Institutional Ownership First Tr Exchange Traded Fd Ii (FMB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (FMB). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
98,006
shares
|
$5.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
94,938
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 73.36%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
91,700
shares
|
$4.69 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
91,417
shares
|
$4.68 Million
0.03% of portfolio
|
Q3 2025
Added 14.98%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
90,200
shares
|
$4.61 Million
0.61% of portfolio
|
Q4 2025
Reduced 1.85%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
89,884
shares
|
$4.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
88,759
shares
|
$4.54 Million
1.61% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
88,012
shares
|
$4.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
86,849
shares
|
$4.44 Million
0.9% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
84,306
shares
|
$4.31 Million
0.36% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
81,804
shares
|
$4.18 Million
0.03% of portfolio
|
Q3 2025
Added 18.83%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
81,342
shares
|
$4.16 Million
1.36% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
79,267
shares
|
$4.05 Million
0.07% of portfolio
|
Q4 2025
Reduced 7.43%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
76,941
shares
|
$3.94 Million
1.58% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
76,453
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.97%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
75,507
shares
|
$3.86 Million
1.71% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 20, 2026 Q4 2025 |
75,106
shares
|
$3.84 Million
1.34% of portfolio
|
Q4 2025
Added 11.61%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
74,491
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
72,601
shares
|
$3.71 Million
1.33% of portfolio
|
Q4 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
72,108
shares
|
$3.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.74%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
70,577
shares
|
$3.61 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
68,259
shares
|
$3.49 Million
0.56% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
64,676
shares
|
$3.31 Million
0.24% of portfolio
|
Q4 2025
Reduced 6.66%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 21, 2026 Q4 2025 |
64,250
shares
|
$3.29 Million
0.93% of portfolio
|
Q4 2025
Added 35.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
56,812
shares
|
$2.91 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.57%
|
|