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 327 institutions that hold shares in the stock, with a total of 32.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
116,745
shares
|
$5.79 Million
1.98% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
115,482
shares
|
$5.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
115,436
shares
|
$5.72 Million
0.08% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
98,387
shares
|
$4.88 Million
1.11% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
96,900
shares
|
$4.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
95,921
shares
|
$4.75 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
94,619
shares
|
$4.69 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
93,490
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
91,700
shares
|
$4.54 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
88,997
shares
|
$4.41 Million
0.18% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
87,984
shares
|
$4.36 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
87,784
shares
|
$4.35 Million
1.86% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
86,577
shares
|
$4.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
85,412
shares
|
$4.23 Million
0.02% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
84,723
shares
|
$4.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
81,743
shares
|
$4.05 Million
1.78% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
79,286
shares
|
$3.93 Million
0.03% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
77,664
shares
|
$3.85 Million
0.02% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
76,030
shares
|
$3.77 Million
1.07% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
75,515
shares
|
$3.74 Million
0.55% of portfolio
|
Q1 2025
Reduced 21.51%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
75,034
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
71,964
shares
|
$3.57 Million
0.23% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
71,658
shares
|
$3.55 Million
1.78% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
71,066
shares
|
$3.52 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
69,151
shares
|
$3.43 Million
1.54% of portfolio
|
Q1 2025
Added 0.75%
|