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 333 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
67,085
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
65,992
shares
|
$3.26 Million
0.02% of portfolio
|
Q4 2024
Added 51.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
65,368
shares
|
$3.23 Million
0.47% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
62,888
shares
|
$3.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
62,076
shares
|
$3.07 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
60,385
shares
|
$2.98 Million
2.21% of portfolio
|
Q1 2025
Added 42.8%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
60,223
shares
|
$2.98 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
58,193
shares
|
$2.88 Million
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
57,646
shares
|
$2.85 Million
1.44% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
57,258
shares
|
$2.83 Million
4.25% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
55,679
shares
|
$2.75 Million
0.53% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
53,262
shares
|
$2.63 Million
0.7% of portfolio
|
Q4 2024
Added 53.3%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
52,615
shares
|
$2.6 Million
1.42% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
52,299
shares
|
$2.58 Million
0.11% of portfolio
|
Q2 2020
Added 4.48%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
52,248
shares
|
$2.58 Million
1.79% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
51,712
shares
|
$2.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
51,084
shares
|
$2.52 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
49,886
shares
|
$2.46 Million
0.18% of portfolio
|
Q1 2025
Reduced 52.1%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
49,764
shares
|
$2.46 Million
1.98% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
49,528
shares
|
$2.45 Million
1.06% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
49,081
shares
|
$2.43 Million
0.26% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
49,059
shares
|
$2.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
48,037
shares
|
$2.37 Million
1.48% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
47,917
shares
|
$2.37 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,867
shares
|
$2.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.63%
|