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 |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
56,662
shares
|
$2.9 Million
1.33% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
56,458
shares
|
$2.89 Million
0.37% of portfolio
|
Q4 2025
Reduced 9.27%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
56,437
shares
|
$2.89 Million
0.89% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
56,041
shares
|
$2.87 Million
0.27% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
54,920
shares
|
$2.81 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
54,637
shares
|
$2.79 Million
1.62% of portfolio
|
Q1 2025
Added 55.66%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
53,944
shares
|
$2.76 Million
0.47% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Nov 07, 2025 Q3 2025 |
53,911
shares
|
$2.76 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
52,672
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
52,299
shares
|
$2.68 Million
0.11% of portfolio
|
Q2 2020
Added 4.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
51,323
shares
|
$2.63 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
51,084
shares
|
$2.61 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
50,147
shares
|
$2.57 Million
0.57% of portfolio
|
Q4 2025
Added 5.4%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
48,452
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
47,442
shares
|
$2.43 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
46,559
shares
|
$2.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 86.59%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
45,692
shares
|
$2.34 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
42,196
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
41,156
shares
|
$2.11 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,825
shares
|
$2.09 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
39,975
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2025
Reduced 11.37%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
39,469
shares
|
$2.02 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
37,620
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Weitzel Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
37,042
shares
|
$1.89 Million
0.76% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
36,900
shares
|
$1.89 Million
0.23% of portfolio
|
Q3 2025
Added 4.98%
|
|