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 |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
47,616
shares
|
$2.36 Million
0.3% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
47,289
shares
|
$2.34 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
45,692
shares
|
$2.26 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
43,982
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
43,186
shares
|
$2.14 Million
3.22% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
43,110
shares
|
$2.14 Million
0.24% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
42,925
shares
|
$2.13 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
42,663
shares
|
$2.11 Million
0.14% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
41,843
shares
|
$2.07 Million
0.3% of portfolio
|
Q1 2025
Reduced 35.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
40,885
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,825
shares
|
$2.02 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
40,130
shares
|
$1.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
38,786
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
38,703
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
38,143
shares
|
$1.89 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
34,662
shares
|
$1.72 Million
0.37% of portfolio
|
Q1 2025
Added 19.03%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
33,450
shares
|
$1.66 Million
0.23% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
33,167
shares
|
$1.64 Million
0.04% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
31,709
shares
|
$1.57 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
31,505
shares
|
$1.56 Million
0.98% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
31,031
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
30,929
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
30,803
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.87%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
30,729
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
30,697
shares
|
$1.52 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.82%
|