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 309 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
31,255
shares
|
$1.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
30,803
shares
|
$1.57 Million
0.03% of portfolio
|
Q4 2022
Reduced 0.87%
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
30,481
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
30,400
shares
|
$1.55 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,930
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
29,752
shares
|
$1.52 Million
0.53% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
29,632
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
28,900
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,464
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Added 5.21%
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
27,364
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Added 16.17%
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
26,486
shares
|
$1.35 Million
1.08% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
26,354
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,713
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
25,632
shares
|
$1.31 Million
0.44% of portfolio
|
Q3 2024
Added 14.28%
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
25,607
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 395.78%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
24,623
shares
|
$1.26 Million
0.17% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
24,585
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
24,401
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
23,685
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2024
Added 2.43%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
22,493
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Added 0.51%
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
22,384
shares
|
$1.14 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
22,285
shares
|
$1.14 Million
0.15% of portfolio
|
Q3 2024
Added 130.86%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,260
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 5.55%
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
22,255
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
21,726
shares
|
$1.11 Million
0.68% of portfolio
|
Q3 2024
Added 170.06%
|