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 322 institutions that hold shares in the stock, with a total of 32.7 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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
30,015
shares
|
$1.48 Million
0.5% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
29,974
shares
|
$1.48 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
29,358
shares
|
$1.45 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
28,900
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
28,791
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
28,675
shares
|
$1.42 Million
0.17% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
28,115
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
27,971
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
27,931
shares
|
$1.38 Million
0.4% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27,585
shares
|
$1.36 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
27,019
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
25,619
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2025
Added 36.71%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
25,399
shares
|
$1.25 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,179
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,033
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
24,547
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
24,055
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2025
Reduced 21.64%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
23,634
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,567
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
22,779
shares
|
$1.12 Million
0.32% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
22,671
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
22,500
shares
|
$1.11 Million
0.35% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,410
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
22,134
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,060
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.93%
|