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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
28,115
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
28,091
shares
|
$1.44 Million
0.38% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
27,905
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
27,318
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 20.9%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
26,958
shares
|
$1.38 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
26,773
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 69.5%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
26,146
shares
|
$1.34 Million
0.8% of portfolio
|
Q2 2025
Reduced 51.61%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,392
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
24,209
shares
|
$1.24 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
23,723
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
23,679
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
22,959
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
22,919
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
22,814
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
22,638
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
22,524
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
21,881
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
21,702
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,643
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
21,459
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
21,425
shares
|
$1.1 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
20,146
shares
|
$1.03 Million
0.21% of portfolio
|
Q4 2024
Reduced 59.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
20,007
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
19,687
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
19,195
shares
|
$981,824
0.66% of portfolio
|
Q3 2025
Added 10.12%
|
|