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 316 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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,382
shares
|
$735,639
0.02% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
14,235
shares
|
$728,120
0.68% of portfolio
|
Q4 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,122
shares
|
$722,340
0.0% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
14,080
shares
|
$720,192
0.01% of portfolio
|
Q1 2025
Reduced 33.85%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
14,060
shares
|
$719,169
0.07% of portfolio
|
Q3 2025
Added 49.61%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
13,894
shares
|
$710,678
0.15% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 21, 2026 Q4 2025 |
13,887
shares
|
$710,320
0.44% of portfolio
|
Q4 2025
Reduced 76.36%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
13,843
shares
|
$708,069
0.28% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
13,668
shares
|
$699,118
0.05% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
13,621
shares
|
$696,714
0.12% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
13,128
shares
|
$671,497
0.53% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
13,099
shares
|
$670,013
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
13,030
shares
|
$666,484
0.48% of portfolio
|
Q2 2024
Reduced 10.17%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,837
shares
|
$656,612
0.02% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,741
shares
|
$651,702
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
12,741
shares
|
$651,702
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
12,597
shares
|
$644,336
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 20, 2026 Q4 2025 |
12,406
shares
|
$634,566
0.46% of portfolio
|
Q4 2025
New holding
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
12,225
shares
|
$625,308
0.27% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
12,115
shares
|
$619,682
0.22% of portfolio
|
Q3 2025
Added 89.06%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
12,062
shares
|
$616,971
0.0% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
11,621
shares
|
$594,414
0.2% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
11,518
shares
|
$589,145
0.11% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,397
shares
|
$582,956
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
11,025
shares
|
$563,928
0.04% of portfolio
|
Q3 2025
Reduced 2.37%
|
|