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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
13,738
shares
|
$702,698
0.28% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
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%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
13,243
shares
|
$677,379
0.09% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
13,138
shares
|
$672,008
0.53% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
12,597
shares
|
$644,336
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
12,575
shares
|
$643,211
0.26% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
12,200
shares
|
$624,030
0.3% of portfolio
|
Q3 2025
Reduced 25.61%
|
|
|
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%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
11,718
shares
|
$599,375
0.12% of portfolio
|
Q3 2025
Reduced 36.3%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
11,640
shares
|
$595,386
0.15% of portfolio
|
Q3 2025
Reduced 48.9%
|
|
|
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%
|
|
|
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%
|
|