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 304 institutions that hold shares in the stock, with a total of 29.7 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 |
---|---|---|---|---|---|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
7,478
shares
|
$388,781
0.22% of portfolio
|
Q2 2024
Reduced 12.64%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
7,471
shares
|
$388,417
0.05% of portfolio
|
Q2 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
7,398
shares
|
$384,622
0.01% of portfolio
|
Q1 2023
Reduced 1.79%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
7,200
shares
|
$374,328
0.13% of portfolio
|
Q4 2021
New holding
|
|
Auour Investments LLC
Wenham, MA |
Jul 19, 2024 Q2 2024 |
7,191
shares
|
$373,860
0.14% of portfolio
|
Q2 2024
Added 3.69%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
6,874
shares
|
$357,379
0.08% of portfolio
|
Q2 2024
Reduced 52.7%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,813
shares
|
$354,207
0.01% of portfolio
|
Q1 2024
Reduced 16.2%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
6,684
shares
|
$347,501
0.02% of portfolio
|
Q2 2024
New holding
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,579
shares
|
$342,042
0.24% of portfolio
|
Q2 2023
Reduced 25.24%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
6,558
shares
|
$340,950
0.15% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
6,497
shares
|
$337,779
0.0% of portfolio
|
Q2 2024
Reduced 41.49%
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jul 25, 2024 Q2 2024 |
6,373
shares
|
$331,332
0.33% of portfolio
|
Q2 2024
Added 0.62%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
6,246
shares
|
$324,729
0.03% of portfolio
|
Q4 2023
Reduced 17.39%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
6,225
shares
|
$323,637
0.09% of portfolio
|
Q2 2024
Reduced 17.26%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
6,188
shares
|
$321,714
0.22% of portfolio
|
Q2 2024
Added 0.45%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
6,080
shares
|
$316,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Namara Financial Services, Inc.
|
Aug 01, 2024 Q2 2024 |
6,057
shares
|
$314,903
0.07% of portfolio
|
Q2 2024
Reduced 19.56%
|
|
Fairhaven Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
6,000
shares
|
$311,940
0.1% of portfolio
|
Q4 2023
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
5,495
shares
|
$285,685
0.04% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
5,390
shares
|
$280,226
0.08% of portfolio
|
Q3 2021
New holding
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
5,376
shares
|
$279,498
0.05% of portfolio
|
Q2 2024
Reduced 27.77%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
5,272
shares
|
$274,091
0.01% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,165
shares
|
$268,528
0.05% of portfolio
|
Q2 2024
Added 1.77%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
5,160
shares
|
$268,268
0.01% of portfolio
|
Q2 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
5,109
shares
|
$265,616
0.01% of portfolio
|
Q2 2024
Reduced 26.83%
|