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 310 institutions that hold shares in the stock, with a total of 30.2 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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,621
shares
|
$387,146
0.03% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
7,537
shares
|
$382,879
0.27% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
7,497
shares
|
$380,847
0.21% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,485
shares
|
$380,238
0.0% of portfolio
|
Q1 2024
Added 17.23%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,471
shares
|
$379,526
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,452
shares
|
$378,561
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
7,384
shares
|
$375,107
0.15% of portfolio
|
Q3 2024
Reduced 20.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
7,153
shares
|
$363,372
0.14% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
7,050
shares
|
$358,140
0.04% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
6,809
shares
|
$345,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
6,618
shares
|
$336,194
0.12% of portfolio
|
Q3 2024
Reduced 16.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,598
shares
|
$335,178
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,579
shares
|
$334,213
0.24% of portfolio
|
Q2 2023
Reduced 25.24%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,441
shares
|
$327,202
0.14% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
6,398
shares
|
$325,018
0.01% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
6,257
shares
|
$317,855
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
6,250
shares
|
$317,500
0.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
6,216
shares
|
$315,772
0.22% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
6,133
shares
|
$311,556
0.12% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
6,120
shares
|
$310,896
0.06% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
6,053
shares
|
$307,492
0.02% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$304,800
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
5,778
shares
|
$293,522
0.02% of portfolio
|
Q3 2024
Reduced 25.06%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,670
shares
|
$288,036
0.07% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
5,499
shares
|
$279,349
0.16% of portfolio
|
Q3 2024
New holding
|