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 326 institutions that hold shares in the stock, with a total of 32.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
6,334
shares
|
$315,939
0.33% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
6,191
shares
|
$308,807
0.14% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,006
shares
|
$299,579
0.01% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$299,280
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
5,982
shares
|
$298,382
0.11% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
5,927
shares
|
$295,638
0.16% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
5,848
shares
|
$291,698
0.02% of portfolio
|
Q1 2025
Added 7.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,637
shares
|
$281,173
0.0% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
5,516
shares
|
$275,138
0.17% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,495
shares
|
$274,090
0.04% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
5,402
shares
|
$269,451
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
5,371
shares
|
$267,905
0.06% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
5,366
shares
|
$267,656
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,337
shares
|
$266,209
0.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,292
shares
|
$263,964
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,040
shares
|
$251,395
0.02% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
4,936
shares
|
$246,207
0.08% of portfolio
|
Q1 2025
Reduced 28.3%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
4,914
shares
|
$245,110
0.08% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
4,877
shares
|
$243,264
0.09% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
4,833
shares
|
$241,070
0.17% of portfolio
|
Q1 2023
Added 0.44%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
4,810
shares
|
$239,922
0.05% of portfolio
|
Q2 2023
Reduced 2.34%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,747
shares
|
$236,780
0.09% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
4,688
shares
|
$233,837
0.02% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,673
shares
|
$233,089
0.06% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
4,661
shares
|
$232,490
0.15% of portfolio
|
Q1 2025
Reduced 29.79%
|