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 |
|---|---|---|---|---|---|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
104,370
shares
|
$5.31 Million
0.2% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
101,700
shares
|
$5.17 Million
0.54% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
99,197
shares
|
$5.04 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
99,006
shares
|
$5.03 Million
0.07% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
98,222
shares
|
$4.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
96,300
shares
|
$4.9 Million
0.83% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
92,844
shares
|
$4.72 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
92,737
shares
|
$4.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
91,700
shares
|
$4.66 Million
0.62% of portfolio
|
Q2 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
88,816
shares
|
$4.52 Million
0.27% of portfolio
|
Q3 2024
Added 21.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
86,991
shares
|
$4.42 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
86,610
shares
|
$4.4 Million
0.02% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
79,692
shares
|
$4.05 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
79,024
shares
|
$4.02 Million
1.76% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
76,918
shares
|
$3.91 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
73,992
shares
|
$3.76 Million
1.74% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
69,316
shares
|
$3.52 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
67,596
shares
|
$3.44 Million
0.09% of portfolio
|
Q3 2024
Added 48.03%
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
66,005
shares
|
$3.36 Million
1.49% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Nov 18, 2024 Q3 2024 |
64,206
shares
|
$3.26 Million
2.29% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
64,104
shares
|
$3.26 Million
0.46% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
63,865
shares
|
$3.25 Million
1.44% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
63,442
shares
|
$3.23 Million
0.7% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
62,223
shares
|
$3.16 Million
0.45% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
60,850
shares
|
$3.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.56%
|