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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
65,259
shares
|
$3.26 Million
0.7% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
61,250
shares
|
$3.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
60,968
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.8%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
60,385
shares
|
$3.01 Million
2.21% of portfolio
|
Q1 2025
Added 42.8%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
58,053
shares
|
$2.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
57,646
shares
|
$2.88 Million
1.44% of portfolio
|
Q1 2025
Added 18.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
57,568
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
56,730
shares
|
$2.83 Million
1.52% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
55,679
shares
|
$2.78 Million
0.53% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
54,920
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
54,637
shares
|
$2.73 Million
1.62% of portfolio
|
Q1 2025
Added 55.66%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
54,244
shares
|
$2.71 Million
0.77% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
54,033
shares
|
$2.7 Million
1.79% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
53,860
shares
|
$2.69 Million
0.4% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
52,299
shares
|
$2.61 Million
0.11% of portfolio
|
Q2 2020
Added 4.48%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
51,700
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 320.33%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
51,678
shares
|
$2.58 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
51,084
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
50,561
shares
|
$2.52 Million
0.97% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
50,094
shares
|
$2.5 Million
1.96% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
49,106
shares
|
$2.45 Million
0.25% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
49,072
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
49,059
shares
|
$2.45 Million
0.17% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
47,616
shares
|
$2.38 Million
0.3% of portfolio
|
Q1 2025
Added 13.15%
|
|
|
Weitzel Financial Services, Inc.
|
May 15, 2025 Q1 2025 |
47,289
shares
|
$2.36 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.31%
|