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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
30,015
shares
|
$1.5 Million
0.5% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
29,358
shares
|
$1.46 Million
0.79% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
28,900
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
28,791
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
28,675
shares
|
$1.43 Million
0.17% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
28,115
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
27,971
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
27,931
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
27,585
shares
|
$1.38 Million
0.13% of portfolio
|
Q1 2025
Reduced 9.13%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
27,019
shares
|
$1.35 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Apr 15, 2025 Q1 2025 |
26,751
shares
|
$1.33 Million
1.05% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
25,707
shares
|
$1.28 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
25,619
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
Added 36.71%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
25,503
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
25,179
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
25,033
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
24,547
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
23,951
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
23,567
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
23,565
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
22,779
shares
|
$1.14 Million
0.32% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
22,410
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
22,297
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,060
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.93%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
21,928
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.65%
|