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 322 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 $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
21,928
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
21,296
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
20,866
shares
|
$1.03 Million
0.93% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,788
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 88.19%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
20,358
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 52.37%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
20,146
shares
|
$994,406
0.22% of portfolio
|
Q4 2024
Reduced 59.39%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,045
shares
|
$989,421
0.02% of portfolio
|
Q1 2025
Added 38.7%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
19,662
shares
|
$970,516
0.11% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
19,385
shares
|
$956,843
0.14% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
19,365
shares
|
$955,856
0.23% of portfolio
|
Q4 2024
Added 23.48%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
19,249
shares
|
$950,130
0.36% of portfolio
|
Q1 2025
Reduced 24.67%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
19,190
shares
|
$947,218
0.22% of portfolio
|
Q1 2025
Added 9.05%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
19,104
shares
|
$942,973
0.38% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,042
shares
|
$939,913
0.02% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,916
shares
|
$933,693
0.02% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
18,655
shares
|
$920,810
0.02% of portfolio
|
Q1 2025
Added 22.79%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
18,464
shares
|
$911,383
0.24% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
18,385
shares
|
$907,483
0.27% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
17,526
shares
|
$865,083
0.08% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
17,495
shares
|
$863,553
0.14% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,394
shares
|
$858,567
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
17,318
shares
|
$854,816
0.09% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
16,748
shares
|
$826,681
0.01% of portfolio
|
Q1 2025
Reduced 34.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
16,699
shares
|
$824,262
0.06% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
16,400
shares
|
$809,504
0.44% of portfolio
|
Q3 2024
Reduced 10.87%
|