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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
15,634
shares
|
$794,207
0.3% of portfolio
|
Q3 2024
Added 89.46%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
15,367
shares
|
$780,643
0.02% of portfolio
|
Q3 2024
Reduced 67.73%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
15,302
shares
|
$777,341
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
15,194
shares
|
$771,855
0.02% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,097
shares
|
$766,927
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,038
shares
|
$763,930
0.01% of portfolio
|
Q3 2024
Reduced 38.7%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
14,706
shares
|
$747,064
0.1% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
14,279
shares
|
$725,373
0.58% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
14,029
shares
|
$712,673
0.3% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,404
shares
|
$680,923
0.3% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,100
shares
|
$665,480
0.02% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
13,062
shares
|
$663,549
0.27% of portfolio
|
Q3 2024
Reduced 11.78%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
13,030
shares
|
$661,924
0.61% of portfolio
|
Q2 2024
Reduced 10.17%
|
|
|
One Plus One Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
12,925
shares
|
$656,590
0.4% of portfolio
|
Q3 2024
Added 23.12%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
12,859
shares
|
$653,237
0.05% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
12,500
shares
|
$635,000
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
12,419
shares
|
$630,885
0.02% of portfolio
|
Q3 2024
Added 63.95%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
12,137
shares
|
$616,559
0.07% of portfolio
|
Q1 2024
Reduced 3.74%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
12,037
shares
|
$611,479
0.03% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
11,783
shares
|
$598,576
0.32% of portfolio
|
Q3 2024
Reduced 59.66%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
11,397
shares
|
$578,967
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
11,225
shares
|
$570,230
0.3% of portfolio
|
Q3 2024
Reduced 20.73%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
11,223
shares
|
$570,128
0.05% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,712
shares
|
$544,169
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
10,630
shares
|
$540,004
0.43% of portfolio
|
Q2 2023
Reduced 15.61%
|