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 |
|---|---|---|---|---|---|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
12,597
shares
|
$628,338
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
12,443
shares
|
$620,656
0.1% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,318
shares
|
$614,421
0.02% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
11,938
shares
|
$595,467
0.02% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
11,773
shares
|
$587,237
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
11,764
shares
|
$586,788
0.05% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,521
shares
|
$574,667
0.01% of portfolio
|
Q1 2025
Added 49.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,482
shares
|
$572,722
0.02% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
11,397
shares
|
$568,482
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
11,237
shares
|
$560,501
0.03% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
11,137
shares
|
$555,513
0.12% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
10,762
shares
|
$536,808
0.36% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
10,630
shares
|
$530,224
0.43% of portfolio
|
Q2 2023
Reduced 15.61%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
10,498
shares
|
$523,640
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
10,396
shares
|
$518,552
0.28% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$498,800
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
9,964
shares
|
$497,004
0.05% of portfolio
|
Q4 2024
Added 59.25%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
9,845
shares
|
$491,068
0.24% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
9,676
shares
|
$482,638
0.12% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
9,558
shares
|
$476,753
0.02% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,900
shares
|
$443,932
0.04% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,855
shares
|
$441,687
0.31% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,826
shares
|
$440,240
0.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
8,758
shares
|
$436,849
0.02% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,716
shares
|
$434,754
0.01% of portfolio
|
Q1 2025
Reduced 16.1%
|