Institutional Ownership First Tr Exchange Traded Fd Ii (MARB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
249,512
shares
|
$4.94 Million
2.97% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
65,672
shares
|
$1.3 Million
0.76% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
57,741
shares
|
$1.14 Million
0.4% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
53,234
shares
|
$1.05 Million
0.51% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
51,177
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,105
shares
|
$832,836
0.0% of portfolio
|
Q3 2024
Added 112.67%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
41,812
shares
|
$827,041
0.07% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
38,633
shares
|
$764,160
0.0% of portfolio
|
Q3 2024
Added 103.26%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
37,994
shares
|
$751,521
0.06% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
36,667
shares
|
$725,273
0.0% of portfolio
|
Q3 2024
Reduced 19.98%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,578
shares
|
$703,732
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
33,915
shares
|
$670,838
0.0% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
31,064
shares
|
$614,445
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,010
shares
|
$593,597
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,633
shares
|
$566,360
0.0% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
26,515
shares
|
$524,466
0.0% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,577
shares
|
$505,913
0.0% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
19,459
shares
|
$384,899
0.0% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,238
shares
|
$380,527
0.11% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,885
shares
|
$373,545
0.01% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,358
shares
|
$343,341
0.0% of portfolio
|
Q3 2024
Reduced 50.28%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
15,902
shares
|
$314,541
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,563
shares
|
$307,836
0.01% of portfolio
|
Q3 2024
Reduced 30.57%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
15,513
shares
|
$306,847
0.12% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,129
shares
|
$299,251
0.0% of portfolio
|
Q3 2024
New holding
|