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 34 institutions that hold shares in the stock, with a total of 1.4 Million shares, which have been reported (via 13F filing form) to have a value of $28.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
238,924
shares
|
$4.82 Million
2.7% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
224,359
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
Added 886.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
81,002
shares
|
$1.63 Million
0.23% of portfolio
|
Q1 2025
Added 1148.49%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
80,341
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 75.71%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
80,078
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 131.15%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
71,475
shares
|
$1.44 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
61,961
shares
|
$1.25 Million
0.42% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
52,095
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 37.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50,448
shares
|
$1.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
46,424
shares
|
$935,907
0.08% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
45,375
shares
|
$914,760
0.03% of portfolio
|
Q1 2025
Added 28.21%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
45,070
shares
|
$908,611
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
42,724
shares
|
$861,315
0.07% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
36,870
shares
|
$743,299
0.36% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
36,053
shares
|
$726,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,578
shares
|
$717,252
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
21,894
shares
|
$441,383
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,094
shares
|
$384,935
0.0% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,519
shares
|
$373,343
0.0% of portfolio
|
Q1 2025
Added 83.47%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
18,276
shares
|
$368,444
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,265
shares
|
$348,062
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,755
shares
|
$337,780
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,261
shares
|
$307,661
0.0% of portfolio
|
Q1 2025
Reduced 49.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,714
shares
|
$276,474
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,632
shares
|
$274,821
0.01% of portfolio
|
Q1 2025
New holding
|