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 333 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.57 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,139,911
shares
|
$157 Million
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,405,323
shares
|
$120 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,101,776
shares
|
$105 Million
0.05% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,729,974
shares
|
$86.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,721,440
shares
|
$85.9 Million
0.02% of portfolio
|
Q4 2024
Added 3.07%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,150,312
shares
|
$57.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
775,345
shares
|
$38.7 Million
0.05% of portfolio
|
Q3 2024
Added 4.66%
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
649,521
shares
|
$32.4 Million
0.69% of portfolio
|
Q1 2025
Added 3.13%
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
639,192
shares
|
$31.9 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
621,617
shares
|
$31 Million
0.2% of portfolio
|
Q1 2025
Added 2.76%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
611,043
shares
|
$30.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
466,653
shares
|
$23.3 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
426,121
shares
|
$21.3 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
403,587
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
380,003
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
346,708
shares
|
$17.3 Million
0.02% of portfolio
|
Q4 2024
Added 4.83%
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
328,008
shares
|
$16.4 Million
1.77% of portfolio
|
Q1 2025
Added 15.41%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
327,078
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Added 2.3%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
322,732
shares
|
$16.1 Million
0.05% of portfolio
|
Q1 2025
Added 7.28%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
322,047
shares
|
$16.1 Million
0.05% of portfolio
|
Q1 2025
Added 4.44%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
317,203
shares
|
$15.8 Million
0.75% of portfolio
|
Q1 2025
Added 14.91%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
312,954
shares
|
$15.6 Million
0.1% of portfolio
|
Q4 2024
Added 2.05%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
309,212
shares
|
$15.4 Million
0.02% of portfolio
|
Q4 2024
Added 18.82%
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
290,714
shares
|
$14.5 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
272,520
shares
|
$13.6 Million
2.22% of portfolio
|
Q1 2025
Reduced 2.28%
|