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 319 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,130,847
shares
|
$160 Million
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,405,323
shares
|
$123 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
|
$107 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
|
$88.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,721,440
shares
|
$87.9 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
|
$58.8 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
|
$39.6 Million
0.05% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
650,029
shares
|
$33.2 Million
1.2% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
629,831
shares
|
$32.2 Million
0.68% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
611,043
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
604,941
shares
|
$30.9 Million
0.2% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
466,653
shares
|
$23.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
436,357
shares
|
$22.3 Million
0.27% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
425,679
shares
|
$21.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
380,003
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
346,708
shares
|
$17.7 Million
0.02% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
319,710
shares
|
$16.3 Million
0.03% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
312,954
shares
|
$16 Million
0.1% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
312,772
shares
|
$16 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
309,212
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 18.82%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
308,349
shares
|
$15.8 Million
0.04% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
300,843
shares
|
$15.4 Million
0.05% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
290,714
shares
|
$14.9 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
284,204
shares
|
$14.5 Million
1.51% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
278,866
shares
|
$14.2 Million
2.18% of portfolio
|
Q4 2024
Added 4.86%
|