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 328 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
6,639
shares
|
$337,593
0.11% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,598
shares
|
$335,508
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
6,579
shares
|
$334,542
0.24% of portfolio
|
Q2 2023
Reduced 25.24%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
6,535
shares
|
$332,304
0.05% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
6,473
shares
|
$329,152
0.04% of portfolio
|
Q4 2024
Added 50.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,398
shares
|
$325,338
0.01% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
6,386
shares
|
$324,728
0.3% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,321
shares
|
$321,422
0.13% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
6,288
shares
|
$319,744
0.02% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,000
shares
|
$305,100
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,788
shares
|
$294,319
0.2% of portfolio
|
Q4 2024
Reduced 23.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,663
shares
|
$287,963
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,495
shares
|
$279,420
0.04% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
5,426
shares
|
$275,912
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
5,416
shares
|
$275,403
0.02% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
5,402
shares
|
$274,691
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
5,390
shares
|
$274,081
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
5,366
shares
|
$272,861
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,293
shares
|
$269,149
0.05% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,292
shares
|
$269,098
0.01% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,272
shares
|
$268,081
0.01% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
5,215
shares
|
$265,182
0.15% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,098
shares
|
$259,233
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,088
shares
|
$258,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
5,017
shares
|
$255,114
0.06% of portfolio
|
Q4 2024
Reduced 18.02%
|