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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
43,123
shares
|
$2.19 Million
0.2% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
42,783
shares
|
$2.18 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
42,738
shares
|
$2.17 Million
0.03% of portfolio
|
Q4 2024
Added 21.17%
|
|
|
Edge Rock Capital LLC
|
Feb 04, 2025 Q4 2024 |
42,285
shares
|
$2.15 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
42,084
shares
|
$2.14 Million
0.26% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
41,170
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
41,116
shares
|
$2.09 Million
0.06% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
40,945
shares
|
$2.08 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,825
shares
|
$2.08 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
40,045
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
39,191
shares
|
$1.99 Million
0.23% of portfolio
|
Q4 2024
Added 18.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
38,811
shares
|
$1.97 Million
0.02% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
38,723
shares
|
$1.97 Million
0.07% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
36,844
shares
|
$1.87 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
35,778
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
35,343
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
35,100
shares
|
$1.78 Million
1.0% of portfolio
|
Q4 2024
Reduced 29.32%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
33,697
shares
|
$1.71 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
33,333
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
33,167
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
32,951
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2024
Added 138.15%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
32,595
shares
|
$1.66 Million
0.42% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
32,442
shares
|
$1.65 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
32,383
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
31,455
shares
|
$1.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 13.81%
|