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 |
|---|---|---|---|---|---|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
11,397
shares
|
$579,537
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,339
shares
|
$576,588
0.02% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,147
shares
|
$566,824
0.06% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
10,914
shares
|
$554,976
0.12% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
10,868
shares
|
$552,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,861
shares
|
$552,281
0.0% of portfolio
|
Q4 2024
Added 45.1%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
10,861
shares
|
$552,281
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
10,630
shares
|
$540,535
0.43% of portfolio
|
Q2 2023
Reduced 15.61%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,543
shares
|
$536,111
0.08% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
10,389
shares
|
$528,280
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
10,253
shares
|
$521,365
0.28% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
10,064
shares
|
$511,754
0.11% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,027
shares
|
$509,872
0.02% of portfolio
|
Q4 2024
Added 126.96%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$508,500
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,993
shares
|
$508,144
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
9,964
shares
|
$506,669
0.05% of portfolio
|
Q4 2024
Added 59.25%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
9,850
shares
|
$500,872
0.23% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,667
shares
|
$491,566
0.02% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
9,640
shares
|
$490,194
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
9,602
shares
|
$488,261
0.11% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
9,491
shares
|
$482,617
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,290
shares
|
$472,396
0.02% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,254
shares
|
$470,565
0.08% of portfolio
|
Q2 2023
Added 8.74%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
9,253
shares
|
$470,515
0.22% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,914
shares
|
$453,276
0.01% of portfolio
|
Q4 2024
New holding
|