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 310 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 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
|
$159 Million
0.01% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,507,371
shares
|
$127 Million
0.06% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,448,034
shares
|
$124 Million
0.03% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,733,421
shares
|
$88.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,670,180
shares
|
$84.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
775,345
shares
|
$39.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
722,201
shares
|
$36.7 Million
1.35% of portfolio
|
Q3 2024
Reduced 21.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
627,914
shares
|
$31.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
602,635
shares
|
$30.6 Million
0.21% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
599,874
shares
|
$30.5 Million
0.75% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
476,966
shares
|
$24.2 Million
0.34% of portfolio
|
Q3 2024
Reduced 30.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
425,854
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
421,410
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
419,165
shares
|
$21.3 Million
0.26% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
380,003
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
371,446
shares
|
$18.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
354,595
shares
|
$18 Million
0.21% of portfolio
|
Q3 2024
Reduced 65.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
330,745
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
313,146
shares
|
$15.9 Million
0.03% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
306,656
shares
|
$15.6 Million
0.11% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
284,213
shares
|
$14.4 Million
1.57% of portfolio
|
Q3 2024
Added 12.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
268,011
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
265,943
shares
|
$13.5 Million
2.12% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
260,226
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
252,024
shares
|
$12.8 Million
0.04% of portfolio
|
Q3 2024
Added 96.87%
|