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 $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
69,751
shares
|
$3.51 Million
1.68% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
68,638
shares
|
$3.46 Million
1.55% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
67,085
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
65,992
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2024
Added 51.12%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
65,368
shares
|
$3.29 Million
0.47% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
62,888
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
62,223
shares
|
$3.13 Million
0.45% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
62,076
shares
|
$3.13 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
58,193
shares
|
$2.93 Million
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
57,258
shares
|
$2.88 Million
4.25% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
53,262
shares
|
$2.68 Million
0.7% of portfolio
|
Q4 2024
Added 53.3%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
52,615
shares
|
$2.65 Million
1.42% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
52,299
shares
|
$2.63 Million
0.11% of portfolio
|
Q2 2020
Added 4.48%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
52,248
shares
|
$2.63 Million
1.79% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
51,712
shares
|
$2.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
51,084
shares
|
$2.57 Million
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
50,146
shares
|
$2.53 Million
0.49% of portfolio
|
Q4 2024
Added 27.25%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
49,764
shares
|
$2.51 Million
1.98% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
49,081
shares
|
$2.47 Million
0.26% of portfolio
|
Q4 2024
Added 119.27%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
48,816
shares
|
$2.46 Million
1.14% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
48,764
shares
|
$2.46 Million
1.25% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Weitzel Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
47,917
shares
|
$2.41 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
47,864
shares
|
$2.41 Million
1.61% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
45,867
shares
|
$2.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
45,692
shares
|
$2.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 16.11%
|