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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
42,939
shares
|
$2.18 Million
0.25% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
40,825
shares
|
$2.07 Million
0.37% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
39,949
shares
|
$2.03 Million
1.12% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
39,542
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
39,409
shares
|
$2 Million
0.41% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
37,903
shares
|
$1.93 Million
0.26% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
37,798
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.95%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
37,475
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
37,374
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
37,279
shares
|
$1.89 Million
0.27% of portfolio
|
Q3 2024
Added 98.03%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
36,496
shares
|
$1.85 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
36,392
shares
|
$1.85 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
35,845
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 14.77%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
35,272
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 24.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
35,103
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
34,762
shares
|
$1.77 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Hedeker Wealth, LLC
|
Oct 25, 2024 Q3 2024 |
34,743
shares
|
$1.76 Million
0.5% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
34,737
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
34,019
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
33,604
shares
|
$1.71 Million
0.14% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
33,450
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2024
Added 28.9%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
33,334
shares
|
$1.69 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
33,107
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
32,951
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Added 138.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
32,866
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.0%
|