Institutional Ownership First Tr Exchange Traded Fd Ii (MARB)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Ii (MARB). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 23, 2024 Q2 2024 |
256,428
shares
|
$5.04 Million
3.4% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
65,672
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
55,667
shares
|
$1.09 Million
0.4% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
52,177
shares
|
$1.02 Million
0.54% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
51,177
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
45,821
shares
|
$899,924
0.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
44,091
shares
|
$865,947
0.15% of portfolio
|
Q2 2024
Added 6.15%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
41,812
shares
|
$821,187
0.07% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
40,628
shares
|
$797,933
0.0% of portfolio
|
Q2 2024
Reduced 67.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
38,633
shares
|
$758,752
0.0% of portfolio
|
Q3 2024
Added 103.26%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
37,994
shares
|
$746,202
0.06% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,578
shares
|
$698,751
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
31,064
shares
|
$610,096
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
28,589
shares
|
$561,487
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
27,538
shares
|
$540,846
0.0% of portfolio
|
Q2 2024
Reduced 50.8%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
26,992
shares
|
$530,122
0.0% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
22,903
shares
|
$449,814
0.0% of portfolio
|
Q2 2024
Reduced 48.7%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
21,306
shares
|
$418,449
0.0% of portfolio
|
Q2 2024
Reduced 44.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,798
shares
|
$388,832
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,351
shares
|
$380,053
0.11% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
18,760
shares
|
$368,446
0.01% of portfolio
|
Q2 2024
Added 15.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
18,052
shares
|
$354,541
0.0% of portfolio
|
Q2 2024
Added 11.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,358
shares
|
$340,911
0.0% of portfolio
|
Q3 2024
Reduced 50.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,563
shares
|
$305,657
0.01% of portfolio
|
Q3 2024
Reduced 30.57%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
15,093
shares
|
$296,426
0.0% of portfolio
|
Q2 2024
Added 47.25%
|