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 33 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
245,869
shares
|
$4.93 Million
2.89% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
224,359
shares
|
$4.5 Million
0.0% of portfolio
|
Q1 2025
Added 886.28%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
80,341
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 75.71%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
71,475
shares
|
$1.43 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
61,961
shares
|
$1.24 Million
0.42% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
52,095
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 37.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50,448
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
46,424
shares
|
$930,801
0.08% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
40,994
shares
|
$821,929
0.07% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
36,870
shares
|
$739,243
0.36% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
35,578
shares
|
$713,338
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
35,392
shares
|
$709,609
0.02% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
34,644
shares
|
$694,612
0.0% of portfolio
|
Q4 2024
Added 30.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
30,210
shares
|
$605,710
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
21,894
shares
|
$438,974
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,094
shares
|
$382,834
0.0% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,444
shares
|
$369,802
0.06% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,265
shares
|
$346,163
0.01% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,714
shares
|
$274,965
0.0% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
13,632
shares
|
$273,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,295
shares
|
$226,464
0.01% of portfolio
|
Q1 2025
Added 47.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,094
shares
|
$202,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
6,488
shares
|
$130,084
0.02% of portfolio
|
Q4 2024
Added 309.85%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,698
shares
|
$94,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,196
shares
|
$64,079
0.0% of portfolio
|
Q1 2025
Reduced 66.82%
|