Basic Stats
| Institutional Owners | 115 total, 115 long only, 0 short only, 0 long/short - change of -5.36% MRQ |
| Average Portfolio Allocation | 0.0403 % - change of -7.18% MRQ |
| Institutional Shares (Long) | 20,784,662 (ex 13D/G) - change of -0.57MM shares -8.54% MRQ |
| Institutional Value (Long) | $ 310,781 USD ($1000) |
Institutional Ownership and Shareholders
First Trust Exchange-Traded Fund II - First Trust STOXX European Select Dividend Index Fund (MX:FDD) has 115 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 20,784,662 shares. Largest shareholders include Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Manchester Financial Inc, SMI Advisory Services, LLC, UBS Group AG, LPL Financial LLC, ODonnell Financial Services, LLC, Ameriprise Financial Inc, and Intellectus Partners, LLC .
First Trust Exchange-Traded Fund II - First Trust STOXX European Select Dividend Index Fund (BMV:FDD) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.
Fund Sentiment Score
The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.
Update Frequency: Daily
See Ownership Explorer, which provides a list of highest-ranking companies.
13F and NPORT Filings
Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.
Upgrade
to unlock premium data and export to Excel 
.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 25,055 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,491,557 | 609.22 | 23,179 | 712.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,323 | 456 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,192 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 100,802 | -29.70 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 157,967 | 2,455 | ||||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 13,493 | 7.75 | 210 | 23.67 | ||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 427,620 | 6,128 | ||||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 34,994 | 544 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32,600 | -30.87 | 507 | -20.81 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14,060 | 218 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,494,548 | 474.53 | 38,765 | 558.04 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 87 | 1 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57,259 | 178.40 | 890 | 218.64 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,694 | 1 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 16,304 | 253 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 47,936 | -7.26 | 745 | 6.13 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 29,086 | 452 | ||||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 14,910 | 0.17 | 232 | 14.93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 14,086 | -25.14 | 219 | 3.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 750 | -48.28 | 12 | -42.11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47,160 | -3.89 | 640 | 15.76 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 3,000 | 47 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 44,010 | 684 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 114,170 | 26.49 | 1,774 | 44.93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 156,115 | 2,426 | ||||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1,247,631 | 19,338 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 120,316 | 620.15 | 1,870 | 726.99 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 380,881 | 93.91 | 6 | 150.00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 22,366 | 348 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20,521 | -11.76 | 319 | 0.95 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6,438 | 137.04 | 100 | 177.78 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 401 | 0.00 | 6 | 20.00 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 32,459 | 171.35 | 504 | 211.11 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,361 | -23.72 | 316 | -12.71 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10,952 | -1.32 | 170 | 4.94 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 342,112 | 14,748.61 | 5,316 | 17,048.39 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 569,857 | 6,008.45 | 8,855 | 6,927.78 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 104 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 151,421 | -61.65 | 2,353 | -56.08 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 414,962 | 3,906.97 | 6,449 | 4,505.71 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 154,669 | 11.65 | 2,404 | 27.89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 71,719 | 940.46 | 1,110 | 1,080.85 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 41,716 | 648 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,775 | 0.00 | 43 | 16.22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,154,637 | 81.04 | 17,943 | 107.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 749,713 | 58.93 | 11,651 | 82.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,300 | 67 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 63,436 | -5.08 | 986 | 8.72 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,200 | 71.43 | 19 | 100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 155,443 | -4.72 | 2,416 | 9.13 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 163,272 | 0.71 | 2,537 | 15.32 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 75,227 | -2.28 | 1,169 | 11.97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 46,757 | -6.70 | 727 | 6.76 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 35,758 | -0.56 | 556 | 13.96 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,216 | 68 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 94,796 | 4.38 | 1,473 | 19.56 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 109,515 | 886.62 | 2 | |||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 632,650 | 2.76 | 9,831 | 17.68 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 11,116 | 0.22 | 173 | 14.67 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28,588 | 29.94 | 444 | 48.99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,000 | 155 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,099 | 167.89 | 887 | 206.92 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 103,350 | -0.42 | 1,606 | 14.06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 255,278 | 57.84 | 3,967 | 80.81 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 28,500 | 466 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,793 | -15.20 | 59 | -3.33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22,905 | 356 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 39,343 | -12.56 | 611 | 0.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 650,174 | 53.73 | 10,081 | 75.66 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2,157 | -5.48 | 34 | 32.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,493 | 237 | ||||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 107,446 | 0.00 | 1,458 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,792 | 3.76 | 28 | 17.39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 20,153 | 56.80 | 313 | 79.89 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14,600 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 164,659 | 3,531.65 | 2,559 | 4,093.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,105 | 219 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13,879 | 216 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 12,719 | 198 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,500 | 23 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5,716 | 89 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 747,517 | 11,616 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 110,349 | 333.95 | 1,715 | 395.66 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,879 | 216 | ||||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 20,056 | 25.37 | 312 | 42.66 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 92,110 | 1,431 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 209 | 3 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 783 | 1.42 | 12 | 20.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 400,000 | 161.23 | 6,216 | 199.28 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273,362 | -16.36 | 4,248 | -4.22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,843 | 1,603.50 | 91 | 2,900.00 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 195,185 | 3,033 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60,260 | 10.88 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,946 | 389 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 1,382,182 | 21,479 | ||||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 33,170 | -0.18 | 515 | 14.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14,770 | 1.29 | 230 | 16.24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16,543 | 4.21 | 257 | 19.53 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 52,722 | 819 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,772 | 28 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 30,012 | 52.64 | 466 | 75.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50,089 | 109.35 | 778 | 140.12 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,689,945 | 28.45 | 41,802 | 47.10 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 198,437 | 3,084 | ||||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 114,510 | 1,641 | ||||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 22,640 | 352 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28,514 | 97.62 | 443 | 127.18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 181,155 | 47.82 | 2,815 | 69.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17,416 | 2.65 | 271 | 17.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 40,752 | 27.75 | 633 | 46.53 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 120 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 49,419 | 0.00 | 671 | 0.00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1,202 | 0.59 | 19 | 12.50 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 26,069 | 96.29 | 404 | 110.42 |
Other Listings
| US:FDD | $16.05 |
