Institutional Ownership First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Ii Fi (FGD). We have compiled data on the 153 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,917,844
shares
|
$51.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,886,889
shares
|
$51.1 Million
0.02% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,214,360
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Added 218.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,015,445
shares
|
$27.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
921,844
shares
|
$25 Million
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
632,000
shares
|
$17.1 Million
1.15% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
617,532
shares
|
$16.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
430,153
shares
|
$11.6 Million
0.4% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
416,807
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
220,131
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
219,920
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
209,384
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
191,530
shares
|
$5.19 Million
0.01% of portfolio
|
Q1 2025
Added 56.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
181,710
shares
|
$4.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
164,183
shares
|
$4.45 Million
2.65% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
146,238
shares
|
$3.96 Million
1.24% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,775
shares
|
$3.3 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,643
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
116,662
shares
|
$3.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
113,648
shares
|
$3.08 Million
1.44% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
109,113
shares
|
$2.95 Million
0.95% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
108,184
shares
|
$2.93 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
107,425
shares
|
$2.91 Million
0.75% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,634
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
89,728
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.61%
|