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 162 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
101,700
shares
|
$2.89 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
95,789
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 43.0%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
93,417
shares
|
$2.66 Million
0.65% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
92,782
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
91,706
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
86,175
shares
|
$2.45 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
84,008
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2025
Added 84.5%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
82,346
shares
|
$2.34 Million
0.95% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
81,470
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
69,470
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,340
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
67,147
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
59,467
shares
|
$1.69 Million
0.33% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
56,983
shares
|
$1.62 Million
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
55,409
shares
|
$1.58 Million
0.4% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
54,358
shares
|
$1.55 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
54,178
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
54,107
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 58.32%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
52,634
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
48,947
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
46,659
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 46.37%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
44,086
shares
|
$1.25 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
42,392
shares
|
$1.21 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
35,735
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 17.33%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
34,455
shares
|
$980,244
0.69% of portfolio
|
Q2 2025
Reduced 1.06%
|