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 132 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $260 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
84,451
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
79,369
shares
|
$1.86 Million
0.72% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
73,065
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,340
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
65,373
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
64,232
shares
|
$1.5 Million
0.79% of portfolio
|
Q3 2024
Added 22.49%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
60,087
shares
|
$1.41 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
59,564
shares
|
$1.4 Million
1.75% of portfolio
|
Q3 2023
Reduced 7.52%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
58,917
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 15.6%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
57,575
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
57,254
shares
|
$1.34 Million
0.56% of portfolio
|
Q1 2024
Added 70.44%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
51,061
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Added 11.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
43,097
shares
|
$1.01 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
42,695
shares
|
$1 Million
0.26% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
41,826
shares
|
$979,983
0.3% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
40,685
shares
|
$953,249
0.03% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,350
shares
|
$875,110
0.0% of portfolio
|
Q2 2024
Added 14.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
33,855
shares
|
$793,222
0.08% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
30,519
shares
|
$715,060
0.02% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2024 Q2 2024 |
30,443
shares
|
$713,279
0.21% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
29,000
shares
|
$679,470
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
28,978
shares
|
$678,954
0.01% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
27,379
shares
|
$641,489
0.01% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,216
shares
|
$614,240
0.07% of portfolio
|
Q4 2023
Added 54.73%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
24,100
shares
|
$564,663
0.01% of portfolio
|
Q4 2023
Added 40.55%
|