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 135 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $255 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,267
shares
|
$606,418
0.0% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,216
shares
|
$583,043
0.07% of portfolio
|
Q4 2023
Added 54.73%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
23,620
shares
|
$525,308
0.3% of portfolio
|
Q2 2024
Reduced 27.2%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
22,381
shares
|
$497,753
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
21,723
shares
|
$483,119
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
19,468
shares
|
$432,968
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
18,968
shares
|
$421,848
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
18,741
shares
|
$416,799
0.01% of portfolio
|
Q4 2023
Reduced 10.08%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
17,808
shares
|
$396,049
0.23% of portfolio
|
Q3 2024
Added 42.32%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,323
shares
|
$385,263
0.01% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,693
shares
|
$371,252
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,017
shares
|
$356,218
0.04% of portfolio
|
Q3 2024
Added 36.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,941
shares
|
$310,047
0.0% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
13,775
shares
|
$306,356
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
13,731
shares
|
$305,377
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
13,435
shares
|
$298,794
0.03% of portfolio
|
Q3 2024
Reduced 42.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
13,234
shares
|
$294,324
0.04% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,919
shares
|
$287,318
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,765
shares
|
$283,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,622
shares
|
$280,713
0.11% of portfolio
|
Q2 2022
Added 39.53%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,503
shares
|
$278,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
12,467
shares
|
$277,266
0.02% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
12,465
shares
|
$277,221
0.14% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,231
shares
|
$272,017
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,207
shares
|
$271,483
0.0% of portfolio
|
Q3 2024
New holding
|