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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
12,619
shares
|
$295,663
0.02% of portfolio
|
Q2 2024
Added 12.96%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,503
shares
|
$292,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
12,465
shares
|
$292,054
0.14% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,231
shares
|
$286,572
0.02% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,207
shares
|
$286,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
12,198
shares
|
$285,799
0.03% of portfolio
|
Q2 2024
Reduced 18.45%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
11,496
shares
|
$269,351
0.16% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
11,133
shares
|
$260,846
0.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
11,120
shares
|
$260,541
0.02% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
10,950
shares
|
$256,558
0.03% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
10,723
shares
|
$251,239
0.0% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
10,694
shares
|
$250,560
0.2% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
10,604
shares
|
$248,451
0.01% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,347
shares
|
$242,430
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,001
shares
|
$234,323
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,602
shares
|
$224,974
0.0% of portfolio
|
Q2 2024
Added 26.66%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
9,577
shares
|
$224,389
0.11% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,992
shares
|
$210,682
0.0% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
8,858
shares
|
$207,542
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,383
shares
|
$196,413
0.01% of portfolio
|
Q4 2023
Reduced 22.0%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
7,711
shares
|
$180,668
0.05% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
6,165
shares
|
$144,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
3,656
shares
|
$85,660
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,632
shares
|
$85,097
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,466
shares
|
$81,208
0.01% of portfolio
|
Q3 2024
Added 66.71%
|