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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
16,282
shares
|
$463,222
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
15,986
shares
|
$454,801
0.01% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
15,525
shares
|
$441,686
0.04% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
14,402
shares
|
$409,736
0.01% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,345
shares
|
$408,115
0.0% of portfolio
|
Q2 2025
Reduced 49.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,991
shares
|
$398,043
0.0% of portfolio
|
Q2 2025
Added 29.93%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
13,830
shares
|
$393,463
0.06% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
13,775
shares
|
$391,898
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,731
shares
|
$390,646
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
13,634
shares
|
$387,887
0.17% of portfolio
|
Q4 2024
Reduced 42.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,378
shares
|
$380,604
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
13,350
shares
|
$379,807
0.03% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,883
shares
|
$366,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,879
shares
|
$366,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,622
shares
|
$359,095
0.11% of portfolio
|
Q2 2022
Added 39.53%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,572
shares
|
$357,673
0.01% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
12,237
shares
|
$348,142
0.02% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
12,030
shares
|
$342,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
11,820
shares
|
$336,279
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
11,778
shares
|
$335,084
0.13% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
11,071
shares
|
$314,969
0.19% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
10,951
shares
|
$311,555
0.14% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
10,950
shares
|
$311,527
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
10,914
shares
|
$310,503
0.02% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
10,765
shares
|
$306,264
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|