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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,311
shares
|
$77,576
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,997
shares
|
$70,219
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,930
shares
|
$68,649
0.0% of portfolio
|
Q4 2023
Reduced 33.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,794
shares
|
$65,463
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
2,425
shares
|
$56,817
0.0% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
2,302
shares
|
$53,935
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
2,260
shares
|
$52,951
0.0% of portfolio
|
Q3 2018
Added 2.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
2,100
shares
|
$49,203
0.01% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,000
shares
|
$46,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,909
shares
|
$44,727
0.0% of portfolio
|
Q3 2024
Reduced 44.91%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,491
shares
|
$34,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
1,329
shares
|
$31,138
0.0% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,305
shares
|
$30,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
1,233
shares
|
$28,889
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
700
shares
|
$16,401
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
695
shares
|
$16,283
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
616
shares
|
$14,432
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
616
shares
|
$14,432
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
615
shares
|
$14,409
0.0% of portfolio
|
Q2 2024
Reduced 76.34%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
511
shares
|
$11,972
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
350
shares
|
$8,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
270
shares
|
$6,326
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
259
shares
|
$6,068
0.0% of portfolio
|
Q2 2024
Reduced 91.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
225
shares
|
$5,271
0.0% of portfolio
|
Q2 2021
Reduced 96.02%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
219
shares
|
$5,131
0.0% of portfolio
|
Q1 2024
Reduced 99.48%
|