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 152 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
835
shares
|
$20,457
0.02% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
700
shares
|
$17,150
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
695
shares
|
$17,027
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$15,092
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
616
shares
|
$15,092
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
497
shares
|
$12,176
0.0% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
443
shares
|
$10,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
371
shares
|
$9,089
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
350
shares
|
$8,575
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
297
shares
|
$7,276
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
270
shares
|
$6,615
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
259
shares
|
$6,345
0.0% of portfolio
|
Q2 2024
Reduced 91.7%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
221
shares
|
$5,414
0.0% of portfolio
|
Q1 2025
Added 106.54%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
208
shares
|
$5,096
0.0% of portfolio
|
Q1 2024
Reduced 15.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
200
shares
|
$4,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
157
shares
|
$3,846
0.0% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
130
shares
|
$3,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104
shares
|
$2,548
0.0% of portfolio
|
Q4 2017
Added 326.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$2,450
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
80
shares
|
$1,960
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
70
shares
|
$1,715
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
51
shares
|
$1,249
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
39
shares
|
$955
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
24
shares
|
$588
0.0% of portfolio
|
Q4 2024
Reduced 78.38%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$98
0.0% of portfolio
|
Q4 2024
New holding
|