Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRD FD II FI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.77MNew |
$59.4M - $66.2M
|
2.77M
$64.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
632KNew |
$13.6M - $15.1M
|
632K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
570K+ 47.03% |
$12.2M - $13.6M
|
1.78M
$41.8M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339K+ 26.98% |
$7.27M - $8.1M
|
1.59M
$37.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
302K+ 39.87% |
$6.49M - $7.23M
|
1.06M
$24.8M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
288K+ 82.78% |
$6.19M - $6.9M
|
637K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
192K+ 49.58% |
$4.11M - $4.58M
|
578K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 12.73% |
$3.93M - $4.38M
|
1.62M
$38M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
111K+ 300.73% |
$2.37M - $2.65M
|
147K
$3.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
101K+ 1216.29% |
$2.16M - $2.41M
|
109K
$2.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.7K+ 129.18% |
$1.69M - $1.88M
|
140K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
71.8K+ 142.54% |
$1.54M - $1.72M
|
122K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
65.9KNew |
$1.41M - $1.58M
|
65.9K
$1.54M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.1KNew |
$1.05M - $1.17M
|
49.1K
$1.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
46.8K+ 46.09% |
$1.01M - $1.12M
|
148K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.2K+ 32.37% |
$990K - $1.1M
|
189K
$4.42M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
43.9K+ 89532.65% |
$941K - $1.05M
|
43.9K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
42.5K+ 76.4% |
$912K - $1.02M
|
98.2K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41K+ 49.44% |
$879K - $980K
|
124K
$2.9M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
31.9KNew |
$685K - $763K
|
31.9K
$748K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30K+ 93.37% |
$644K - $717K
|
62.1K
$1.46M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
26.3KNew |
$564K - $629K
|
26.3K
$616K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.3K+ 8.66% |
$306K - $341K
|
179K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 18.77% |
$278K - $310K
|
82.1K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
12.9K+ 28.1% |
$277K - $308K
|
58.7K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9K+ 15.26% |
$234K - $261K
|
82.3K
$1.93M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.9K+ 86.61% |
$233K - $260K
|
23.4K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.5K+ 66.03% |
$225K - $251K
|
26.3K
$617K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
9.99KNew |
$214K - $239K
|
9.99K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.71K+ 16.12% |
$208K - $232K
|
70K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.42KNew |
$202K - $225K
|
9.42K
$221K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
9.34KNew |
$200K - $223K
|
9.34K
$219K
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.14KNew |
$196K - $219K
|
9.14K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7KNew |
$150K - $167K
|
7K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.85K+ 17.04% |
$147K - $164K
|
47.1K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.68KNew |
$143K - $160K
|
6.68K
$156K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.46K+ 32.25% |
$117K - $131K
|
22.4K
$524K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.05KNew |
$108K - $121K
|
5.05K
$118K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.82K+ 12.04% |
$60.5K - $67.4K
|
26.2K
$614K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.68K+ 4.39% |
$57.6K - $64.2K
|
63.8K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.16K+ 3.12% |
$46.3K - $51.6K
|
71.2K
$1.67M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.15K+ 4.46% |
$46.2K - $51.5K
|
50.4K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.97K+ 1.19% |
$42.2K - $47.1K
|
167K
$3.92M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.17KNew |
$25.2K - $28.1K
|
1.17K
$27.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.02K+ 77.06% |
$21.8K - $24.4K
|
2.34K
$54.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
985New |
$21.1K - $23.6K
|
985
$23.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
950New |
$20.4K - $22.7K
|
950
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
939+ 7.65% |
$20.2K - $22.5K
|
13.2K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
828+ 4.69% |
$17.8K - $19.8K
|
18.5K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
724New |
$15.5K - $17.3K
|
724
$17K
|