Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100KNew |
$2.16M - $2.28M
|
100K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.3KNew |
$654K - $690K
|
30.3K
$712K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.9K+ 23.37% |
$581K - $613K
|
142K
$3.34M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 13.19% |
$556K - $587K
|
221K
$5.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
23.7K+ 70.44% |
$510K - $539K
|
57.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 52.15% |
$462K - $488K
|
62.6K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.2KNew |
$435K - $459K
|
20.2K
$474K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 2.11% |
$428K - $451K
|
960K
$22.6M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19KNew |
$409K - $432K
|
19K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
16.6K+ 62.85% |
$357K - $377K
|
42.9K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.7K+ 16.97% |
$339K - $358K
|
108K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$333K - $351K
|
15.4K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 10.9% |
$223K - $236K
|
105K
$2.48M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$223K - $236K
|
10.3K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.13KNew |
$197K - $208K
|
9.13K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.1KNew |
$196K - $207K
|
9.1K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.05K+ 4.98% |
$195K - $206K
|
191K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9KNew |
$194K - $205K
|
9K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
8.61K+ 25.53% |
$186K - $196K
|
42.3K
$994K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.73K+ 1.69% |
$167K - $176K
|
466K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.55K+ 12.12% |
$163K - $172K
|
69.8K
$1.64M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.17K+ 94.31% |
$133K - $140K
|
12.7K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.09K+ 2.83% |
$131K - $139K
|
221K
$5.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.52K+ 19.07% |
$119K - $126K
|
34.5K
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.33K+ 7.64% |
$115K - $121K
|
75.1K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5K+ 29.1% |
$108K - $114K
|
22.2K
$522K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.92K+ 7.25% |
$84.5K - $89.2K
|
57.9K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.26KNew |
$48.7K - $51.5K
|
2.26K
$53.1K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.67K+ 3.77% |
$36K - $38K
|
46K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 1.42% |
$26.8K - $28.3K
|
89K
$2.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.14KNew |
$24.6K - $25.9K
|
1.14K
$26.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
979New |
$21.1K - $22.3K
|
979
$23K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
801+ 5.13% |
$17.3K - $18.2K
|
16.4K
$386K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
800+ 62.55% |
$17.3K - $18.2K
|
2.08K
$48.9K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
688+ 28.3% |
$14.8K - $15.7K
|
3.12K
$73.3K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
300+ 2.8% |
$6.47K - $6.83K
|
11K
$259K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
297+ 1.78% |
$6.41K - $6.76K
|
17K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
270New |
$5.82K - $6.15K
|
270
$6.35K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
250New |
$5.39K - $5.69K
|
250
$5.88K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
204+ 0.86% |
$4.4K - $4.65K
|
23.8K
$560K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
80New |
$1.73K - $1.82K
|
80
$1.88K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
75+ 2.18% |
$1.62K - $1.71K
|
3.52K
$82.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
68+ 2.18% |
$1.47K - $1.55K
|
3.19K
$74.8K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
67+ 0.58% |
$1.45K - $1.53K
|
11.7K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 0.44% |
$1.4K - $1.48K
|
15K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.15% |
$324 - $342
|
10.2K
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.07% |
$194 - $205
|
13.4K
$314K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$21.6 - $22.8
|
1.88K
$44.1K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-17- 0.15% |
$367 - $387
|
11K
$258K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 15.1% |
$798 - $842
|
208
$4.89K
|