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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-97- 0.52% |
$2.09K - $2.21K
|
18.5K
$435K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-105Closed |
$2.26K - $2.39K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 2.47% |
$2.89K - $3.05K
|
5.3K
$124K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-147- 0.49% |
$3.17K - $3.35K
|
30.1K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-173- 1.53% |
$3.73K - $3.94K
|
11.2K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-173- 2.23% |
$3.73K - $3.94K
|
7.58K
$178K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-217- 0.96% |
$4.68K - $4.94K
|
22.4K
$527K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-225- 0.81% |
$4.85K - $5.12K
|
27.5K
$647K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-268- 2.72% |
$5.78K - $6.1K
|
9.58K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-350- 9.03% |
$7.55K - $7.97K
|
3.53K
$82.9K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-498- 0.45% |
$10.7K - $11.3K
|
111K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-505- 16.95% |
$10.9K - $11.5K
|
2.48K
$58.2K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-641- 3.18% |
$13.8K - $14.6K
|
19.5K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-718- 1.26% |
$15.5K - $16.3K
|
56.4K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-733- 1.2% |
$15.8K - $16.7K
|
60.2K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-764- 5.5% |
$16.5K - $17.4K
|
13.1K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-825- 6.79% |
$17.8K - $18.8K
|
11.3K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-827- 0.76% |
$17.8K - $18.8K
|
108K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-848- 6.02% |
$18.3K - $19.3K
|
13.2K
$311K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-944- 1.2% |
$20.4K - $21.5K
|
78K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 3.23% |
$23.5K - $24.8K
|
32.7K
$768K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.13K- 2.39% |
$24.3K - $25.6K
|
45.9K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.14K- 3.33% |
$24.5K - $25.9K
|
33K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 0.82% |
$25.3K - $26.7K
|
142K
$3.34M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.6K- 35.84% |
$34.6K - $36.5K
|
2.87K
$67.4K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.88K- 5.49% |
$40.6K - $42.9K
|
32.4K
$762K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-2.34K- 0.68% |
$50.4K - $53.2K
|
343K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.28K- 3.63% |
$70.6K - $74.6K
|
86.9K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.29K- 16.84% |
$71K - $74.9K
|
16.2K
$382K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.17K- 61.63% |
$90K - $95K
|
2.6K
$61.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.85K- 5.49% |
$105K - $110K
|
83.5K
$1.96M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-5.73K- 34.1% |
$124K - $131K
|
11.1K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.84K- 3.91% |
$126K - $133K
|
144K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.3K- 30.58% |
$136K - $143K
|
14.3K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-6.32K- 64.38% |
$136K - $144K
|
3.5K
$82.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.66K- 11.97% |
$165K - $174K
|
56.3K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-8.32K- 14.82% |
$180K - $189K
|
47.8K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.4K- 12.63% |
$203K - $214K
|
65.1K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.4K- 51.54% |
$225K - $237K
|
9.8K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 45.57% |
$241K - $255K
|
13.4K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-13.2K- 55.56% |
$284K - $300K
|
10.5K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-14.7K- 39.65% |
$318K - $336K
|
22.4K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 1.19% |
$333K - $352K
|
1.28M
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.2K- 63.07% |
$371K - $391K
|
10.1K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.4K- 7.73% |
$440K - $464K
|
243K
$5.72M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26K- 7.61% |
$561K - $593K
|
316K
$7.43M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.4K- 18.34% |
$850K - $898K
|
175K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-41.7K- 99.48% |
$900K - $950K
|
219
$5.15K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-72.1K- 43.48% |
$1.55M - $1.64M
|
93.7K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-192K- 25.14% |
$4.15M - $4.38M
|
573K
$13.5M
|