Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
833K+ 218.73% |
$18.3M - $20.6M
|
1.21M
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
277K+ 17.23% |
$6.09M - $6.86M
|
1.89M
$51.1M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
78.5KNew |
$1.72M - $1.94M
|
78.5K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.5K+ 56.99% |
$1.53M - $1.72M
|
192K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
63.9K+ 557.6% |
$1.4M - $1.58M
|
75.4K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.2K+ 192.1% |
$1.26M - $1.42M
|
87K
$2.36M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.1K+ 215.35% |
$683K - $769K
|
45.5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.2KNew |
$618K - $697K
|
28.2K
$762K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
24.2KNew |
$532K - $599K
|
24.2K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.8K+ 1.78% |
$390K - $439K
|
1.02M
$27.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.5KNew |
$362K - $408K
|
16.5K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$300K - $338K
|
13.7K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.5K+ 103607.69% |
$296K - $333K
|
13.5K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.3KNew |
$292K - $330K
|
13.3K
$361K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 472.19% |
$290K - $326K
|
16K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.9KNew |
$283K - $319K
|
12.9K
$349K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
9.68K+ 2.3% |
$212K - $239K
|
430K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.6K+ 23.85% |
$211K - $238K
|
49.9K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.32K+ 14.41% |
$204K - $230K
|
74K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
9.25K+ 59.07% |
$203K - $229K
|
24.9K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.67KNew |
$190K - $214K
|
8.67K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
8.56KNew |
$188K - $212K
|
8.56K
$232K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.51KNew |
$187K - $211K
|
8.51K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.06K+ 14.92% |
$155K - $175K
|
54.3K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 22.65% |
$139K - $156K
|
34.2K
$925K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.07K+ 0.66% |
$133K - $150K
|
922K
$25M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 26.87% |
$132K - $149K
|
28.4K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.81K+ 43.37% |
$128K - $144K
|
19.2K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 38.73% |
$120K - $135K
|
19.5K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 0.88% |
$119K - $134K
|
618K
$16.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.05K+ 4.85% |
$111K - $125K
|
109K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.58K+ 41.78% |
$100K - $113K
|
15.5K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 3.13% |
$81.1K - $91.4K
|
122K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
3.04K+ 28.38% |
$66.7K - $75.1K
|
13.7K
$372K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.71K+ 4.48% |
$59.4K - $67K
|
63.1K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.69K+ 14.16% |
$59K - $66.5K
|
21.7K
$586K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 4.6% |
$33.6K - $37.9K
|
34.8K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.17K+ 7.72% |
$25.6K - $28.8K
|
16.3K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
916+ 1.07% |
$20.1K - $22.7K
|
86.4K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
733+ 7.0% |
$16.1K - $18.1K
|
11.2K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
691+ 0.47% |
$15.2K - $17.1K
|
146K
$3.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
638+ 2.16% |
$14K - $15.8K
|
30.2K
$819K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
596+ 4.22% |
$13.1K - $14.7K
|
14.7K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
324+ 1.41% |
$7.11K - $8.02K
|
23.3K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
305+ 2.65% |
$6.69K - $7.55K
|
11.8K
$320K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
288+ 2.71% |
$6.32K - $7.13K
|
10.9K
$296K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
226+ 45.47% |
$4.96K - $5.59K
|
723
$19.6K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
219+ 0.19% |
$4.81K - $5.42K
|
114K
$3.08M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$4.39K - $4.95K
|
200
$5.42K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
187+ 4.42% |
$4.1K - $4.63K
|
4.42K
$120K
|