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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
147+ 0.88% |
$3.23K - $3.64K
|
16.9K
$457K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
130New |
$2.85K - $3.22K
|
130
$3.52K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
114+ 106.54% |
$2.5K - $2.82K
|
221
$5.98K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33+ 3.03% |
$724 - $816
|
1.12K
$30.4K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
17+ 0.46% |
$373 - $421
|
3.74K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.13% |
$351 - $396
|
12.1K
$327K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
7+ 13.73% |
$154 - $173
|
58
$1.57K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.04% |
$87.8 - $99
|
10.8K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.01% |
$65.9 - $74.2
|
30.5K
$825K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.01% |
$22 - $24.7
|
10.9K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-93- 0.88% |
$2.04K - $2.3K
|
10.5K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-93- 10.02% |
$2.04K - $2.3K
|
835
$22.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 49.77% |
$2.41K - $2.72K
|
111
$3.01K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-156- 80.0% |
$3.42K - $3.86K
|
39
$1.06K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200- 2.15% |
$4.39K - $4.95K
|
9.1K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-257- 2.04% |
$5.64K - $6.36K
|
12.4K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-259- 0.6% |
$5.69K - $6.41K
|
42.8K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-265- 11.65% |
$5.82K - $6.56K
|
2.01K
$54.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-288- 17.47% |
$6.32K - $7.13K
|
1.36K
$36.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-310- 1.56% |
$6.8K - $7.67K
|
19.5K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-367- 0.45% |
$8.06K - $9.08K
|
81.7K
$2.21M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-385- 0.84% |
$8.45K - $9.52K
|
45.2K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 14.37% |
$11K - $12.4K
|
2.98K
$80.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-558- 5.14% |
$12.2K - $13.8K
|
10.3K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-581- 2.06% |
$12.8K - $14.4K
|
27.7K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-652- 0.64% |
$14.3K - $16.1K
|
101K
$2.73M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-688- 2.78% |
$15.1K - $17K
|
24.1K
$652K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-750- 0.41% |
$16.5K - $18.6K
|
182K
$4.92M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-843- 43.81% |
$18.5K - $20.9K
|
1.08K
$29.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 9.35% |
$23.7K - $26.8K
|
10.5K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.27K- 1.99% |
$27.9K - $31.4K
|
62.6K
$1.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 14.0% |
$32.6K - $36.7K
|
9.12K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 2.8% |
$34.3K - $38.6K
|
54.1K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 5.8% |
$34.7K - $39.2K
|
25.7K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.6K- 11.95% |
$35.2K - $39.7K
|
11.8K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 2.89% |
$38.5K - $43.4K
|
58.9K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.98K- 1.81% |
$43.5K - $49.1K
|
107K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.3K- 8.62% |
$50.5K - $56.9K
|
24.4K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.48K- 1.12% |
$54.5K - $61.5K
|
220K
$5.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.14K- 2.82% |
$68.9K - $77.7K
|
108K
$2.93M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 95.34% |
$70.5K - $79.4K
|
157
$4.25K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4K- 1.79% |
$87.8K - $98.9K
|
220K
$5.96M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 26.86% |
$99.5K - $112K
|
12.3K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.78K- 8.33% |
$105K - $118K
|
52.6K
$1.43M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.93K- 25.47% |
$108K - $122K
|
14.4K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 38.76% |
$132K - $148K
|
9.48K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.39K- 8.71% |
$140K - $158K
|
67K
$1.81M
|
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-8.79K- 5.08% |
$193K - $217K
|
164K
$4.45M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.38K- 0.49% |
$206K - $232K
|
1.92M
$51.9M
|