Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.04K+ 12.5% |
$22.6K - $28.7K
|
9.33K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 6.34% |
$22.1K - $28.1K
|
17K
$489K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
894+ 0.79% |
$19.5K - $24.8K
|
115K
$3.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
783+ 2.75% |
$17.1K - $21.7K
|
29.2K
$840K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
588New |
$12.8K - $16.3K
|
588
$16.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
529+ 0.9% |
$11.5K - $14.7K
|
59.5K
$1.71M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
389New |
$8.48K - $10.8K
|
389
$11.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
299+ 26.67% |
$6.52K - $8.29K
|
1.42K
$40.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
225+ 1.82% |
$4.91K - $6.23K
|
12.6K
$361K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
189+ 14.89% |
$4.12K - $5.24K
|
1.46K
$41.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
145+ 1.2% |
$3.16K - $4.02K
|
12.2K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
130+ 1.52% |
$2.83K - $3.6K
|
8.69K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
107+ 68.15% |
$2.33K - $2.96K
|
264
$7.59K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
91+ 0.66% |
$1.98K - $2.52K
|
13.8K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46+ 0.08% |
$1K - $1.27K
|
54.2K
$1.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.06% |
$196 - $249
|
16.3K
$468K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.03% |
$87.2 - $111
|
11.8K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
4+ 0.04% |
$87.2 - $111
|
11K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 4.17% |
$21.8 - $27.7
|
23
$661
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8- 7.21% |
$174 - $222
|
103
$2.96K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9- 15.52% |
$196 - $249
|
49
$1.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-36- 0.18% |
$785 - $998
|
19.5K
$560K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-50- 7.19% |
$1.09K - $1.39K
|
645
$18.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-91- 6.69% |
$1.98K - $2.52K
|
1.27K
$36.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-100- 0.38% |
$2.18K - $2.77K
|
26.2K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 4.98% |
$2.18K - $2.77K
|
1.91K
$54.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-132- 0.98% |
$2.88K - $3.66K
|
13.4K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-244- 8.33% |
$5.32K - $6.76K
|
2.69K
$77.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-263- 0.3% |
$5.73K - $7.29K
|
86.2K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-296- 1.23% |
$6.45K - $8.2K
|
23.8K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-326- 7.38% |
$7.11K - $9.03K
|
4.09K
$118K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-370- 1.06% |
$8.07K - $10.3K
|
34.5K
$991K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-413- 0.96% |
$9K - $11.4K
|
42.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-479- 4.58% |
$10.4K - $13.3K
|
9.97K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-575- 4.65% |
$12.5K - $15.9K
|
11.8K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-588- 4.21% |
$12.8K - $16.3K
|
13.4K
$385K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-837- 7.47% |
$18.2K - $23.2K
|
10.4K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-917- 1.84% |
$20K - $25.4K
|
48.9K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.09K- 2.42% |
$23.8K - $30.3K
|
44.1K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.11K- 5.69% |
$24.2K - $30.8K
|
18.4K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.13K- 10.98% |
$24.6K - $31.3K
|
9.16K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 13.64% |
$31.2K - $39.6K
|
9.06K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.75K- 7.17% |
$38.2K - $48.5K
|
22.6K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.08K- 6.88% |
$45.3K - $57.6K
|
28.2K
$809K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.65K- 10.32% |
$57.8K - $73.5K
|
23.1K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.89K- 17.96% |
$84.8K - $108K
|
17.8K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.19K- 6.72% |
$178K - $227K
|
114K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.26K- 9.2% |
$180K - $229K
|
81.5K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.93K- 8.87% |
$195K - $247K
|
91.7K
$2.64M
|