Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
137K+ 9.19% |
$2.54M - $3.13M
|
1.63M
$38.2M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 12.84% |
$2.25M - $2.77M
|
1.07M
$25M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 37.87% |
$2.18M - $2.69M
|
429K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.6K+ 9.02% |
$1.57M - $1.93M
|
1.02M
$24M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
65.2KNew |
$1.21M - $1.49M
|
65.2K
$1.53M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63.7K+ 18.11% |
$1.18M - $1.45M
|
415K
$9.73M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
60.6K+ 201.46% |
$1.12M - $1.38M
|
90.7K
$2.13M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$1.08M - $1.33M
|
58.1K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
46K+ 196.04% |
$852K - $1.05M
|
69.4K
$1.63M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
39.8K+ 1512.93% |
$737K - $907K
|
42.4K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.8KNew |
$664K - $817K
|
35.8K
$839K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 91.05% |
$560K - $689K
|
63.4K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.9K+ 10.96% |
$425K - $523K
|
232K
$5.44M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
21K+ 1.45% |
$390K - $480K
|
1.47M
$34.4M
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
20.1KNew |
$372K - $458K
|
20.1K
$471K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.1K+ 52.7% |
$354K - $436K
|
55.4K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6K+ 84.6% |
$345K - $425K
|
40.6K
$952K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.5KNew |
$344K - $423K
|
18.5K
$434K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18K+ 42.77% |
$334K - $411K
|
60.1K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14KNew |
$260K - $320K
|
14K
$329K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 53.63% |
$242K - $298K
|
37.4K
$877K
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
10K+ 10.33% |
$186K - $228K
|
107K
$2.5M
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
8.1K+ 25.34% |
$150K - $185K
|
40.1K
$939K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.31K+ 6.35% |
$135K - $167K
|
122K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.64K+ 7.37% |
$123K - $151K
|
96.7K
$2.27M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.37KNew |
$118K - $145K
|
6.37K
$149K
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.42K+ 14.26% |
$100K - $124K
|
43.4K
$1.02M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
5.42K+ 6.6% |
$100K - $124K
|
87.5K
$2.05M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.36K+ 13.19% |
$99.4K - $122K
|
46K
$1.08M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
5.27K+ 12.41% |
$97.7K - $120K
|
47.7K
$1.12M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5KNew |
$92.6K - $114K
|
5K
$117K
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
4.85K+ 2.83% |
$89.9K - $111K
|
177K
$4.14M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.53K+ 34.89% |
$84K - $103K
|
17.5K
$411K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.49K+ 23.01% |
$83.2K - $102K
|
24K
$562K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.43K+ 5.84% |
$82.2K - $101K
|
80.4K
$1.88M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.77K+ 23.17% |
$69.9K - $86K
|
20.1K
$470K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.69K+ 7.55% |
$49.9K - $61.4K
|
38.3K
$897K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.79K+ 164.65% |
$33.2K - $40.9K
|
2.88K
$67.5K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.7K+ 5.55% |
$31.5K - $38.7K
|
32.3K
$756K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 7.84% |
$25.5K - $31.4K
|
18.9K
$443K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.36K+ 2.51% |
$25.2K - $31K
|
55.6K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.21K+ 8.98% |
$22.5K - $27.7K
|
14.7K
$345K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02K+ 41.71% |
$18.9K - $23.2K
|
3.46K
$81.1K
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900New |
$16.7K - $20.5K
|
900
$21.1K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
295+ 2.25% |
$5.47K - $6.73K
|
13.4K
$314K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
256+ 0.68% |
$4.75K - $5.84K
|
37.7K
$883K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
161+ 8.53% |
$2.98K - $3.67K
|
2.05K
$48K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
104New |
$1.93K - $2.37K
|
104
$2.44K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
96+ 0.82% |
$1.78K - $2.19K
|
11.8K
$277K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
84+ 2.0% |
$1.56K - $1.92K
|
4.29K
$101K
|