Purchases and Sales Made in Q3 2023 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 2023. 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 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 13.61% |
$4.35M - $4.75M
|
1.77M
$41.5M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
206KNew |
$4.24M - $4.62M
|
206K
$4.83M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
190K+ 1967.09% |
$3.9M - $4.26M
|
200K
$4.68M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
125K+ 8.81% |
$2.57M - $2.8M
|
1.54M
$36.1M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
54.8K+ 19.83% |
$1.12M - $1.23M
|
331K
$7.75M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
37.7K+ 67.07% |
$773K - $844K
|
93.8K
$2.2M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
33.5K+ 126.72% |
$687K - $750K
|
59.9K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.2K+ 21.95% |
$518K - $565K
|
140K
$3.28M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.3KNew |
$479K - $523K
|
23.3K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6K+ 1.04% |
$443K - $483K
|
2.1M
$49.1M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.1KNew |
$434K - $473K
|
21.1K
$495K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18.8K+ 1.65% |
$386K - $421K
|
1.16M
$27.2M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.8K+ 22.85% |
$385K - $420K
|
101K
$2.36M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.6KNew |
$383K - $418K
|
18.6K
$437K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 121.64% |
$363K - $396K
|
32.2K
$754K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.8KNew |
$345K - $376K
|
16.8K
$393K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.8K+ 12.8% |
$324K - $354K
|
139K
$3.26M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15K+ 70.59% |
$308K - $336K
|
36.3K
$850K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.1K+ 10.85% |
$248K - $270K
|
123K
$2.89M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.19K+ 11.1% |
$168K - $184K
|
82K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.62K+ 4.55% |
$157K - $171K
|
175K
$4.11M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.33K+ 37.14% |
$150K - $164K
|
27K
$634K
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.84K+ 8.98% |
$120K - $131K
|
70.8K
$1.66M
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.58K+ 20.28% |
$115K - $125K
|
33.1K
$776K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.37K+ 9.51% |
$110K - $120K
|
61.8K
$1.45M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.06K+ 44.89% |
$104K - $113K
|
16.3K
$383K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.84K+ 20.82% |
$99.3K - $108K
|
28.1K
$657K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.2K+ 600.0% |
$86.3K - $94.1K
|
4.9K
$115K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.97K+ 10.37% |
$81.5K - $88.9K
|
42.2K
$990K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$43.9K - $47.9K
|
2.14K
$50.1K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.11K+ 4.26% |
$43.2K - $47.2K
|
51.5K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.67K+ 0.87% |
$34.3K - $37.4K
|
194K
$4.55M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.47K+ 3.17% |
$30.2K - $32.9K
|
47.8K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.28KNew |
$26.3K - $28.7K
|
1.28K
$30K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.19K+ 1.11% |
$24.5K - $26.7K
|
109K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
977+ 1.92% |
$20.1K - $21.9K
|
51.8K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
741+ 3.53% |
$15.2K - $16.6K
|
21.8K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
684+ 1.09% |
$14K - $15.3K
|
63.6K
$1.49M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
669+ 1.8% |
$13.7K - $15K
|
37.9K
$887K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
541New |
$11.1K - $12.1K
|
541
$12.7K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
465+ 1.06% |
$9.55K - $10.4K
|
44.2K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
429+ 3.7% |
$8.81K - $9.61K
|
12K
$282K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
423+ 2.5% |
$8.69K - $9.48K
|
17.3K
$406K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
390+ 2.36% |
$8.01K - $8.74K
|
16.9K
$397K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
270+ 3.58% |
$5.55K - $6.05K
|
7.82K
$183K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
226+ 40.21% |
$4.64K - $5.06K
|
788
$18.5K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
155+ 1.55% |
$3.18K - $3.47K
|
10.1K
$238K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
136+ 1.09% |
$2.79K - $3.05K
|
12.7K
$297K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
128+ 2.87% |
$2.63K - $2.87K
|
4.59K
$108K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
95+ 2.87% |
$1.95K - $2.13K
|
3.4K
$79.7K
|