Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
416K+ 26.98% |
$8.25M - $9.4M
|
1.96M
$46M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
378K+ 40.17% |
$7.48M - $8.52M
|
1.32M
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
183K+ 980.01% |
$3.62M - $4.12M
|
201K
$4.73M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
180KNew |
$3.56M - $4.06M
|
180K
$4.23M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
68.9KNew |
$1.37M - $1.56M
|
68.9K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
56.1KNew |
$1.11M - $1.27M
|
56.1K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.4K+ 252.74% |
$1.06M - $1.2M
|
74.5K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50.2K+ 30.49% |
$995K - $1.13M
|
215K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
39.9K+ 22.78% |
$791K - $902K
|
215K
$5.06M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
34.1KNew |
$675K - $770K
|
34.1K
$801K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
32.4KNew |
$643K - $733K
|
32.4K
$762K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
26K+ 163.57% |
$516K - $588K
|
41.9K
$986K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23K+ 1.99% |
$456K - $520K
|
1.18M
$27.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$310K - $353K
|
15.6K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$293K - $334K
|
14.8K
$348K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
14.6K+ 4.4% |
$288K - $329K
|
346K
$8.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.9KNew |
$275K - $314K
|
13.9K
$327K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.1KNew |
$241K - $274K
|
12.1K
$285K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
11.9K+ 100.25% |
$235K - $268K
|
23.7K
$557K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6KNew |
$230K - $262K
|
11.6K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.81KNew |
$194K - $222K
|
9.81K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.31KNew |
$184K - $210K
|
9.31K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.27K+ 54.73% |
$184K - $209K
|
26.2K
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
9.26KNew |
$183K - $209K
|
9.26K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.51K+ 12.09% |
$169K - $192K
|
79K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
7.98K+ 346.2% |
$158K - $180K
|
10.3K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.56K+ 59.69% |
$150K - $171K
|
20.2K
$475K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.95K+ 40.55% |
$138K - $157K
|
24.1K
$566K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.83K+ 7.11% |
$115K - $132K
|
87.8K
$2.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.29K+ 37.16% |
$105K - $120K
|
19.5K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.49K+ 26.78% |
$89K - $101K
|
21.3K
$500K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.47KNew |
$88.6K - $101K
|
4.47K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.5K+ 2.5% |
$69.2K - $78.9K
|
143K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3KNew |
$65.4K - $74.5K
|
3.3K
$77.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.53K+ 4.9% |
$50K - $57K
|
54K
$1.27M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.43KNew |
$48.2K - $54.9K
|
2.43K
$57.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.39K+ 3.99% |
$47.3K - $53.9K
|
62.3K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.05K+ 4.85% |
$40.6K - $46.2K
|
44.3K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$40.1K - $45.7K
|
2.02K
$47.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.9K+ 5.97% |
$37.7K - $43K
|
33.8K
$794K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.43K+ 0.97% |
$28.4K - $32.3K
|
149K
$3.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.2K+ 3.61% |
$23.7K - $27K
|
34.3K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.27% |
$21.9K - $25K
|
88.4K
$2.08M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
909+ 3.39% |
$18K - $20.5K
|
27.8K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
886+ 4.07% |
$17.6K - $20K
|
22.6K
$532K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
884+ 3.15% |
$17.5K - $20K
|
28.9K
$680K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
866+ 5.3% |
$17.2K - $19.6K
|
17.2K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
695New |
$13.8K - $15.7K
|
695
$16.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
580+ 73.6% |
$11.5K - $13.1K
|
1.37K
$32.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
555New |
$11K - $12.5K
|
555
$13K
|