Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
521+ 1.91% |
$11.4K - $12.6K
|
27.9K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 3.87% |
$11K - $12.1K
|
13.4K
$321K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
443New |
$9.73K - $10.7K
|
443
$10.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 0.67% |
$9.42K - $10.4K
|
64.7K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
371New |
$8.15K - $8.98K
|
371
$8.89K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
297New |
$6.52K - $7.19K
|
297
$7.11K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.39K - $4.84K
|
200
$4.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.28K - $4.72K
|
195
$4.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 1.35% |
$4.13K - $4.55K
|
14.1K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
145+ 1.16% |
$3.18K - $3.51K
|
12.6K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
107New |
$2.35K - $2.59K
|
107
$2.56K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.68K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
62+ 1.7% |
$1.36K - $1.5K
|
3.72K
$89K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 0.5% |
$1.32K - $1.45K
|
12.1K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 1.72% |
$1.25K - $1.38K
|
3.37K
$80.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.3% |
$703 - $775
|
10.5K
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$681 - $751
|
27.3K
$654K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15+ 0.79% |
$329 - $363
|
1.92K
$46.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.12% |
$285 - $315
|
10.8K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$87.8 - $96.8
|
4
$95.8
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.03% |
$65.9 - $72.6
|
10.9K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-10- 0.04% |
$220 - $242
|
26.3K
$631K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 0.22% |
$593 - $654
|
12.2K
$292K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-33- 0.08% |
$725 - $799
|
43.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 2.15% |
$1.1K - $1.21K
|
2.28K
$54.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-64- 0.21% |
$1.41K - $1.55K
|
30.5K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-67- 2.24% |
$1.47K - $1.62K
|
2.93K
$70.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-87- 78.38% |
$1.91K - $2.11K
|
24
$575
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125- 20.1% |
$2.75K - $3.03K
|
497
$11.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-142- 1.32% |
$3.12K - $3.44K
|
10.6K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 0.27% |
$3.45K - $3.8K
|
57.4K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-225- 0.56% |
$4.94K - $5.45K
|
40.3K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-284- 2.55% |
$6.24K - $6.88K
|
10.8K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-425- 3.7% |
$9.33K - $10.3K
|
11.1K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-441- 2.55% |
$9.68K - $10.7K
|
16.9K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-611- 2.02% |
$13.4K - $14.8K
|
29.6K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-639- 5.23% |
$14K - $15.5K
|
11.6K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-653- 28.37% |
$14.3K - $15.8K
|
1.65K
$39.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-992- 0.83% |
$21.8K - $24K
|
118K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.36K- 6.27% |
$29.9K - $32.9K
|
20.4K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.66K- 1.97% |
$36.4K - $40.1K
|
82.3K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.74K- 13.9% |
$38.2K - $42.1K
|
10.8K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.84K- 2.95% |
$40.3K - $44.4K
|
60.4K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.18K- 18.97% |
$47.8K - $52.7K
|
9.3K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.36K- 65.06% |
$51.9K - $57.2K
|
1.27K
$30.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.56K- 11.44% |
$56.2K - $62K
|
19.8K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.75K- 9.98% |
$60.3K - $66.5K
|
24.8K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.02K- 2.9% |
$66.4K - $73.2K
|
101K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.14K- 1.81% |
$90.9K - $100K
|
224K
$5.36M
|