Calton & Associates, Inc. First Tr Exchange Trd Fd Ii Fi Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	N/A	-3,590 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	3,590	3,590 $99,000

Others Institutions Holding FGD

# of Institutions

163

Shares Held

17.6M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.55M
Shares

$73.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.84M
Shares

$52.8 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.81M
Shares

$52 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.16M
Shares

$33.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.06M
Shares

$30.5 Million
0.0% of portfolio

About FIRST TR EXCHANGE TRD FD II FI

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