Latest Institutional Transactions on First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Ii Fi (FGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 0.13% |
$351 - $396
|
12.1K
$302K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.6K- 11.95% |
$35.2K - $39.7K
|
11.8K
$295K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
219+ 0.19% |
$4.81K - $5.42K
|
114K
$2.84M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
277K+ 17.23% |
$6.09M - $6.86M
|
1.89M
$47.2M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.54K- 26.86% |
$99.5K - $112K
|
12.3K
$309K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
305+ 2.65% |
$6.69K - $7.55K
|
11.8K
$295K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.07K+ 0.66% |
$133K - $150K
|
922K
$23M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.39K- 8.71% |
$140K - $158K
|
67K
$1.67M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 9.35% |
$23.7K - $26.8K
|
10.5K
$262K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.51KNew |
$187K - $211K
|
8.51K
$213K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-93- 0.88% |
$2.04K - $2.3K
|
10.5K
$261K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
187+ 4.42% |
$4.1K - $4.63K
|
4.42K
$110K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
324+ 1.41% |
$7.11K - $8.02K
|
23.3K
$582K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-843- 43.81% |
$18.5K - $20.9K
|
1.08K
$27K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.6K+ 23.85% |
$211K - $238K
|
49.9K
$1.25M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
33+ 3.03% |
$724 - $816
|
1.12K
$28K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
596+ 4.22% |
$13.1K - $14.7K
|
14.7K
$368K
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-558- 5.14% |
$12.2K - $13.8K
|
10.3K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.14K- 2.82% |
$68.9K - $77.7K
|
108K
$2.7M
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-288- 17.47% |
$6.32K - $7.13K
|
1.36K
$34K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
733+ 7.0% |
$16.1K - $18.1K
|
11.2K
$280K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3+ 0.01% |
$65.9 - $74.2
|
30.5K
$761K
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
5.05K+ 4.85% |
$111K - $125K
|
109K
$2.73M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.3K- 8.62% |
$50.5K - $56.9K
|
24.4K
$610K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
638+ 2.16% |
$14K - $15.8K
|
30.2K
$756K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4K- 1.79% |
$87.8K - $98.9K
|
220K
$5.5M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 14.0% |
$32.6K - $36.7K
|
9.12K
$228K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.31K+ 22.65% |
$139K - $156K
|
34.2K
$854K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.58K+ 41.78% |
$100K - $113K
|
15.5K
$388K
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-4.78K- 8.33% |
$105K - $118K
|
52.6K
$1.32M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-110- 49.77% |
$2.41K - $2.72K
|
111
$2.78K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.06K+ 14.92% |
$155K - $175K
|
54.3K
$1.36M
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 4.6% |
$33.6K - $37.9K
|
34.8K
$871K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
147+ 0.88% |
$3.23K - $3.64K
|
16.9K
$422K
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.98K- 1.81% |
$43.5K - $49.1K
|
107K
$2.69M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.01% |
$22 - $24.7
|
10.9K
$274K
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-257- 2.04% |
$5.64K - $6.36K
|
12.4K
$309K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-93- 10.02% |
$2.04K - $2.3K
|
835
$20.9K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-367- 0.45% |
$8.06K - $9.08K
|
81.7K
$2.04M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-385- 0.84% |
$8.45K - $9.52K
|
45.2K
$1.13M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6K- 38.76% |
$132K - $148K
|
9.48K
$237K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.67KNew |
$190K - $214K
|
8.67K
$217K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
9.25K+ 59.07% |
$203K - $229K
|
24.9K
$622K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-156- 80.0% |
$3.42K - $3.86K
|
39
$975
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 14.37% |
$11K - $12.4K
|
2.98K
$74.5K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.5K+ 56.99% |
$1.53M - $1.72M
|
192K
$4.79M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.45K+ 38.73% |
$120K - $135K
|
19.5K
$488K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-259- 0.6% |
$5.69K - $6.41K
|
42.8K
$1.07M
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
691+ 0.47% |
$15.2K - $17.1K
|
146K
$3.66M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.17K+ 7.72% |
$25.6K - $28.8K
|
16.3K
$407K
|