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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$47K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.34KNew |
$50.7K - $56.1K
|
2.34K
$55.1K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
665+ 6.47% |
$14.4K - $15.9K
|
11K
$257K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-811- 8.27% |
$17.6K - $19.4K
|
8.99K
$211K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-121- 0.87% |
$2.62K - $2.9K
|
13.7K
$323K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
154+ 0.94% |
$3.34K - $3.69K
|
16.6K
$390K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
313New |
$6.78K - $7.49K
|
313
$7.36K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.45K+ 12.96% |
$31.4K - $34.7K
|
12.6K
$297K
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 13.19% |
$556K - $587K
|
221K
$5.2M
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-105Closed |
$2.26K - $2.39K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$333K - $351K
|
15.4K
$363K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9KNew |
$194K - $205K
|
9K
$212K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.13KNew |
$197K - $208K
|
9.13K
$215K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-41.7K- 99.48% |
$900K - $950K
|
219
$5.15K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-17.2K- 63.07% |
$371K - $391K
|
10.1K
$237K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 1.42% |
$26.8K - $28.3K
|
89K
$2.09M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-14.7K- 39.65% |
$318K - $336K
|
22.4K
$527K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-764- 5.5% |
$16.5K - $17.4K
|
13.1K
$309K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-37- 15.1% |
$798 - $842
|
208
$4.89K
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19KNew |
$409K - $432K
|
19K
$446K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
250New |
$5.39K - $5.69K
|
250
$5.88K
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-268- 2.72% |
$5.78K - $6.1K
|
9.58K
$225K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$223K - $236K
|
10.3K
$243K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.2KNew |
$435K - $459K
|
20.2K
$474K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 2.47% |
$2.89K - $3.05K
|
5.3K
$124K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
270New |
$5.82K - $6.15K
|
270
$6.35K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
23.7K+ 70.44% |
$510K - $539K
|
57.3K
$1.35M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.1KNew |
$196K - $207K
|
9.1K
$214K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
979New |
$21.1K - $22.3K
|
979
$23K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
511New |
$10.1K - $11.5K
|
511
$12K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
500New |
$9.91K - $11.3K
|
500
$11.8K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.1K- 10.08% |
$41.6K - $47.4K
|
18.7K
$440K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-368K- 18.95% |
$7.28M - $8.3M
|
1.57M
$36.9M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.02KNew |
$40.1K - $45.7K
|
2.02K
$47.6K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.48K- 33.59% |
$29.4K - $33.5K
|
2.93K
$68.9K
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$293K - $334K
|
14.8K
$348K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-4.2K- 85.71% |
$83.2K - $94.8K
|
700
$16.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3KNew |
$65.4K - $74.5K
|
3.3K
$77.6K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
695New |
$13.8K - $15.7K
|
695
$16.3K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9New |
$178 - $203
|
9
$212
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-75- 0.96% |
$1.49K - $1.69K
|
7.71K
$181K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
555New |
$11K - $12.5K
|
555
$13K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
9.27K+ 54.73% |
$184K - $209K
|
26.2K
$616K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.95K+ 40.55% |
$138K - $157K
|
24.1K
$566K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.37K- 22.0% |
$46.9K - $53.4K
|
8.38K
$197K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-77- 0.63% |
$1.58K - $1.73K
|
12.1K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
977+ 1.92% |
$20.1K - $21.9K
|
51.8K
$1.22M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-304- 77.75% |
$6.24K - $6.81K
|
87
$2.04K
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-4.84K- 7.52% |
$99.5K - $109K
|
59.6K
$1.4M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
541New |
$11.1K - $12.1K
|
541
$12.7K
|