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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9.32K+ 14.41% |
$204K - $230K
|
74K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
130New |
$2.85K - $3.22K
|
130
$3.61K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
16.5KNew |
$362K - $408K
|
16.5K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.02K+ 26.87% |
$132K - $149K
|
28.4K
$789K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
3.04K+ 28.38% |
$66.7K - $75.1K
|
13.7K
$381K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.21K- 95.34% |
$70.5K - $79.4K
|
157
$4.36K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.8K- 65.33% |
$1.25M - $1.38M
|
30.2K
$837K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
443New |
$9.73K - $10.7K
|
443
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
26.3KNew |
$579K - $638K
|
26.3K
$731K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
297New |
$6.52K - $7.19K
|
297
$8.24K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$303K - $334K
|
13.8K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
371New |
$8.15K - $8.98K
|
371
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 46.23% |
$97K - $107K
|
14K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-9.99K- 42.28% |
$219K - $242K
|
13.6K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-87- 78.38% |
$1.91K - $2.11K
|
24
$666
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-425- 3.7% |
$9.33K - $10.3K
|
11.1K
$307K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.39K - $4.84K
|
200
$5.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.24K- 29.42% |
$115K - $127K
|
12.6K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$87.8 - $96.8
|
4
$111
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$46.8K - $51.6K
|
2.13K
$59.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12KNew |
$264K - $291K
|
12K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.36K- 65.06% |
$51.9K - $57.2K
|
1.27K
$35.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-67- 2.24% |
$1.47K - $1.62K
|
2.93K
$81.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.36K- 6.27% |
$29.9K - $32.9K
|
20.4K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.74K- 13.9% |
$38.2K - $42.1K
|
10.8K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 0.22% |
$593 - $654
|
12.2K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$290K - $319K
|
13.2K
$366K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.67KNew |
$36.7K - $40.4K
|
1.67K
$46.3K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.94K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.52KNew |
$210K - $234K
|
9.52K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-373- 28.07% |
$8.25K - $9.19K
|
956
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-152- 1.2% |
$3.36K - $3.75K
|
12.5K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.28K+ 17.74% |
$94.5K - $105K
|
28.4K
$787K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 17.09% |
$4.93K - $5.49K
|
1.08K
$30K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.68K- 20.41% |
$59.3K - $66.1K
|
10.5K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
10KNew |
$221K - $246K
|
10K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-199- 1.86% |
$4.4K - $4.9K
|
10.5K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
470+ 587.5% |
$10.4K - $11.6K
|
550
$15.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.98KNew |
$88K - $98.1K
|
3.98K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-947- 81.57% |
$20.9K - $23.3K
|
214
$5.94K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 37.18% |
$416K - $463K
|
69.3K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 27.3% |
$558K - $622K
|
118K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
156+ 1.15% |
$3.45K - $3.84K
|
13.8K
$382K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 66.71% |
$30.7K - $34.2K
|
3.47K
$96.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.17K - $2.39K
|
100
$2.78K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.02K+ 26.66% |
$43.8K - $48.4K
|
9.6K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.86K- 91.7% |
$61.9K - $68.4K
|
259
$7.19K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$32.3K - $35.7K
|
1.49K
$41.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.63KNew |
$144K - $159K
|
6.63K
$184K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$55.5K
|
|