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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-425- 3.7% |
$9.33K - $10.3K
|
11.1K
$277K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.67K+ 15.97% |
$168K - $186K
|
55.7K
$1.39M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 5.86% |
$36.2K - $39.9K
|
29.8K
$745K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$681 - $751
|
27.3K
$682K
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$46.8K - $51.6K
|
2.13K
$53.3K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$87.8 - $96.8
|
4
$100
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-5.24K- 29.42% |
$115K - $127K
|
12.6K
$314K
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.75K- 9.98% |
$60.3K - $66.5K
|
24.8K
$619K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-992- 0.83% |
$21.8K - $24K
|
118K
$2.95M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
223KNew |
$4.89M - $5.39M
|
223K
$5.57M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64K+ 80.48% |
$190K - $209K
|
19.4K
$484K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12KNew |
$264K - $291K
|
12K
$301K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.36K- 65.06% |
$51.9K - $57.2K
|
1.27K
$31.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-67- 2.24% |
$1.47K - $1.62K
|
2.93K
$73.3K
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.36K- 6.27% |
$29.9K - $32.9K
|
20.4K
$509K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.74K- 13.9% |
$38.2K - $42.1K
|
10.8K
$269K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$290K - $319K
|
13.2K
$330K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 0.22% |
$593 - $654
|
12.2K
$305K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.75K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.67KNew |
$36.7K - $40.4K
|
1.67K
$41.8K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.52KNew |
$210K - $234K
|
9.52K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-373- 28.07% |
$8.25K - $9.19K
|
956
$23.9K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-152- 1.2% |
$3.36K - $3.75K
|
12.5K
$312K
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
10KNew |
$221K - $246K
|
10K
$250K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.68K- 20.41% |
$59.3K - $66.1K
|
10.5K
$261K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-61.2K- 99.92% |
$1.35M - $1.51M
|
51
$1.28K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 17.09% |
$4.93K - $5.49K
|
1.08K
$27.1K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.28K+ 17.74% |
$94.5K - $105K
|
28.4K
$709K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-199- 1.86% |
$4.4K - $4.9K
|
10.5K
$262K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
470+ 587.5% |
$10.4K - $11.6K
|
550
$13.8K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.98KNew |
$88K - $98.1K
|
3.98K
$99.6K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-947- 81.57% |
$20.9K - $23.3K
|
214
$5.35K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
8.86KNew |
$196K - $218K
|
8.86K
$221K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 37.18% |
$416K - $463K
|
69.3K
$1.73M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 27.3% |
$558K - $622K
|
118K
$2.94M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
156+ 1.15% |
$3.45K - $3.84K
|
13.8K
$344K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 66.71% |
$30.7K - $34.2K
|
3.47K
$86.7K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.4KNew |
$441K - $487K
|
20.4K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.17K - $2.39K
|
100
$2.5K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
676+ 4.16% |
$14.6K - $16.2K
|
16.9K
$423K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.02K+ 26.66% |
$43.8K - $48.4K
|
9.6K
$240K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.86K- 91.7% |
$61.9K - $68.4K
|
259
$6.48K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$32.3K - $35.7K
|
1.49K
$37.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.63KNew |
$144K - $159K
|
6.63K
$166K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$50K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.34KNew |
$50.7K - $56.1K
|
2.34K
$58.6K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-121- 0.87% |
$2.62K - $2.9K
|
13.7K
$343K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-811- 8.27% |
$17.6K - $19.4K
|
8.99K
$225K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
313New |
$6.78K - $7.49K
|
313
$7.83K
|
|
Q1 2024 | |||||||
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-105Closed |
$2.26K - $2.39K
|
0
$0
|