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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
521New |
$9.53K - $11.7K
|
521
$11.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
20New |
$366 - $450
|
20
$450
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900New |
$16.7K - $20.5K
|
900
$20.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
295+ 2.25% |
$5.47K - $6.73K
|
13.4K
$302K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.37KNew |
$118K - $145K
|
6.37K
$144K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$1.08M - $1.33M
|
58.1K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.5KNew |
$344K - $423K
|
18.5K
$418K
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.6K- 48.29% |
$197K - $242K
|
11.4K
$256K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 7.84% |
$25.5K - $31.4K
|
18.9K
$426K
|
|
| Q2 2022 | |||||||
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-8.59KClosed |
$187K - $219K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.22% |
$65.2 - $76.6
|
1.37K
$30.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-989Closed |
$21.5K - $25.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-49Closed |
$1.07K - $1.25K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
616New |
$13.4K - $15.7K
|
616
$13.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-48Closed |
$1.04K - $1.23K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-155Closed |
$3.37K - $3.96K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
328New |
$7.13K - $8.37K
|
328
$7.39K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.21KNew |
$91.5K - $107K
|
4.21K
$94.8K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
455New |
$9.89K - $11.6K
|
455
$10.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-43.5KClosed |
$945K - $1.11M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.58K+ 39.53% |
$77.7K - $91.3K
|
12.6K
$284K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.5KClosed |
$316K - $371K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$8.7K - $10.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
SELL
|
- |
-8.53KClosed |
$185K - $218K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-434Closed |
$10.3K - $11.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
79.5KNew |
$1.89M - $2.13M
|
79.5K
$1.79M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-7.3K- 41.65% |
$174K - $195K
|
10.2K
$230K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
308New |
$7.32K - $8.23K
|
308
$6.94K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-510Closed |
$12.1K - $13.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-531Closed |
$12.6K - $14.2K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-30Closed |
$713 - $802
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
58New |
$1.38K - $1.55K
|
58
$1.31K
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
575New |
$13.9K - $15K
|
575
$12.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-10.7KClosed |
$259K - $277K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-2.73KClosed |
$66.3K - $71.1K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-826- 3.91% |
$20K - $21.5K
|
20.3K
$458K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.06K+ 206.0% |
$50K - $53.6K
|
3.06K
$68.9K
|
|
| Q3 2021 | |||||||
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 4.79% |
$697 - $737
|
613
$13.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2KClosed |
$1.25M - $1.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.5KClosed |
$212K - $224K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.99KClosed |
$199K - $210K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-8.81KClosed |
$220K - $232K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.6KClosed |
$314K - $332K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.03KClosed |
$225K - $238K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-7.89KClosed |
$197K - $208K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-196Closed |
$4.88K - $5.16K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
PUT |
3.2KNew |
$79.7K - $84.2K
|
3.2K
$72.1K
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.43K- 96.02% |
$137K - $149K
|
225
$5.07K
|
|
|
Aug 16, 2021
Q2 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-8.19KClosed |
$207K - $225K
|
0
$0
|
|