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 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.14KNew |
$196K - $219K
|
9.14K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
985New |
$21.1K - $23.6K
|
985
$24.6K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
160New |
$3.43K - $3.83K
|
160
$4K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
724New |
$15.5K - $17.3K
|
724
$18.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
950New |
$20.4K - $22.7K
|
950
$23.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.94% |
$21.5 - $23.9
|
107
$2.68K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
607+ 6.18% |
$13K - $14.5K
|
10.4K
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
632KNew |
$13.6M - $15.1M
|
632K
$15.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300+ 16.67% |
$6.44K - $7.18K
|
2.1K
$52.5K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100KNew |
$1.83M - $2.25M
|
100K
$2.5M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.55K- 32.4% |
$83.2K - $102K
|
9.49K
$237K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
255New |
$4.67K - $5.74K
|
255
$6.38K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44New |
$805 - $990
|
44
$1.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.77K+ 1050.88% |
$87.3K - $107K
|
5.23K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.62KNew |
$29.6K - $36.4K
|
1.62K
$40.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
390+ 100.0% |
$7.14K - $8.78K
|
780
$19.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
80New |
$1.46K - $1.8K
|
80
$2K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-810- 7.32% |
$14.8K - $18.2K
|
10.3K
$256K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
204New |
$3.73K - $4.59K
|
204
$5.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.01K- 98.29% |
$36.9K - $45.3K
|
35
$875
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$18.3K - $22.5K
|
1K
$25K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.4KNew |
$190K - $234K
|
10.4K
$260K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 15.88% |
$189K - $233K
|
54.8K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$6.41K - $7.88K
|
350
$8.75K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.97K- 80.66% |
$36K - $44.3K
|
472
$11.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
521New |
$9.53K - $11.7K
|
521
$13K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
20New |
$366 - $450
|
20
$500
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
295+ 2.25% |
$5.47K - $6.73K
|
13.4K
$335K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
900New |
$16.7K - $20.5K
|
900
$22.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.37KNew |
$118K - $145K
|
6.37K
$159K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
58.1KNew |
$1.08M - $1.33M
|
58.1K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.5KNew |
$344K - $423K
|
18.5K
$464K
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.6K- 48.29% |
$197K - $242K
|
11.4K
$284K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 7.84% |
$25.5K - $31.4K
|
18.9K
$473K
|
|
| 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
$34.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-989Closed |
$21.5K - $25.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
616New |
$13.4K - $15.7K
|
616
$15.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-49Closed |
$1.07K - $1.25K
|
0
$0
|
|
|
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
$8.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.21KNew |
$91.5K - $107K
|
4.21K
$105K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
455New |
$9.89K - $11.6K
|
455
$11.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-43.5KClosed |
$945K - $1.11M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-14.5KClosed |
$316K - $371K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.58K+ 39.53% |
$77.7K - $91.3K
|
12.6K
$316K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$8.7K - $10.2K
|
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
|
|