Latest Institutional Purchases of First Tr Exchange Trd Fd Ii Fi (FGD)
This list provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Ii Fi (FGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.25KNew |
$144K - $156K
|
5.25K
$157K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19K+ 32.43% |
$143K - $154K
|
21.2K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.68K+ 8.45% |
$129K - $139K
|
60.1K
$1.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.64KNew |
$128K - $138K
|
4.64K
$139K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.6K+ 57.39% |
$126K - $136K
|
12.6K
$376K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.4K+ 23.91% |
$121K - $131K
|
22.8K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.38K+ 14.05% |
$120K - $130K
|
35.5K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.12K+ 5.0% |
$113K - $122K
|
86.5K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
3.95K+ 16.29% |
$108K - $117K
|
28.2K
$841K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.42K+ 3.69% |
$94.1K - $102K
|
96.2K
$2.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.1K+ 28.4% |
$85.2K - $92K
|
14K
$418K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 8.32% |
$78.8K - $85.1K
|
37.3K
$1.11M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.35KNew |
$64.5K - $69.6K
|
2.35K
$70.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.96K+ 8.24% |
$53.8K - $58.1K
|
25.7K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
1.87KNew |
$51.4K - $55.5K
|
1.87K
$55.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.75K+ 18.46% |
$48.1K - $51.9K
|
11.2K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 3.17% |
$31.1K - $33.6K
|
36.9K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.05K+ 27.51% |
$28.8K - $31K
|
4.85K
$145K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 1.84% |
$27.4K - $29.6K
|
55.1K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
982+ 3.32% |
$27K - $29.1K
|
30.5K
$911K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
940+ 6.72% |
$25.8K - $27.9K
|
14.9K
$446K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
822+ 0.72% |
$22.6K - $24.4K
|
115K
$3.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
438+ 125.14% |
$12K - $13K
|
788
$23.5K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
400+ 4.09% |
$11K - $11.9K
|
10.2K
$304K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
375New |
$10.3K - $11.1K
|
375
$11.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
247New |
$6.79K - $7.33K
|
247
$7.38K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
185New |
$5.09K - $5.49K
|
185
$5.52K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
136New |
$3.74K - $4.04K
|
136
$4.06K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
133+ 1.13% |
$3.66K - $3.95K
|
11.9K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
75New |
$2.06K - $2.23K
|
75
$2.24K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
75+ 0.26% |
$2.06K - $2.23K
|
29.3K
$874K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 0.05% |
$1.65K - $1.78K
|
114K
$3.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
35+ 0.15% |
$962 - $1.04K
|
23.8K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.19% |
$742 - $801
|
14.4K
$431K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.07% |
$302 - $326
|
16.3K
$487K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9+ 1.53% |
$247 - $267
|
597
$17.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.03% |
$82.5 - $89
|
11K
$327K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.14% |
$82.5 - $89
|
267
$7.97K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.97% |
$27.5 - $29.7
|
104
$3.11K
|
|
| Q2 2025 | |||||||
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
54.4KNew |
$1.19M - $1.51M
|
54.4K
$1.62M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.2K+ 13.01% |
$594K - $755K
|
237K
$7.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.7KNew |
$386K - $491K
|
17.7K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11KNew |
$239K - $303K
|
11K
$327K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.71KNew |
$168K - $214K
|
7.71K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.47KNew |
$163K - $207K
|
7.47K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$161K - $205K
|
7.38K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
389New |
$8.48K - $10.8K
|
389
$11.6K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
166+ 0.64% |
$3.62K - $4.6K
|
26.2K
$784K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
130+ 1.52% |
$2.83K - $3.6K
|
8.69K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|