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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.5K+ 15.92% |
$31.8K - $34.4K
|
10.9K
$246K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
646New |
$13.7K - $14.8K
|
646
$14.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
356New |
$7.56K - $8.18K
|
356
$8.02K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250New |
$5.31K - $5.75K
|
250
$5.63K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
144New |
$3.06K - $3.31K
|
144
$3.24K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
72+ 0.33% |
$1.53K - $1.65K
|
21.8K
$492K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
632KNew |
$13.6M - $15.1M
|
632K
$14.2M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.1KNew |
$1.05M - $1.17M
|
49.1K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
9.14KNew |
$196K - $219K
|
9.14K
$206K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.17KNew |
$25.2K - $28.1K
|
1.17K
$26.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
985New |
$21.1K - $23.6K
|
985
$22.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
950New |
$20.4K - $22.7K
|
950
$21.4K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
724New |
$15.5K - $17.3K
|
724
$16.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
607+ 6.18% |
$13K - $14.5K
|
10.4K
$235K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300+ 16.67% |
$6.44K - $7.18K
|
2.1K
$47.3K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.18K - $4.66K
|
195
$4.39K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
160New |
$3.43K - $3.83K
|
160
$3.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.94% |
$21.5 - $23.9
|
107
$2.41K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100KNew |
$1.83M - $2.25M
|
100K
$2.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
10.4KNew |
$190K - $234K
|
10.4K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.77K+ 1050.88% |
$87.3K - $107K
|
5.23K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.62KNew |
$29.6K - $36.4K
|
1.62K
$36.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1KNew |
$18.3K - $22.5K
|
1K
$22.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
521New |
$9.53K - $11.7K
|
521
$11.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
390+ 100.0% |
$7.14K - $8.78K
|
780
$17.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
350New |
$6.41K - $7.88K
|
350
$7.88K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
255New |
$4.67K - $5.74K
|
255
$5.74K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
204New |
$3.73K - $4.59K
|
204
$4.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
80New |
$1.46K - $1.8K
|
80
$1.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44New |
$805 - $990
|
44
$991
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
20New |
$366 - $450
|
20
$450
|
|
| Q3 2022 | |||||||
|
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
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.37KNew |
$118K - $145K
|
6.37K
$144K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.38K+ 7.84% |
$25.5K - $31.4K
|
18.9K
$426K
|
|
|
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
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.21KNew |
$91.5K - $107K
|
4.21K
$94.8K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.58K+ 39.53% |
$77.7K - $91.3K
|
12.6K
$284K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
616New |
$13.4K - $15.7K
|
616
$13.9K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
455New |
$9.89K - $11.6K
|
455
$10.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
328New |
$7.13K - $8.37K
|
328
$7.39K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.22% |
$65.2 - $76.6
|
1.37K
$30.9K
|
|
| Q1 2022 | |||||||
|
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
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
308New |
$7.32K - $8.23K
|
308
$6.94K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
58New |
$1.38K - $1.55K
|
58
$1.31K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.06K+ 206.0% |
$50K - $53.6K
|
3.06K
$68.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
575New |
$13.9K - $15K
|
575
$12.9K
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
PUT |
3.2KNew |
$79.7K - $84.2K
|
3.2K
$72.1K
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28+ 4.79% |
$697 - $737
|
613
$13.8K
|
|