Institutional Ownership First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information about the institutional ownership of First Tr Exchange Trd Fd Ii Fi (FGD). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,917,844
shares
|
$54.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,886,889
shares
|
$53.9 Million
0.02% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,214,360
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2025
Added 218.73%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,015,445
shares
|
$29 Million
0.0% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
921,844
shares
|
$26.3 Million
0.21% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
632,000
shares
|
$18.1 Million
1.15% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
617,532
shares
|
$17.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
468,517
shares
|
$13.4 Million
0.45% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
447,827
shares
|
$12.8 Million
0.03% of portfolio
|
Q2 2025
Added 133.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
416,807
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
220,131
shares
|
$6.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
219,920
shares
|
$6.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
209,384
shares
|
$5.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
181,710
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
150,205
shares
|
$4.29 Million
2.7% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
146,238
shares
|
$4.18 Million
1.24% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,775
shares
|
$3.48 Million
0.03% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,643
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
116,662
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
113,648
shares
|
$3.25 Million
1.44% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
110,814
shares
|
$3.17 Million
0.84% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
109,113
shares
|
$3.12 Million
0.95% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
101,700
shares
|
$2.91 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
100,634
shares
|
$2.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
93,417
shares
|
$2.67 Million
0.65% of portfolio
|
Q2 2025
Reduced 13.04%
|