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 137 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
83,918
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
73,065
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
69,340
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
64,661
shares
|
$1.45 Million
0.71% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,277
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Added 21.97%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
60,016
shares
|
$1.34 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Forefront Wealth Management Inc.
|
Nov 06, 2023 Q3 2023 |
59,564
shares
|
$1.33 Million
1.75% of portfolio
|
Q3 2023
Reduced 7.52%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
57,512
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
57,418
shares
|
$1.29 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
57,254
shares
|
$1.28 Million
0.56% of portfolio
|
Q1 2024
Added 70.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
48,025
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.54%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
43,476
shares
|
$973,427
0.27% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
43,097
shares
|
$964,941
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
41,826
shares
|
$936,484
0.3% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
40,485
shares
|
$906,459
0.03% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
33,855
shares
|
$758,013
0.08% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
31,257
shares
|
$699,844
0.6% of portfolio
|
Q3 2024
Added 34.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
30,519
shares
|
$683,320
0.02% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
30,208
shares
|
$676,357
0.0% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,375
shares
|
$635,316
0.02% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,136
shares
|
$629,965
0.0% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
27,672
shares
|
$619,576
0.01% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
27,502
shares
|
$615,769
0.19% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
27,364
shares
|
$612,679
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
27,342
shares
|
$612,187
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|