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 153 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
28,156
shares
|
$735,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
27,686
shares
|
$723,712
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
26,345
shares
|
$688,658
0.23% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,216
shares
|
$685,286
0.07% of portfolio
|
Q4 2023
Added 54.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
25,715
shares
|
$672,190
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
24,899
shares
|
$650,859
0.25% of portfolio
|
Q1 2025
Added 59.07%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
24,395
shares
|
$637,685
0.06% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
24,221
shares
|
$633,136
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
24,069
shares
|
$629,163
0.16% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
23,293
shares
|
$608,879
0.6% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 15, 2025 Q1 2025 |
21,654
shares
|
$566,035
0.18% of portfolio
|
Q1 2025
Added 14.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
19,511
shares
|
$510,017
0.0% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,505
shares
|
$509,860
0.0% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
19,217
shares
|
$502,332
0.01% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
18,741
shares
|
$489,889
0.01% of portfolio
|
Q4 2023
Reduced 10.08%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,876
shares
|
$441,138
0.03% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
16,481
shares
|
$430,813
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
16,273
shares
|
$425,376
0.06% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
15,987
shares
|
$417,900
0.01% of portfolio
|
Q1 2025
Added 472.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
15,525
shares
|
$405,823
0.04% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
14,725
shares
|
$384,911
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
14,439
shares
|
$377,435
0.0% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,966
shares
|
$365,071
0.0% of portfolio
|
Q4 2024
Added 46.23%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
13,775
shares
|
$360,078
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
13,739
shares
|
$359,137
0.06% of portfolio
|
Q1 2025
Added 28.38%
|