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 140 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $266 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
12,016
shares
|
$273,964
0.03% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
11,496
shares
|
$262,108
0.16% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,479
shares
|
$261,721
0.01% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
11,133
shares
|
$253,832
0.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,950
shares
|
$249,660
0.03% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
10,943
shares
|
$249,500
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
10,768
shares
|
$245,510
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
10,765
shares
|
$245,442
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,751
shares
|
$245,122
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
10,734
shares
|
$244,735
0.0% of portfolio
|
Q3 2024
Added 74.11%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
10,725
shares
|
$244,530
0.0% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
10,702
shares
|
$244,005
0.04% of portfolio
|
Q4 2024
Added 767.96%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,604
shares
|
$241,771
0.01% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,546
shares
|
$240,448
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,495
shares
|
$239,286
0.05% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,452
shares
|
$238,305
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,001
shares
|
$228,022
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$228,000
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,602
shares
|
$218,925
0.0% of portfolio
|
Q2 2024
Added 26.66%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
9,577
shares
|
$218,355
0.11% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,551
shares
|
$217,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
9,516
shares
|
$216,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,992
shares
|
$205,017
0.0% of portfolio
|
Q2 2024
Reduced 8.27%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,383
shares
|
$191,132
0.01% of portfolio
|
Q4 2023
Reduced 22.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,711
shares
|
$175,810
0.05% of portfolio
|
Q4 2023
Reduced 0.96%
|