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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,982
shares
|
$90,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
3,656
shares
|
$83,356
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,632
shares
|
$82,809
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,480
shares
|
$79,344
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,466
shares
|
$79,024
0.01% of portfolio
|
Q3 2024
Added 66.71%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,368
shares
|
$76,790
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,997
shares
|
$68,331
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,930
shares
|
$66,804
0.0% of portfolio
|
Q4 2023
Reduced 33.59%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,794
shares
|
$63,703
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,325
shares
|
$53,010
0.0% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,260
shares
|
$51,528
0.0% of portfolio
|
Q3 2018
Added 2.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,100
shares
|
$47,880
0.02% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,000
shares
|
$45,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,909
shares
|
$43,525
0.0% of portfolio
|
Q3 2024
Reduced 44.91%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,670
shares
|
$38,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1,649
shares
|
$37,597
0.01% of portfolio
|
Q4 2024
Reduced 28.37%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,491
shares
|
$33,994
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,082
shares
|
$24,669
0.0% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
956
shares
|
$21,796
0.0% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
700
shares
|
$15,960
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
695
shares
|
$15,846
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
622
shares
|
$14,181
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
616
shares
|
$14,044
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
616
shares
|
$14,044
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
550
shares
|
$12,540
0.0% of portfolio
|
Q3 2024
Added 587.5%
|