Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRD FD II FI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
607+ 6.18% |
$13K - $14.5K
|
10.4K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479+ 4.86% |
$10.3K - $11.5K
|
10.3K
$233K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
300+ 16.67% |
$6.44K - $7.18K
|
2.1K
$47.3K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
262+ 1.29% |
$5.62K - $6.27K
|
20.6K
$463K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
250+ 1.44% |
$5.37K - $5.98K
|
17.6K
$396K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.18K - $4.66K
|
195
$4.39K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
160New |
$3.43K - $3.83K
|
160
$3.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
151+ 23.48% |
$3.24K - $3.61K
|
794
$17.9K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 3.07% |
$2.15K - $2.39K
|
3.36K
$75.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
89+ 0.5% |
$1.91K - $2.13K
|
18K
$405K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 1.74% |
$1.63K - $1.82K
|
4.44K
$100K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
41+ 0.34% |
$880 - $981
|
12K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.25% |
$258 - $287
|
4.81K
$108K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.94% |
$21.5 - $23.9
|
107
$2.41K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-149- 0.88% |
$3.2K - $3.56K
|
16.8K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-199- 1.54% |
$4.27K - $4.76K
|
12.7K
$287K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-220- 2.23% |
$4.72K - $5.26K
|
9.67K
$218K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-255Closed |
$5.47K - $6.1K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-299- 68.11% |
$6.42K - $7.15K
|
140
$3.15K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-312- 9.09% |
$6.7K - $7.46K
|
3.12K
$70.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-372- 3.43% |
$7.98K - $8.9K
|
10.5K
$236K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-417- 1.88% |
$8.95K - $9.97K
|
21.8K
$490K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-445- 0.78% |
$9.55K - $10.6K
|
56.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-494- 4.69% |
$10.6K - $11.8K
|
10K
$226K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-611- 2.41% |
$13.1K - $14.6K
|
24.7K
$556K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-749- 8.78% |
$16.1K - $17.9K
|
7.79K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-868- 0.94% |
$18.6K - $20.8K
|
91.1K
$2.05M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.68K- 10.34% |
$35.9K - $40.1K
|
14.5K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.98K- 1.09% |
$42.6K - $47.5K
|
180K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.18K- 8.71% |
$46.9K - $52.2K
|
22.9K
$515K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.39K- 11.95% |
$51.3K - $57.2K
|
17.6K
$397K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.82K- 10.75% |
$60.5K - $67.4K
|
23.4K
$527K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.19K- 27.53% |
$68.5K - $76.4K
|
8.4K
$189K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.29K- 21.43% |
$70.6K - $78.6K
|
12.1K
$271K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.17K- 12.32% |
$111K - $124K
|
36.8K
$829K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.49K- 40.53% |
$139K - $155K
|
9.53K
$215K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-7.23K- 18.03% |
$155K - $173K
|
32.9K
$740K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.4K- 38.92% |
$180K - $201K
|
13.2K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.64K- 6.52% |
$185K - $207K
|
124K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.91K- 6.52% |
$191K - $213K
|
128K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.09K- 15.85% |
$195K - $217K
|
48.3K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12.1K- 42.65% |
$260K - $290K
|
16.3K
$367K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.4K- 19.76% |
$266K - $296K
|
50.3K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-15.4K- 8.56% |
$331K - $369K
|
165K
$3.71M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-16.5K- 19.62% |
$354K - $394K
|
67.5K
$1.52M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.2K- 1.52% |
$369K - $412K
|
1.11M
$25M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-18.9K- 6.4% |
$405K - $452K
|
276K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-19K- 3.72% |
$407K - $454K
|
491K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-19K- 33.7% |
$409K - $456K
|
37.5K
$844K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.9K- 7.55% |
$449K - $500K
|
256K
$5.76M
|