Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
840K+ 145.35% |
$17.8M - $19.3M
|
1.42M
$31.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
293K+ 16.45% |
$6.23M - $6.74M
|
2.08M
$46.7M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
198K+ 7.16% |
$4.21M - $4.56M
|
2.97M
$66.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.3K+ 20.82% |
$1.13M - $1.22M
|
309K
$6.96M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
49.4KNew |
$1.05M - $1.14M
|
49.4K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39K+ 7.94% |
$828K - $896K
|
530K
$11.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 2.64% |
$622K - $674K
|
1.14M
$25.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.9K+ 35.1% |
$613K - $664K
|
111K
$2.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25K+ 14.96% |
$531K - $575K
|
192K
$4.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.9K+ 19.51% |
$529K - $573K
|
153K
$3.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.1K+ 19.86% |
$384K - $416K
|
109K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.6K+ 16.92% |
$353K - $382K
|
115K
$2.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
13KNew |
$275K - $298K
|
13K
$292K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
12.1KNew |
$258K - $279K
|
12.1K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 45.36% |
$254K - $274K
|
38.3K
$862K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
11.6KNew |
$246K - $266K
|
11.6K
$261K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 8.44% |
$222K - $240K
|
134K
$3.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
9.85KNew |
$209K - $226K
|
9.85K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.66KNew |
$205K - $222K
|
9.66K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.21K+ 76.39% |
$195K - $212K
|
21.3K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.71KNew |
$185K - $200K
|
8.71K
$196K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.61KNew |
$140K - $152K
|
6.61K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.48K+ 128.24% |
$138K - $149K
|
11.5K
$260K
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
6.24K+ 10.63% |
$133K - $143K
|
65K
$1.46M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.09K+ 12.09% |
$129K - $140K
|
56.5K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.87K+ 69.9% |
$125K - $135K
|
14.3K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.65K+ 20.31% |
$98.7K - $107K
|
27.5K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.47K+ 19.98% |
$94.9K - $103K
|
26.8K
$605K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.42K+ 3.16% |
$93.8K - $102K
|
144K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.81KNew |
$80.9K - $87.5K
|
3.81K
$85.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.81K+ 5.44% |
$80.8K - $87.5K
|
73.8K
$1.66M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.73K+ 7.94% |
$79.3K - $85.8K
|
50.8K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
3.31KNew |
$70.2K - $76K
|
3.31K
$74.5K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.79KNew |
$59.3K - $64.2K
|
2.79K
$62.9K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.12KNew |
$45K - $48.7K
|
2.12K
$47.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.1K+ 11.21% |
$44.6K - $48.3K
|
20.8K
$469K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.82K+ 5.54% |
$38.7K - $41.9K
|
34.7K
$781K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.76K+ 2.47% |
$37.3K - $40.4K
|
73K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.55K+ 15.41% |
$32.9K - $35.6K
|
11.6K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.5K+ 15.92% |
$31.8K - $34.4K
|
10.9K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.46K+ 688.68% |
$31K - $33.6K
|
1.67K
$37.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.42K+ 3.22% |
$30K - $32.5K
|
45.3K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.24K+ 1.02% |
$26.4K - $28.6K
|
123K
$2.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 6.61% |
$26K - $28.1K
|
19.7K
$444K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
795+ 7.59% |
$16.9K - $18.3K
|
11.3K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
699+ 6.99% |
$14.8K - $16.1K
|
10.7K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
646New |
$13.7K - $14.8K
|
646
$14.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
591+ 1.85% |
$12.5K - $13.6K
|
32.5K
$732K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
562New |
$11.9K - $12.9K
|
562
$12.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
440+ 2.14% |
$9.34K - $10.1K
|
21K
$473K
|