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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
403+ 12.91% |
$8.56K - $9.26K
|
3.53K
$79.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
356New |
$7.56K - $8.18K
|
356
$8.02K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
250New |
$5.31K - $5.75K
|
250
$5.63K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
187New |
$3.97K - $4.3K
|
187
$4.21K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
144New |
$3.06K - $3.31K
|
144
$3.24K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
107+ 0.04% |
$2.27K - $2.46K
|
276K
$6.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
72+ 1.5% |
$1.53K - $1.65K
|
4.88K
$110K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
72+ 0.33% |
$1.53K - $1.65K
|
21.8K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 0.52% |
$743 - $804
|
6.71K
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.5% |
$467 - $506
|
4.47K
$101K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 0.02% |
$276 - $299
|
82.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.45% |
$318 - $345
|
3.35K
$75.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-213- 1.27% |
$4.52K - $4.89K
|
16.6K
$373K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-259- 1.47% |
$5.5K - $5.95K
|
17.4K
$391K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-268- 0.72% |
$5.69K - $6.16K
|
37.2K
$838K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-280- 1.93% |
$5.94K - $6.43K
|
14.2K
$321K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-489- 20.91% |
$10.4K - $11.2K
|
1.85K
$41.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-579- 4.55% |
$12.3K - $13.3K
|
12.2K
$274K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-677- 6.05% |
$14.4K - $15.6K
|
10.5K
$237K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-685- 3.89% |
$14.5K - $15.7K
|
16.9K
$381K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-741- 6.51% |
$15.7K - $17K
|
10.6K
$240K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-758- 6.3% |
$16.1K - $17.4K
|
11.3K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-897- 1.41% |
$19K - $20.6K
|
62.9K
$1.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-905- 1.59% |
$19.2K - $20.8K
|
56K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-924- 1.49% |
$19.6K - $21.2K
|
61.2K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.26K- 7.02% |
$26.8K - $29K
|
16.7K
$376K
|
|
|
Aug 07, 2023
Q2 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.45K- 2.2% |
$30.8K - $33.3K
|
64.4K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.47K- 5.97% |
$31.3K - $33.8K
|
23.2K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 10.45% |
$32.5K - $35.2K
|
13.1K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.79K- 10.94% |
$37.9K - $41K
|
14.5K
$327K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.91K- 3.96% |
$40.6K - $44K
|
46.3K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.23K- 16.92% |
$47.3K - $51.2K
|
10.9K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.31K- 17.51% |
$49.1K - $53.2K
|
10.9K
$245K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.55K- 2.34% |
$54K - $58.5K
|
106K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.79K- 26.99% |
$59.3K - $64.2K
|
7.55K
$170K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-3.09K- 11.74% |
$65.5K - $70.9K
|
23.2K
$523K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.2K- 1.78% |
$68K - $73.6K
|
177K
$3.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.09K- 2.28% |
$86.8K - $93.9K
|
175K
$3.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.33K- 91.71% |
$91.8K - $99.4K
|
391
$8.81K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.79K- 13.01% |
$102K - $110K
|
32K
$721K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.58K- 13.08% |
$140K - $151K
|
43.7K
$985K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.42K- 7.61% |
$200K - $216K
|
114K
$2.58M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.67KClosed |
$205K - $222K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.3K- 0.97% |
$218K - $236K
|
1.05M
$23.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-11.4K- 6.93% |
$243K - $263K
|
154K
$3.46M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.7K- 52.17% |
$290K - $314K
|
12.5K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.1K- 11.18% |
$448K - $485K
|
168K
$3.78M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.8K- 48.4% |
$526K - $569K
|
26.4K
$595K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-40.9K- 27.53% |
$868K - $939K
|
108K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-42.9K- 63.51% |
$911K - $986K
|
24.6K
$555K
|