Purchases and Sales Made in Q2 2024 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 2024. 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 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
163KNew |
$3.53M - $3.9M
|
163K
$3.67M
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
118KNew |
$2.56M - $2.82M
|
118K
$2.66M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.8K+ 35.76% |
$1.1M - $1.22M
|
193K
$4.35M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
44.9K+ 5.49% |
$973K - $1.07M
|
864K
$19.5M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.3K+ 3.0% |
$895K - $988K
|
1.42M
$31.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 2.87% |
$795K - $878K
|
1.32M
$29.6M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.4KNew |
$441K - $487K
|
20.4K
$458K
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
17.6K+ 29.39% |
$382K - $422K
|
77.7K
$1.75M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
14.6K+ 2.55% |
$316K - $349K
|
588K
$13.2M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.5KNew |
$271K - $299K
|
12.5K
$282K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
12.5KNew |
$271K - $299K
|
12.5K
$282K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.7KNew |
$253K - $280K
|
11.7K
$264K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.33K+ 8.61% |
$202K - $223K
|
118K
$2.65M
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
7.44K+ 9.91% |
$161K - $178K
|
82.6K
$1.86M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.63KNew |
$144K - $159K
|
6.63K
$149K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.17KNew |
$134K - $148K
|
6.17K
$139K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.1K+ 11.09% |
$110K - $122K
|
51.1K
$1.15M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.66K+ 14.24% |
$101K - $111K
|
37.4K
$841K
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.62K+ 9.67% |
$100K - $111K
|
52.4K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.18K+ 38.6% |
$90.4K - $99.9K
|
15K
$338K
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
3.9K+ 1.14% |
$84.6K - $93.4K
|
347K
$7.82M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.82K+ 4.51% |
$61.1K - $67.5K
|
65.4K
$1.47M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.34KNew |
$50.7K - $56.1K
|
2.34K
$52.8K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.02K+ 26.66% |
$43.8K - $48.4K
|
9.6K
$216K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$45K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 84.6% |
$34.4K - $38K
|
3.47K
$78K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$32.3K - $35.7K
|
1.49K
$33.6K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.45K+ 12.96% |
$31.4K - $34.7K
|
12.6K
$284K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.37K+ 3.97% |
$29.7K - $32.8K
|
35.8K
$807K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.36K+ 1.74% |
$29.5K - $32.6K
|
79.4K
$1.79M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.31KNew |
$28.3K - $31.2K
|
1.31K
$29.4K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.04K+ 4.9% |
$22.6K - $25K
|
22.3K
$502K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
843+ 3.76% |
$18.3K - $20.2K
|
23.3K
$524K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
676+ 4.16% |
$14.6K - $16.2K
|
16.9K
$381K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
665+ 6.47% |
$14.4K - $15.9K
|
11K
$247K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
665+ 5.7% |
$14.4K - $15.9K
|
12.3K
$278K
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
597+ 5.67% |
$12.9K - $14.3K
|
11.1K
$251K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
380+ 0.9% |
$8.23K - $9.09K
|
42.7K
$961K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
313New |
$6.78K - $7.49K
|
313
$7.05K
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
255+ 1.91% |
$5.52K - $6.1K
|
13.6K
$307K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
154+ 0.94% |
$3.34K - $3.69K
|
16.6K
$373K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
137+ 1.25% |
$2.97K - $3.28K
|
11.1K
$250K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.17K - $2.39K
|
100
$2.25K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
86+ 2.45% |
$1.86K - $2.06K
|
3.6K
$81.1K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
78+ 2.45% |
$1.69K - $1.87K
|
3.26K
$73.5K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
74+ 0.73% |
$1.6K - $1.77K
|
10.2K
$230K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
65+ 1.84% |
$1.41K - $1.56K
|
3.59K
$80.9K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
36+ 0.28% |
$780 - $861
|
12.7K
$287K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22+ 1.93% |
$477 - $526
|
1.16K
$26.1K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-39- 2.85% |
$845 - $933
|
1.33K
$29.9K
|