Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
10+ 0.54% |
$205 - $224
|
1.86K
$41K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.08% |
$185 - $202
|
10.7K
$236K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.02% |
$61.6 - $67.2
|
14.3K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-77- 0.63% |
$1.58K - $1.73K
|
12.1K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-83- 0.76% |
$1.7K - $1.86K
|
10.8K
$238K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-90- 1.34% |
$1.85K - $2.02K
|
6.62K
$146K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-120- 0.52% |
$2.46K - $2.69K
|
23.1K
$509K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-130- 0.41% |
$2.67K - $2.91K
|
31.9K
$703K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-192- 0.31% |
$3.94K - $4.3K
|
61K
$1.34M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-200- 1.83% |
$4.11K - $4.48K
|
10.7K
$237K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-249- 2.15% |
$5.11K - $5.58K
|
11.3K
$250K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-255- 51.0% |
$5.24K - $5.71K
|
245
$5.4K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-304- 77.75% |
$6.24K - $6.81K
|
87
$1.92K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-310- 9.27% |
$6.37K - $6.95K
|
3.04K
$66.9K
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-315- 2.59% |
$6.47K - $7.06K
|
11.8K
$261K
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-575- 5.47% |
$11.8K - $12.9K
|
9.93K
$219K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-578- 1.67% |
$11.9K - $13K
|
34.1K
$752K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-670- 13.72% |
$13.8K - $15K
|
4.21K
$92.9K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.22K- 34.61% |
$25.1K - $27.3K
|
2.31K
$50.8K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.39K- 1.27% |
$28.4K - $31K
|
108K
$2.38M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.02K- 1.15% |
$41.4K - $45.2K
|
173K
$3.81M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.08K- 12.46% |
$42.8K - $46.7K
|
14.6K
$322K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.2K- 33.28% |
$45.2K - $49.3K
|
4.41K
$97.2K
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.51K- 14.47% |
$51.6K - $56.3K
|
14.9K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.54K- 3.48% |
$52.1K - $56.8K
|
70.4K
$1.55M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.62K- 31.39% |
$74.4K - $81.1K
|
7.91K
$174K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.59K- 8.19% |
$94.2K - $103K
|
51.4K
$1.13M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.77K- 3.12% |
$97.9K - $107K
|
148K
$3.26M
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-4.84K- 7.52% |
$99.5K - $109K
|
59.6K
$1.31M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.51K- 3.82% |
$113K - $123K
|
139K
$3.05M
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.58K- 3.64% |
$115K - $125K
|
148K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-12K- 37.0% |
$247K - $270K
|
20.5K
$451K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 7.11% |
$259K - $282K
|
165K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 13.07% |
$361K - $394K
|
117K
$2.57M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.1K- 23.69% |
$557K - $607K
|
87.3K
$1.92M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-29.4K- 64.9% |
$604K - $659K
|
15.9K
$351K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33.5K- 10.84% |
$688K - $751K
|
276K
$6.08M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-98.8K- 92.92% |
$2.03M - $2.21M
|
7.53K
$166K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-108K- 7.32% |
$2.21M - $2.41M
|
1.36M
$30.1M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 21.67% |
$2.24M - $2.44M
|
394K
$8.69M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-236K- 22.49% |
$4.85M - $5.29M
|
814K
$17.9M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.03M- 34.59% |
$21.1M - $23M
|
1.94M
$42.8M
|