Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
110+ 0.66% |
$2.43K - $2.71K
|
16.7K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
72+ 0.32% |
$1.59K - $1.77K
|
22.4K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
53+ 1.47% |
$1.17K - $1.31K
|
3.66K
$82.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
48+ 1.47% |
$1.06K - $1.18K
|
3.31K
$74.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
39+ 1.09% |
$862 - $961
|
3.63K
$81.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28+ 0.26% |
$619 - $690
|
10.8K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8+ 0.07% |
$177 - $197
|
11.1K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 1.14% |
$155 - $172
|
622
$14K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2+ 0.0% |
$44.2 - $49.3
|
57.6K
$1.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-37- 0.14% |
$818 - $912
|
27.3K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-71- 0.12% |
$1.57K - $1.75K
|
60K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 4.12% |
$2.21K - $2.46K
|
2.33K
$52.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-101- 0.82% |
$2.23K - $2.49K
|
12.2K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-108- 49.32% |
$2.39K - $2.66K
|
111
$2.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-127- 5.23% |
$2.81K - $3.13K
|
2.3K
$51.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-144- 1.42% |
$3.18K - $3.55K
|
10K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-152- 1.2% |
$3.36K - $3.75K
|
12.5K
$281K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-182- 1.49% |
$4.02K - $4.48K
|
12K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-199- 1.86% |
$4.4K - $4.9K
|
10.5K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-200- 0.49% |
$4.42K - $4.93K
|
40.5K
$912K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-223- 17.09% |
$4.93K - $5.49K
|
1.08K
$24.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-335- 10.05% |
$7.41K - $8.25K
|
3K
$67.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-352- 3.17% |
$7.78K - $8.67K
|
10.8K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-373- 28.07% |
$8.25K - $9.19K
|
956
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-533- 0.63% |
$11.8K - $13.1K
|
83.9K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-638- 4.87% |
$14.1K - $15.7K
|
12.5K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-781- 0.81% |
$17.3K - $19.2K
|
96.1K
$2.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-930- 0.52% |
$20.6K - $22.9K
|
179K
$4.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-947- 81.57% |
$20.9K - $23.3K
|
214
$4.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.31K- 4.51% |
$28.9K - $32.2K
|
27.7K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.41K- 2.38% |
$31.1K - $34.6K
|
57.5K
$1.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.56K- 44.91% |
$34.4K - $38.3K
|
1.91K
$43K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 5.98% |
$38.3K - $42.7K
|
27.3K
$614K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.78K- 1.79% |
$39.3K - $43.8K
|
97.6K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.27K- 6.93% |
$50.3K - $56K
|
30.5K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.68K- 20.41% |
$59.3K - $66.1K
|
10.5K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.7K- 20.44% |
$59.7K - $66.6K
|
10.5K
$237K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-2.94K- 9.66% |
$65K - $72.5K
|
27.5K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.51K- 23.43% |
$77.7K - $86.5K
|
11.5K
$259K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.9K- 10.32% |
$86.1K - $96K
|
33.9K
$762K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.59K- 5.91% |
$101K - $113K
|
73.1K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.14K- 19.12% |
$158K - $176K
|
30.2K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.18K- 4.69% |
$203K - $226K
|
186K
$4.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.79K- 42.14% |
$216K - $241K
|
13.4K
$303K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 4.94% |
$262K - $292K
|
228K
$5.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 26.54% |
$384K - $427K
|
48K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23K- 18.09% |
$509K - $568K
|
104K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.6K- 4.53% |
$589K - $656K
|
561K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.3K- 5.97% |
$604K - $673K
|
430K
$9.68M
|