Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
89.9K+ 461.99% |
$1.98M - $2.18M
|
109K
$2.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
70.7K+ 20.22% |
$1.55M - $1.71M
|
420K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.6K+ 24.1% |
$475K - $523K
|
111K
$2.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.5KNew |
$340K - $375K
|
15.5K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$290K - $319K
|
13.2K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 11.38% |
$274K - $302K
|
122K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.62K+ 10.18% |
$211K - $233K
|
104K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9.47K+ 767.96% |
$208K - $229K
|
10.7K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.48KNew |
$76.4K - $84.3K
|
3.48K
$79.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.42K+ 1.69% |
$53.2K - $58.7K
|
146K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 6.52% |
$44.7K - $49.3K
|
33.3K
$760K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.87K+ 14.15% |
$41.1K - $45.3K
|
15.1K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.67KNew |
$36.7K - $40.4K
|
1.67K
$38.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 0.67% |
$9.42K - $10.4K
|
64.7K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.28K - $4.72K
|
195
$4.45K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 1.35% |
$4.13K - $4.55K
|
14.1K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
145+ 1.16% |
$3.18K - $3.51K
|
12.6K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
107New |
$2.35K - $2.59K
|
107
$2.44K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 1.72% |
$1.25K - $1.38K
|
3.37K
$76.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.3% |
$703 - $775
|
10.5K
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-27- 0.22% |
$593 - $654
|
12.2K
$279K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-157- 0.27% |
$3.45K - $3.8K
|
57.4K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-441- 2.55% |
$9.68K - $10.7K
|
16.9K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-653- 28.37% |
$14.3K - $15.8K
|
1.65K
$37.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.36K- 6.27% |
$29.9K - $32.9K
|
20.4K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.74K- 13.9% |
$38.2K - $42.1K
|
10.8K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7.16K- 21.15% |
$157K - $173K
|
26.7K
$610K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.4K- 99.9% |
$295K - $325K
|
13
$297
|