Institutional Ownership 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). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
26,695
shares
|
$641,213
0.06% of portfolio
|
Q4 2024
Reduced 21.15%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
26,345
shares
|
$632,806
0.22% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
26,345
shares
|
$632,806
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,216
shares
|
$629,708
0.07% of portfolio
|
Q4 2023
Added 54.73%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
24,757
shares
|
$594,663
0.16% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
22,969
shares
|
$551,715
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
22,407
shares
|
$538,216
0.11% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
20,362
shares
|
$489,095
0.45% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
19,821
shares
|
$476,100
0.0% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
19,373
shares
|
$465,339
0.0% of portfolio
|
Q4 2024
Added 80.48%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
18,968
shares
|
$455,611
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
18,741
shares
|
$450,158
0.01% of portfolio
|
Q4 2023
Reduced 10.08%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
16,882
shares
|
$405,505
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
15,653
shares
|
$375,985
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
15,481
shares
|
$371,853
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
15,107
shares
|
$362,870
0.04% of portfolio
|
Q4 2024
Added 14.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,129
shares
|
$339,378
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,966
shares
|
$335,463
0.0% of portfolio
|
Q4 2024
Added 46.23%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,799
shares
|
$331,451
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
13,775
shares
|
$330,875
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,731
shares
|
$329,818
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
13,634
shares
|
$327,488
0.17% of portfolio
|
Q4 2024
Reduced 42.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,419
shares
|
$322,324
0.01% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
13,404
shares
|
$321,964
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,186
shares
|
$316,727
0.0% of portfolio
|
Q4 2024
New holding
|