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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,622
shares
|
$303,180
0.11% of portfolio
|
Q2 2022
Added 39.53%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
12,610
shares
|
$302,892
0.15% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
12,569
shares
|
$301,907
0.1% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,204
shares
|
$293,140
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
12,076
shares
|
$290,065
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,030
shares
|
$288,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,568
shares
|
$277,863
0.0% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,508
shares
|
$276,422
0.0% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,465
shares
|
$275,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
11,071
shares
|
$265,925
0.15% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,950
shares
|
$263,019
0.03% of portfolio
|
Q2 2024
Added 6.47%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
10,946
shares
|
$262,922
0.13% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
10,849
shares
|
$260,592
0.11% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
10,765
shares
|
$258,575
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,764
shares
|
$258,551
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
10,702
shares
|
$257,062
0.04% of portfolio
|
Q4 2024
Added 767.96%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
10,626
shares
|
$255,236
0.02% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,604
shares
|
$254,708
0.01% of portfolio
|
Q3 2024
Added 14.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,546
shares
|
$253,314
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
10,476
shares
|
$251,633
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,452
shares
|
$251,057
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,602
shares
|
$230,640
0.0% of portfolio
|
Q2 2024
Added 26.66%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
9,577
shares
|
$230,039
0.11% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,302
shares
|
$223,434
0.01% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
8,383
shares
|
$201,359
0.01% of portfolio
|
Q4 2023
Reduced 22.0%
|