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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$14,796
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
497
shares
|
$11,937
0.0% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
443
shares
|
$10,640
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
371
shares
|
$8,911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
350
shares
|
$8,407
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
297
shares
|
$7,133
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
270
shares
|
$6,485
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
259
shares
|
$6,221
0.0% of portfolio
|
Q2 2024
Reduced 91.7%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
208
shares
|
$4,996
0.0% of portfolio
|
Q1 2024
Reduced 15.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
200
shares
|
$4,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
195
shares
|
$4,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
107
shares
|
$2,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104
shares
|
$2,498
0.0% of portfolio
|
Q4 2017
Added 326.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$2,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
80
shares
|
$1,921
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
70
shares
|
$1,681
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
51
shares
|
$1,225
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
24
shares
|
$576
0.0% of portfolio
|
Q4 2024
Reduced 78.38%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
13
shares
|
$312
0.03% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$96
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|