Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
42.2KNew |
$1.18M - $1.27M
|
42.2K
$1.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
16.3K+ 27.08% |
$457K - $489K
|
76.4K
$2.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
13.2K+ 2.57% |
$371K - $397K
|
528K
$15.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12.6KNew |
$355K - $380K
|
12.6K
$377K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.51K+ 8.68% |
$211K - $226K
|
94K
$2.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.04K+ 19.1% |
$114K - $121K
|
25.2K
$753K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 9.01% |
$94.5K - $101K
|
40.7K
$1.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.66K+ 708.53% |
$74.7K - $79.8K
|
3.03K
$90.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.12K+ 1.22% |
$59.7K - $63.8K
|
177K
$5.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 10.49% |
$47.9K - $51.2K
|
17.9K
$536K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
707New |
$19.9K - $21.2K
|
707
$21.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
183+ 1.54% |
$5.14K - $5.5K
|
12.1K
$361K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.12% |
$84.3 - $90.2
|
270
$8.06K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-95- 0.4% |
$2.67K - $2.85K
|
23.7K
$708K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 8.39% |
$7.03K - $7.51K
|
2.73K
$81.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-900- 4.21% |
$25.3K - $27K
|
20.5K
$611K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-944- 4.14% |
$26.5K - $28.4K
|
21.9K
$652K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.38K- 82.42% |
$207K - $222K
|
1.57K
$47K
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-12.5KClosed |
$350K - $374K
|
0
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-13.7K- 12.62% |
$386K - $413K
|
95.2K
$2.84M
|
|