Latest Institutional Transactions on First Tr Exchange Trd Fd Ii Fi (FGD)
This table provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Ii Fi (FGD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.97% |
$27.5 - $29.7
|
104
$3.11K
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-292- 1.64% |
$8.03K - $8.66K
|
17.5K
$522K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
9.32K+ 9.16% |
$256K - $276K
|
111K
$3.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.3KNew |
$587K - $633K
|
21.3K
$637K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.54K- 32.25% |
$235K - $253K
|
17.9K
$536K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.64KNew |
$128K - $138K
|
4.64K
$139K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 3.17% |
$31.1K - $33.6K
|
36.9K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.1K+ 7.85% |
$966K - $1.04M
|
483K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.75K+ 18.46% |
$48.1K - $51.9K
|
11.2K
$335K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
822+ 0.72% |
$22.6K - $24.4K
|
115K
$3.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.63K+ 576.8% |
$210K - $226K
|
8.95K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.28KNew |
$173K - $186K
|
6.28K
$188K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.6K+ 64.48% |
$375K - $405K
|
34.8K
$1.04M
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
4.12K+ 5.0% |
$113K - $122K
|
86.5K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-220- 2.21% |
$6.05K - $6.53K
|
9.75K
$291K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.89K- 1.71% |
$52.1K - $56.2K
|
109K
$3.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
438+ 125.14% |
$12K - $13K
|
788
$23.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.54K+ 66.27% |
$235K - $253K
|
21.4K
$640K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1K- 9.03% |
$27.5K - $29.7K
|
10.1K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
997+ 1.84% |
$27.4K - $29.6K
|
55.1K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
110K+ 30.44% |
$3.02M - $3.26M
|
471K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
133+ 1.13% |
$3.66K - $3.95K
|
11.9K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-85- 5.83% |
$2.34K - $2.52K
|
1.37K
$41K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.77K- 13.29% |
$76.1K - $82.1K
|
18.1K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-1.14K- 4.13% |
$31.4K - $33.9K
|
26.6K
$793K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 2.31% |
$687 - $742
|
1.06K
$31.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-764- 4.49% |
$21K - $22.7K
|
16.2K
$485K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.14% |
$82.5 - $89
|
267
$7.97K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 16.45% |
$41.2K - $44.5K
|
7.62K
$228K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
166+ 0.64% |
$3.62K - $4.6K
|
26.2K
$784K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.2K+ 13.01% |
$594K - $755K
|
237K
$7.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 4.17% |
$21.8 - $27.7
|
23
$687
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-326- 7.38% |
$7.11K - $9.03K
|
4.09K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-837- 7.47% |
$18.2K - $23.2K
|
10.4K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11KNew |
$239K - $303K
|
11K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.47KNew |
$163K - $207K
|
7.47K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-50- 7.19% |
$1.09K - $1.39K
|
645
$19.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.43K- 13.64% |
$31.2K - $39.6K
|
9.06K
$270K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.7KNew |
$386K - $491K
|
17.7K
$529K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.38KNew |
$161K - $205K
|
7.38K
$220K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-1.09K- 2.42% |
$23.8K - $30.3K
|
44.1K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
389New |
$8.48K - $10.8K
|
389
$11.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.71KNew |
$168K - $214K
|
7.71K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
54.4KNew |
$1.19M - $1.51M
|
54.4K
$1.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
130+ 1.52% |
$2.83K - $3.6K
|
8.69K
$260K
|
|
| Q1 2025 | |||||||
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.76KNew |
$192K - $217K
|
8.76K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
22K+ 578.95% |
$483K - $544K
|
25.8K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
78.5KNew |
$1.72M - $1.94M
|
78.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
13.7KNew |
$300K - $338K
|
13.7K
$408K
|
|