Latest Institutional Purchases of First Tr Exchange Trd Fd Ii Fi (FGD)
This list provides information on the latest institutional transactions involving First Tr Exchange Trd Fd Ii Fi (FGD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
223KNew |
$4.89M - $5.39M
|
223K
$5.13M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
89.9K+ 461.99% |
$1.98M - $2.18M
|
109K
$2.52M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
70.7K+ 20.22% |
$1.55M - $1.71M
|
420K
$9.69M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.6K+ 24.1% |
$475K - $523K
|
111K
$2.56M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.5KNew |
$340K - $375K
|
15.5K
$357K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$290K - $319K
|
13.2K
$304K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 11.38% |
$274K - $302K
|
122K
$2.81M
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12KNew |
$264K - $291K
|
12K
$277K
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.62K+ 10.18% |
$211K - $233K
|
104K
$2.4M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9.47K+ 767.96% |
$208K - $229K
|
10.7K
$247K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64K+ 80.48% |
$190K - $209K
|
19.4K
$446K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.67K+ 15.97% |
$168K - $186K
|
55.7K
$1.28M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.46K+ 13.05% |
$120K - $132K
|
47.3K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.48KNew |
$76.4K - $84.3K
|
3.48K
$80.2K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.31K+ 1.84% |
$72.6K - $80K
|
182K
$4.2M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.42K+ 1.69% |
$53.2K - $58.7K
|
146K
$3.35M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$46.8K - $51.6K
|
2.13K
$49.1K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.09K+ 4.8% |
$45.9K - $50.6K
|
45.6K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 6.52% |
$44.7K - $49.3K
|
33.3K
$767K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.87K+ 14.15% |
$41.1K - $45.3K
|
15.1K
$348K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.67KNew |
$36.7K - $40.4K
|
1.67K
$38.5K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 5.86% |
$36.2K - $39.9K
|
29.8K
$686K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.09KNew |
$23.9K - $26.3K
|
1.09K
$25.1K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
928New |
$20.4K - $22.5K
|
928
$21.4K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
783+ 7.3% |
$17.2K - $19K
|
11.5K
$265K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
521+ 1.91% |
$11.4K - $12.6K
|
27.9K
$642K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 3.87% |
$11K - $12.1K
|
13.4K
$309K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 0.67% |
$9.42K - $10.4K
|
64.7K
$1.49M
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.39K - $4.84K
|
200
$4.61K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.28K - $4.72K
|
195
$4.49K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 1.35% |
$4.13K - $4.55K
|
14.1K
$326K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
145+ 1.16% |
$3.18K - $3.51K
|
12.6K
$291K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
107New |
$2.35K - $2.59K
|
107
$2.47K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.61K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
62+ 1.7% |
$1.36K - $1.5K
|
3.72K
$85.7K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 1.72% |
$1.25K - $1.38K
|
3.37K
$77.6K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.3% |
$703 - $775
|
10.5K
$243K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$681 - $751
|
27.3K
$629K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15+ 0.79% |
$329 - $363
|
1.92K
$44.3K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$87.8 - $96.8
|
4
$92.2
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.03% |
$65.9 - $72.6
|
10.9K
$252K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
439K+ 113.85% |
$9.7M - $10.8M
|
824K
$19M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 10.64% |
$3.1M - $3.45M
|
1.46M
$33.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 27.3% |
$558K - $622K
|
118K
$2.71M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
24.9K+ 2.89% |
$552K - $615K
|
889K
$20.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 37.18% |
$416K - $463K
|
69.3K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.6K+ 1.98% |
$411K - $458K
|
958K
$22.1M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.8KNew |
$282K - $315K
|
12.8K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 21.97% |
$248K - $276K
|
62.3K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
10KNew |
$221K - $246K
|
10K
$230K
|