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 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
639+ 5.01% |
$14K - $15.5K
|
13.4K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
595+ 2.15% |
$13.1K - $14.4K
|
28.3K
$699K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
521+ 1.91% |
$11.4K - $12.6K
|
27.9K
$689K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 3.87% |
$11K - $12.1K
|
13.4K
$332K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
443New |
$9.73K - $10.7K
|
443
$11K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 0.67% |
$9.42K - $10.4K
|
64.7K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
371New |
$8.15K - $8.98K
|
371
$9.18K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
297New |
$6.52K - $7.19K
|
297
$7.35K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.39K - $4.84K
|
200
$4.95K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.28K - $4.72K
|
195
$4.82K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
188+ 1.35% |
$4.13K - $4.55K
|
14.1K
$350K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
145+ 1.16% |
$3.18K - $3.51K
|
12.6K
$312K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
107New |
$2.35K - $2.59K
|
107
$2.65K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70New |
$1.54K - $1.69K
|
70
$1.73K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
62+ 1.7% |
$1.36K - $1.5K
|
3.72K
$92K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
60+ 0.5% |
$1.32K - $1.45K
|
12.1K
$299K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 1.72% |
$1.25K - $1.38K
|
3.37K
$83.3K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.3% |
$703 - $775
|
10.5K
$261K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31+ 0.11% |
$681 - $751
|
27.3K
$675K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
15+ 0.79% |
$329 - $363
|
1.92K
$47.6K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13+ 0.12% |
$285 - $315
|
10.8K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4New |
$87.8 - $96.8
|
4
$99
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.03% |
$65.9 - $72.6
|
10.9K
$271K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 27.3% |
$558K - $622K
|
118K
$2.91M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 37.18% |
$416K - $463K
|
69.3K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
10KNew |
$221K - $246K
|
10K
$247K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
9.52KNew |
$210K - $234K
|
9.52K
$235K
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
8.86KNew |
$196K - $218K
|
8.86K
$219K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.32K+ 36.89% |
$95.4K - $106K
|
16K
$396K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.28K+ 17.74% |
$94.5K - $105K
|
28.4K
$702K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.98KNew |
$88K - $98.1K
|
3.98K
$98.5K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.39K+ 66.71% |
$30.7K - $34.2K
|
3.47K
$85.7K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.35K+ 14.6% |
$29.9K - $33.3K
|
10.6K
$262K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
470+ 587.5% |
$10.4K - $11.6K
|
550
$13.6K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
156+ 1.15% |
$3.45K - $3.84K
|
13.8K
$341K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
110+ 0.66% |
$2.43K - $2.71K
|
16.7K
$413K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.4KNew |
$441K - $487K
|
20.4K
$503K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.63KNew |
$144K - $159K
|
6.63K
$164K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
2.34KNew |
$50.7K - $56.1K
|
2.34K
$58K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.02K+ 26.66% |
$43.8K - $48.4K
|
9.6K
$238K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2KNew |
$43.3K - $47.9K
|
2K
$49.5K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.49KNew |
$32.3K - $35.7K
|
1.49K
$36.9K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
676+ 4.16% |
$14.6K - $16.2K
|
16.9K
$419K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
665+ 6.47% |
$14.4K - $15.9K
|
11K
$271K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
313New |
$6.78K - $7.49K
|
313
$7.74K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$2.17K - $2.39K
|
100
$2.47K
|
|
Q1 2024 | |||||||
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
20.2KNew |
$435K - $459K
|
20.2K
$499K
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19KNew |
$409K - $432K
|
19K
$469K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.4KNew |
$333K - $351K
|
15.4K
$382K
|