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 132 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $263 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,417,515
shares
|
$33.4 Million
0.01% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,316,492
shares
|
$31 Million
0.01% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
939,815
shares
|
$22.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
863,706
shares
|
$20.3 Million
0.21% of portfolio
|
Q2 2024
Added 5.49%
|
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
632,000
shares
|
$14.9 Million
1.09% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
587,635
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
457,210
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
385,320
shares
|
$9.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
349,747
shares
|
$8.24 Million
0.3% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
239,900
shares
|
$5.65 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
195,504
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.65%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
192,940
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2024
Added 35.76%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
180,085
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.53%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
163,052
shares
|
$3.84 Million
2.7% of portfolio
|
Q2 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
143,124
shares
|
$3.37 Million
1.2% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
138,248
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
131,188
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2024
Reduced 58.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
127,343
shares
|
$3 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.51%
|
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
117,976
shares
|
$2.78 Million
1.46% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,643
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,536
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
102,414
shares
|
$2.41 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
99,373
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 43.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
96,878
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
89,705
shares
|
$2.11 Million
0.71% of portfolio
|
Q3 2024
Added 8.65%
|