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 136 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,456,597
shares
|
$32 Million
0.02% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,417,921
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
958,404
shares
|
$21 Million
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
888,655
shares
|
$19.5 Million
0.22% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
824,020
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 113.85%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
632,000
shares
|
$13.9 Million
1.11% of portfolio
|
Q1 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
561,017
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
429,904
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
420,476
shares
|
$9.23 Million
0.35% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
228,058
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
186,327
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
179,155
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
164,326
shares
|
$3.61 Million
2.88% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
143,124
shares
|
$3.14 Million
1.2% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
138,248
shares
|
$3.03 Million
0.01% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
119,073
shares
|
$2.61 Million
0.03% of portfolio
|
Q3 2024
Added 16.27%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
118,745
shares
|
$2.61 Million
1.49% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
117,643
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
109,536
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
104,309
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
97,597
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
96,097
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
94,445
shares
|
$2.07 Million
0.9% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
89,705
shares
|
$1.97 Million
0.71% of portfolio
|
Q3 2024
Added 8.65%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
84,637
shares
|
$1.86 Million
0.69% of portfolio
|
Q3 2024
Added 6.64%
|