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 176 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $573 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
37,323
shares
|
$1.11 Million
0.85% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
36,868
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
35,547
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
34,785
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 64.48%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
32,749
shares
|
$977,885
0.04% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,524
shares
|
$911,446
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
30,017
shares
|
$896,307
0.0% of portfolio
|
Q3 2025
Added 133.07%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
29,285
shares
|
$874,450
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
28,692
shares
|
$856,743
0.02% of portfolio
|
Q3 2025
Reduced 41.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
28,375
shares
|
$847,277
0.02% of portfolio
|
Q3 2024
Added 17.74%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
28,167
shares
|
$841,066
0.61% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
26,556
shares
|
$792,962
0.22% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
26,216
shares
|
$782,809
0.07% of portfolio
|
Q4 2023
Added 54.73%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
26,079
shares
|
$778,718
0.23% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
25,732
shares
|
$768,357
0.04% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
23,808
shares
|
$710,906
0.16% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
22,794
shares
|
$680,628
0.0% of portfolio
|
Q3 2025
Added 23.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
22,713
shares
|
$678,210
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
21,420
shares
|
$639,601
0.02% of portfolio
|
Q3 2025
Added 66.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
21,370
shares
|
$638,108
0.05% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
21,338
shares
|
$637,152
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
21,171
shares
|
$632,166
0.01% of portfolio
|
Q3 2025
Added 32.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,060
shares
|
$569,131
0.01% of portfolio
|
Q3 2025
Added 61.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
18,939
shares
|
$565,518
0.0% of portfolio
|
Q3 2025
Added 41.57%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,849
shares
|
$562,831
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|