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 151 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $326 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,731
shares
|
$343,275
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
13,634
shares
|
$340,850
0.16% of portfolio
|
Q4 2024
Reduced 42.28%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,482
shares
|
$337,050
0.03% of portfolio
|
Q1 2025
Added 103607.69%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,622
shares
|
$315,550
0.11% of portfolio
|
Q2 2022
Added 39.53%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
12,569
shares
|
$314,225
0.1% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
12,353
shares
|
$308,825
0.15% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,347
shares
|
$308,675
0.01% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
12,092
shares
|
$302,300
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,030
shares
|
$300,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
11,816
shares
|
$295,400
0.01% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,813
shares
|
$295,325
0.0% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,465
shares
|
$286,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
11,209
shares
|
$280,225
0.22% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
11,071
shares
|
$276,775
0.17% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
10,947
shares
|
$273,675
0.14% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,765
shares
|
$269,125
0.0% of portfolio
|
Q4 2024
Reduced 13.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,764
shares
|
$269,100
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
10,626
shares
|
$265,650
0.02% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,486
shares
|
$262,150
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,453
shares
|
$261,325
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,452
shares
|
$261,300
0.0% of portfolio
|
Q3 2024
Reduced 20.41%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
10,291
shares
|
$257,275
0.11% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
9,602
shares
|
$240,050
0.0% of portfolio
|
Q2 2024
Added 26.66%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
9,577
shares
|
$239,425
0.11% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
9,481
shares
|
$237,025
0.07% of portfolio
|
Q1 2025
Reduced 38.76%
|