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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
18,809
shares
|
$561,636
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
18,741
shares
|
$559,606
0.01% of portfolio
|
Q4 2023
Reduced 10.08%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
18,061
shares
|
$539,301
0.48% of portfolio
|
Q3 2025
Reduced 13.29%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
17,938
shares
|
$535,628
0.03% of portfolio
|
Q3 2025
Reduced 32.25%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,674
shares
|
$527,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
17,674
shares
|
$527,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
17,472
shares
|
$521,713
0.1% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
16,673
shares
|
$497,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
16,293
shares
|
$486,508
0.05% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,237
shares
|
$484,836
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
15,909
shares
|
$475,042
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
15,525
shares
|
$463,576
0.04% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,931
shares
|
$445,839
0.0% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,608
shares
|
$436,194
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
14,429
shares
|
$430,849
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
14,014
shares
|
$418,458
0.03% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
13,775
shares
|
$411,321
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,731
shares
|
$410,007
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
12,954
shares
|
$386,806
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,622
shares
|
$376,892
0.11% of portfolio
|
Q2 2022
Added 39.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,607
shares
|
$376,445
0.0% of portfolio
|
Q3 2025
Added 57.39%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
12,458
shares
|
$371,995
0.06% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
12,283
shares
|
$366,770
0.15% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,181
shares
|
$363,724
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,030
shares
|
$359,215
0.0% of portfolio
|
Q4 2024
New holding
|
|