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 |
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,302
shares
|
$232,550
0.01% of portfolio
|
Q4 2024
Reduced 18.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,119
shares
|
$227,975
0.01% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,670
shares
|
$216,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,509
shares
|
$212,725
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,383
shares
|
$209,575
0.01% of portfolio
|
Q4 2023
Reduced 22.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,711
shares
|
$192,775
0.05% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
4,415
shares
|
$110,375
0.05% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,735
shares
|
$93,375
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,466
shares
|
$86,650
0.01% of portfolio
|
Q3 2024
Added 66.71%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,980
shares
|
$74,500
0.05% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,930
shares
|
$73,250
0.0% of portfolio
|
Q4 2023
Reduced 33.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,930
shares
|
$73,250
0.0% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,260
shares
|
$56,500
0.0% of portfolio
|
Q3 2018
Added 2.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,100
shares
|
$52,500
0.02% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
2,010
shares
|
$50,250
0.0% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,000
shares
|
$50,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,670
shares
|
$41,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,491
shares
|
$37,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,361
shares
|
$34,025
0.01% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,269
shares
|
$31,725
0.0% of portfolio
|
Q4 2024
Reduced 65.06%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,121
shares
|
$28,025
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,081
shares
|
$27,025
0.0% of portfolio
|
Q1 2025
Reduced 43.81%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
956
shares
|
$23,900
0.0% of portfolio
|
Q3 2024
Reduced 28.07%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
835
shares
|
$20,875
0.02% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
700
shares
|
$17,500
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|