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 |
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
695
shares
|
$17,375
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
616
shares
|
$15,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
616
shares
|
$15,400
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
497
shares
|
$12,425
0.0% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
443
shares
|
$11,075
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
371
shares
|
$9,275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
350
shares
|
$8,750
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
297
shares
|
$7,425
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
270
shares
|
$6,750
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
259
shares
|
$6,475
0.0% of portfolio
|
Q2 2024
Reduced 91.7%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
208
shares
|
$5,200
0.0% of portfolio
|
Q1 2024
Reduced 15.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
200
shares
|
$5,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
200
shares
|
$5,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
157
shares
|
$3,925
0.0% of portfolio
|
Q1 2025
Reduced 95.34%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
130
shares
|
$3,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
111
shares
|
$2,775
0.0% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
104
shares
|
$2,600
0.0% of portfolio
|
Q4 2017
Added 326.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$2,500
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
80
shares
|
$2,000
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
70
shares
|
$1,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
58
shares
|
$1,450
0.0% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
39
shares
|
$975
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
24
shares
|
$600
0.0% of portfolio
|
Q4 2024
Reduced 78.38%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
4
shares
|
$100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|