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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
7,383
shares
|
$220,456
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,283
shares
|
$187,610
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
5,522
shares
|
$164,886
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,250
shares
|
$156,765
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,848
shares
|
$144,761
0.0% of portfolio
|
Q3 2025
Added 27.51%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,642
shares
|
$138,610
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
3,735
shares
|
$111,527
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,466
shares
|
$103,494
0.01% of portfolio
|
Q3 2024
Added 66.71%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
2,980
shares
|
$88,982
0.04% of portfolio
|
Q1 2025
Reduced 14.37%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,347
shares
|
$70,081
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,260
shares
|
$67,483
0.0% of portfolio
|
Q3 2018
Added 2.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,100
shares
|
$62,706
0.02% of portfolio
|
Q1 2023
Added 16.67%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$59,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1,870
shares
|
$55,838
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,849
shares
|
$55,211
0.0% of portfolio
|
Q3 2025
Reduced 31.16%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,795
shares
|
$53,598
0.0% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,670
shares
|
$49,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,491
shares
|
$44,521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,373
shares
|
$40,997
0.0% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,365
shares
|
$40,758
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,323
shares
|
$39,504
0.72% of portfolio
|
Q3 2025
Added 576.8%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,056
shares
|
$31,532
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
984
shares
|
$29,382
0.01% of portfolio
|
Q3 2025
Reduced 22.52%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
788
shares
|
$23,529
0.0% of portfolio
|
Q3 2025
Added 125.14%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
700
shares
|
$20,902
0.0% of portfolio
|
Q4 2023
Reduced 85.71%
|
|