Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE TRD FD II FI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
509K+ 35.92% |
$11.2M - $12.3M
|
1.93M
$45.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
223KNew |
$4.89M - $5.39M
|
223K
$5.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 10.5% |
$3.36M - $3.7M
|
1.61M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
112K+ 60.1% |
$2.46M - $2.71M
|
298K
$7M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
89.9K+ 461.99% |
$1.98M - $2.18M
|
109K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.3KNew |
$1.57M - $1.73M
|
71.3K
$1.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
70.7K+ 20.22% |
$1.55M - $1.71M
|
420K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54K+ 12.55% |
$1.19M - $1.31M
|
484K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.1K+ 9.11% |
$1.12M - $1.24M
|
612K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
27.1K+ 3.05% |
$595K - $657K
|
916K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
23KNew |
$504K - $556K
|
23K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
21.6K+ 24.1% |
$475K - $523K
|
111K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15.5KNew |
$340K - $375K
|
15.5K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.8KNew |
$303K - $334K
|
13.8K
$324K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$290K - $319K
|
13.2K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.5K+ 11.38% |
$274K - $302K
|
122K
$2.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12KNew |
$264K - $291K
|
12K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
9.62K+ 10.18% |
$211K - $233K
|
104K
$2.44M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
9.47K+ 767.96% |
$208K - $229K
|
10.7K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.04K+ 12.38% |
$199K - $219K
|
82.1K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.73K+ 8.94% |
$192K - $211K
|
106K
$2.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
8.64K+ 5.26% |
$190K - $209K
|
173K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.64K+ 80.48% |
$190K - $209K
|
19.4K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.67K+ 15.97% |
$168K - $186K
|
55.7K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.37K+ 11.08% |
$140K - $154K
|
63.9K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.46K+ 13.05% |
$120K - $132K
|
47.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.42K+ 46.23% |
$97K - $107K
|
14K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.23KNew |
$92.8K - $102K
|
4.23K
$99.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.48KNew |
$76.4K - $84.3K
|
3.48K
$81.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.31K+ 1.84% |
$72.6K - $80K
|
182K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
2.42K+ 1.69% |
$53.2K - $58.7K
|
146K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.13KNew |
$46.8K - $51.6K
|
2.13K
$50.1K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.09K+ 4.8% |
$45.9K - $50.6K
|
45.6K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.04K+ 6.52% |
$44.7K - $49.3K
|
33.3K
$782K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.87K+ 14.15% |
$41.1K - $45.3K
|
15.1K
$355K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.67KNew |
$36.7K - $40.4K
|
1.67K
$39.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 5.86% |
$36.2K - $39.9K
|
29.8K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.09KNew |
$23.9K - $26.3K
|
1.09K
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
928New |
$20.4K - $22.5K
|
928
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
885+ 1.05% |
$19.4K - $21.4K
|
85.5K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
783+ 7.3% |
$17.2K - $19K
|
11.5K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
676+ 1.13% |
$14.8K - $16.4K
|
60.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
639+ 5.01% |
$14K - $15.5K
|
13.4K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
595+ 2.15% |
$13.1K - $14.4K
|
28.3K
$664K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
521+ 1.91% |
$11.4K - $12.6K
|
27.9K
$654K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 3.87% |
$11K - $12.1K
|
13.4K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
429+ 0.67% |
$9.42K - $10.4K
|
64.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
371New |
$8.15K - $8.98K
|
371
$8.71K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
200New |
$4.39K - $4.84K
|
200
$4.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
195New |
$4.28K - $4.72K
|
195
$4.58K
|