FGD · Insider trading · 13F holders · Congress trades
First Tr Exchange-Traded Fd (FGD)
Who is buying and selling FGD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FGD at a glance
- No open-market insider purchases or sales of FGD were filed in the last 90 days.
- 27 13F filers hold FGD among their 50 largest positions, worth $127.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (4.0%), Holcombe Financial, Inc. (3.1%) and Stonebridge Financial Planning Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
- No member of Congress has disclosed a trade in FGD.
FGD insider trading
No open-market insider purchases or sales of FGD were filed in the last 90 days.
Who owns FGD? Hedge funds and superinvestors
27 13F filers hold FGD among their 50 largest positions, worth $127.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (4.0%), Holcombe Financial, Inc. (3.1%) and Stonebridge Financial Planning Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE CoInsurance company | 2.0% | $34.0M | 1,063,000 | +0.0% shares | Q2 2026 |
| Focus Financial Network, Inc.Wealth manager | 0.4% | $13.3M | 399,854 | +2.6% shares | Q3 2026 |
| Stonebridge Financial Planning Group, LLCWealth manager | 2.5% | $7.9M | 245,523 | +11.1% shares | Q2 2026 |
| IMG Wealth Management, Inc.Wealth manager | 4.0% | $7.7M | 231,651 | +18.0% shares | Q3 2026 |
| Holcombe Financial, Inc.Wealth manager | 3.1% | $5.6M | 169,056 | — | Q3 2026 |
| Oxford Wealth Group, LLCWealth manager | 2.4% | $5.4M | 169,056 | +29.1% shares | Q2 2026 |
| ForthRight Wealth Management, LLCWealth manager | 1.4% | $5.3M | 165,594 | -6.1% shares | Q2 2026 |
| Creekside PartnersWealth manager | 1.4% | $3.9M | 123,044 | +0.7% shares | Q2 2026 |
| Trueblood Wealth Management, LLCWealth manager | 1.3% | $3.8M | 115,316 | +7.9% shares | Q3 2026 |
| WealthBridge Capital Management, LLCWealth manager | 0.7% | $3.6M | 108,682 | +8.2% shares | Q3 2026 |
| Compass Financial Services IncWealth manager | 1.3% | $3.4M | 107,269 | +10.1% shares | Q2 2026 |
| Fsb Premier Wealth Management, Inc.Wealth manager | 0.9% | $3.3M | 104,153 | — | Q2 2026 |
| Lynx Investment AdvisoryWealth manager | 1.1% | $3.3M | 98,021 | -11.1% shares | Q3 2026 |
| Hobart Private Capital, LLCWealth manager | 0.6% | $3.2M | 97,874 | +1.7% shares | Q3 2026 |
| SMART Wealth LLCWealth manager | 0.7% | $3.2M | 99,371 | -11.4% shares | Q2 2026 |
| Twelve Points Wealth Management LLCInstitutional asset manager | 0.6% | $3.1M | 96,316 | +3.2% shares | Q2 2026 |
| Owen LaRue, LLCWealth manager | 1.0% | $3.0M | 93,405 | -29.8% shares | Q2 2026 |
| Bellevue Asset Management, LLCWealth manager | 1.3% | $2.8M | 87,167 | +2.0% shares | Q2 2026 |
| RiverTree Advisors, LLCWealth manager | 1.1% | $1.8M | 53,157 | +14.9% shares | Q3 2026 |
| Split Rock Private Trading & Wealth Management, LLCWealth manager | 1.1% | $1.6M | 48,666 | -1.0% shares | Q3 2026 |
| TCFG Investment Advisors, LLCWealth manager | 0.5% | $1.4M | 43,134 | -0.1% shares | Q3 2026 |
| Tcfg Wealth Management, LLCWealth manager | 0.5% | $1.4M | 43,014 | +0.0% shares | Q1 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 0.8% | $1.3M | 39,184 | -1.8% shares | Q3 2026 |
| Stegent Equity Advisors, Inc.Wealth manager | 0.9% | $1.1M | 32,983 | — | Q3 2026 |
| Key Capital Management, INCWealth manager | 0.5% | $1.0M | 32,752 | +11.8% shares | Q2 2026 |
| Collier FinancialWealth manager | 0.6% | $948K | 29,623 | -11.1% shares | Q2 2026 |
| DDFG, IncWealth manager | 0.1% | $749K | 22,574 | +0.1% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 13, Q2 2026: 13, Q1 2026: 1). Screen FGD in the grand portfolio →
FGD stock trades by members of Congress
No member of Congress has disclosed a trade in FGD.
FGD questions and answers
Are insiders buying FGD stock?
No open-market insider purchases or sales of FGD were filed in the last 90 days.
Which hedge funds own FGD?
27 13F filers hold FGD among their 50 largest positions, worth $127.1M combined. The biggest bets by portfolio weight are IMG Wealth Management, Inc. (4.0%), Holcombe Financial, Inc. (3.1%) and Stonebridge Financial Planning Group, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 8 added to one.
Has Congress traded FGD?
No member of Congress has disclosed a trade in FGD.
Who is the largest holder of FGD?
Among 13F filers, FUKOKU MUTUAL LIFE INSURANCE Co reports the largest FGD position, $34.0M (1,063,000 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is IMG Wealth Management, Inc.'s: 4.0% of its portfolio.
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