Institutional Ownership First Tr ETF Viii Low Duration (LDSF)
This table provides information about the institutional ownership of First Tr ETF Viii Low Duration (LDSF). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 5.55 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
26,538
shares
|
$508,733
0.01% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
26,245
shares
|
$503,116
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,901
shares
|
$496,522
0.02% of portfolio
|
Q2 2020
Added 16.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,691
shares
|
$396,646
0.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20,521
shares
|
$393,387
0.03% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
19,182
shares
|
$367,718
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,046
shares
|
$365,111
0.06% of portfolio
|
Q2 2024
Added 328.39%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
16,286
shares
|
$312,202
0.2% of portfolio
|
Q3 2025
Reduced 94.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,619
shares
|
$299,416
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
15,000
shares
|
$287,550
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
14,989
shares
|
$287,339
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
14,821
shares
|
$284,118
0.0% of portfolio
|
Q2 2024
Reduced 82.28%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
14,820
shares
|
$284,099
0.01% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
12,481
shares
|
$239,260
0.11% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,461
shares
|
$238,877
0.02% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,354
shares
|
$236,826
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
11,440
shares
|
$219,304
0.01% of portfolio
|
Q2 2025
Reduced 17.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,933
shares
|
$132,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,951
shares
|
$114,080
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,638
shares
|
$108,080
0.0% of portfolio
|
Q2 2025
Added 563700.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,328
shares
|
$102,137
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,280
shares
|
$101,217
0.0% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
5,180
shares
|
$99,300
0.0% of portfolio
|
Q2 2025
Reduced 89.95%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,885
shares
|
$74,475
0.0% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,922
shares
|
$56,014
0.02% of portfolio
|
Q2 2024
Reduced 44.06%
|