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 64 institutions that hold shares in the stock, with a total of 5.28 Million shares, which have been reported (via 13F filing form) to have a value of $99.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,297
shares
|
$593,704
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
31,205
shares
|
$591,958
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
30,000
shares
|
$569,100
0.27% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
26,245
shares
|
$497,867
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,901
shares
|
$491,341
0.02% of portfolio
|
Q2 2020
Added 16.25%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21,679
shares
|
$411,250
0.03% of portfolio
|
Q1 2025
Added 20.18%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
20,691
shares
|
$392,508
0.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,479
shares
|
$388,486
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,225
shares
|
$364,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,046
shares
|
$361,302
0.06% of portfolio
|
Q2 2024
Added 328.39%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
14,989
shares
|
$284,341
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,821
shares
|
$281,154
0.0% of portfolio
|
Q2 2024
Reduced 82.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,684
shares
|
$278,555
0.0% of portfolio
|
Q1 2025
Reduced 67.74%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13,907
shares
|
$263,815
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
12,641
shares
|
$239,799
0.11% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,461
shares
|
$236,385
0.02% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
12,332
shares
|
$233,938
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,974
shares
|
$208,176
0.07% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,933
shares
|
$131,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,621
shares
|
$106,630
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,284
shares
|
$100,237
0.0% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,940
shares
|
$93,711
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,067
shares
|
$77,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,540
shares
|
$67,153
0.01% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,922
shares
|
$55,430
0.02% of portfolio
|
Q2 2024
Reduced 44.06%
|