Purchases and Sales Made in Q1 2023 in First Tr ETF Viii Low Duration (LDSF)
This table provides information about the institutional ownership of First Tr ETF Viii Low Duration (LDSF) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII LOW DURATION.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
111K+ 324.54% |
$2.03M - $2.08M
|
145K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.2K+ 1540.34% |
$886K - $904K
|
51.3K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
41.5KNew |
$764K - $780K
|
41.5K
$782K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
40.3K+ 807.38% |
$741K - $756K
|
45.3K
$852K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
30.9K+ 7.5% |
$568K - $580K
|
443K
$8.34M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22K+ 4.43% |
$405K - $414K
|
519K
$9.77M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.7K+ 160.7% |
$325K - $332K
|
28.7K
$540K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.7KNew |
$288K - $294K
|
15.7K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
15.2KNew |
$280K - $286K
|
15.2K
$287K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5KNew |
$229K - $234K
|
12.5K
$235K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.4K+ 169.45% |
$209K - $213K
|
18.1K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.66K+ 848.06% |
$141K - $144K
|
8.56K
$161K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.85KNew |
$108K - $110K
|
5.85K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.79K+ 35.4% |
$69.8K - $71.2K
|
14.5K
$273K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.58K+ 55.35% |
$65.9K - $67.2K
|
10K
$189K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.39K+ 18.0% |
$62.4K - $63.6K
|
22.2K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.15K+ 3.52% |
$39.5K - $40.3K
|
63.2K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.08K+ 4.28% |
$38.3K - $39K
|
50.6K
$953K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.42KNew |
$26.1K - $26.7K
|
1.42K
$26.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
308New |
$5.67K - $5.78K
|
308
$5.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
272+ 1.9% |
$5.01K - $5.11K
|
14.6K
$274K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
215+ 0.1% |
$3.96K - $4.04K
|
225K
$4.23M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
107+ 0.71% |
$1.97K - $2.01K
|
15.2K
$286K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
SELL
|
- |
-201- 0.5% |
$3.7K - $3.77K
|
40K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 3.08% |
$6.31K - $6.44K
|
10.8K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-384- 1.95% |
$7.07K - $7.21K
|
19.3K
$363K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-585- 11.46% |
$10.8K - $11K
|
4.52K
$85.1K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.77K- 9.87% |
$32.5K - $33.1K
|
16.1K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2K- 9.93% |
$36.8K - $37.5K
|
18.1K
$342K
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.28K- 10.59% |
$41.9K - $42.8K
|
19.2K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.7K- 51.36% |
$49.7K - $50.7K
|
2.56K
$48.1K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.99K- 16.6% |
$91.9K - $93.8K
|
25.1K
$472K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.13K- 51.47% |
$113K - $115K
|
5.78K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.35K- 16.27% |
$117K - $119K
|
32.7K
$616K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.5K- 16.17% |
$120K - $122K
|
33.7K
$635K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.93K- 57.38% |
$128K - $130K
|
5.15K
$97K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.91K- 43.12% |
$164K - $167K
|
11.8K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.66K- 6.79% |
$178K - $181K
|
133K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.4K- 17.87% |
$284K - $290K
|
71K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.3K- 56.97% |
$301K - $307K
|
12.3K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.3K- 68.66% |
$428K - $437K
|
10.6K
$200K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.7K- 13.6% |
$473K - $483K
|
163K
$3.08M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.1K- 30.34% |
$535K - $546K
|
66.8K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.6K- 40.53% |
$673K - $687K
|
53.7K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.9K- 20.32% |
$680K - $693K
|
145K
$2.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-71.5K- 8.15% |
$1.32M - $1.34M
|
806K
$15.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-84.1K- 80.23% |
$1.55M - $1.58M
|
20.7K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-143K- 16.98% |
$2.63M - $2.69M
|
699K
$13.2M
|