Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197K+ 55.08% |
$3.69M - $3.74M
|
556K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 35.25% |
$3.59M - $3.64M
|
738K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.9K+ 20.16% |
$671K - $680K
|
214K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.5KNew |
$588K - $596K
|
31.5K
$597K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.4K+ 164.02% |
$530K - $537K
|
45.7K
$866K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1K+ 14.52% |
$394K - $400K
|
167K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 87.5% |
$273K - $277K
|
31.3K
$594K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.88K+ 200.0% |
$185K - $187K
|
14.8K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.59K+ 9.3% |
$142K - $144K
|
89.1K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.93KNew |
$130K - $131K
|
6.93K
$132K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.76K+ 3.54% |
$108K - $109K
|
168K
$3.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.64K+ 20.18% |
$68K - $68.9K
|
21.7K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15K+ 3.11% |
$40.2K - $40.8K
|
71.4K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 0.69% |
$29.9K - $30.3K
|
234K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 1.03% |
$26.2K - $26.5K
|
138K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 3.37% |
$20.7K - $20.9K
|
34K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
666+ 3.33% |
$12.4K - $12.6K
|
20.7K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
570New |
$10.6K - $10.8K
|
570
$10.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
421+ 1.07% |
$7.86K - $7.97K
|
39.7K
$752K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
205+ 4.04% |
$3.83K - $3.88K
|
5.28K
$100K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.18% |
$411 - $417
|
12.3K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$18.7 - $18.9
|
1
$19
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$18.7 - $18.9
|
1
$19
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-18- 0.14% |
$336 - $341
|
12.6K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.25% |
$1.81K - $1.84K
|
39.2K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160Closed |
$2.99K - $3.03K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-200- 3.44% |
$3.74K - $3.79K
|
5.62K
$107K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-285- 2.01% |
$5.32K - $5.4K
|
13.9K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-701- 6.0% |
$13.1K - $13.3K
|
11K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 55.56% |
$18.7K - $18.9K
|
800
$15.2K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 10.14% |
$43.2K - $43.8K
|
20.5K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.36K- 12.06% |
$156K - $158K
|
61K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.78K- 3.11% |
$183K - $185K
|
305K
$5.78M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.88K- 66.67% |
$185K - $187K
|
4.94K
$93.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.71% |
$207K - $210K
|
287K
$5.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11.5K- 3.86% |
$215K - $218K
|
287K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 21.34% |
$532K - $539K
|
105K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.8K- 67.74% |
$576K - $584K
|
14.7K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.7K- 38.71% |
$910K - $922K
|
77.1K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-259K- 40.35% |
$4.85M - $4.91M
|
384K
$7.28M
|