Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
353K+ 52.88% |
$7.14M - $7.19M
|
1.02M
$19.2M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
171K+ 52.81% |
$3.46M - $3.48M
|
494K
$9.32M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
168K+ 55.37% |
$3.41M - $3.43M
|
472K
$8.9M
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
88K+ 78.67% |
$1.78M - $1.79M
|
200K
$3.76M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.3KNew |
$1.6M - $1.61M
|
79.3K
$1.49M
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
76K+ 49.49% |
$1.54M - $1.55M
|
230K
$4.33M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
63.8K+ 37.75% |
$1.29M - $1.3M
|
233K
$4.39M
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
56.9K+ 98.32% |
$1.15M - $1.16M
|
115K
$2.16M
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
56K+ 8.64% |
$1.13M - $1.14M
|
704K
$13.3M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.1K+ 429.74% |
$1.11M - $1.12M
|
67.9K
$1.28M
|
|
Aug 19, 2021
Q2 2021
|
Advisory Resource Group
|
BUY
|
- |
52.4K+ 60.29% |
$1.06M - $1.07M
|
139K
$2.63M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.3K+ 26.59% |
$897K - $902K
|
211K
$3.98M
|
|
Jul 16, 2021
Q2 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
39.8K+ 19.64% |
$806K - $810K
|
243K
$4.57M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38K+ 84.11% |
$768K - $773K
|
83.1K
$1.57M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.9KNew |
$746K - $751K
|
36.9K
$695K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.8KNew |
$643K - $647K
|
31.8K
$599K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.4K+ 9.68% |
$453K - $456K
|
254K
$4.78M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.9K+ 70.56% |
$260K - $262K
|
31.1K
$586K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12.6K+ 79.75% |
$255K - $257K
|
28.4K
$535K
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
12.1KNew |
$244K - $246K
|
12.1K
$228K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 29.41% |
$237K - $239K
|
51.6K
$972K
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$235K - $237K
|
11.6K
$219K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37KNew |
$68.1K - $68.5K
|
3.37K
$63.4K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44KNew |
$49.4K - $49.7K
|
2.44K
$46K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.85K+ 20.42% |
$37.5K - $37.7K
|
10.9K
$206K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.05K+ 3.08% |
$21.3K - $21.4K
|
35.2K
$664K
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
712+ 2.28% |
$14.4K - $14.5K
|
31.9K
$601K
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
634+ 0.31% |
$12.8K - $12.9K
|
203K
$3.82M
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
294+ 1.19% |
$5.95K - $5.98K
|
25.1K
$473K
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 4.26% |
$2.02K - $2.04K
|
2.25K
$42.4K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-476- 1.65% |
$9.63K - $9.69K
|
28.3K
$534K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-707- 0.55% |
$14.3K - $14.4K
|
127K
$2.4M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-980- 25.81% |
$19.8K - $19.9K
|
2.82K
$53.1K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$20.2K - $20.4K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-3.15K- 6.32% |
$63.8K - $64.2K
|
46.8K
$881K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.5K- 8.86% |
$70.8K - $71.3K
|
36K
$679K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.5K- 14.79% |
$111K - $112K
|
31.7K
$597K
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-6.29K- 7.24% |
$127K - $128K
|
80.6K
$1.52M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.21K- 18.67% |
$146K - $147K
|
31.4K
$592K
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.96K- 34.58% |
$181K - $182K
|
16.9K
$319K
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.2K- 21.82% |
$206K - $207K
|
36.5K
$688K
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-11.7K- 46.52% |
$236K - $237K
|
13.4K
$253K
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 47.77% |
$260K - $261K
|
14K
$264K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13K- 6.75% |
$263K - $264K
|
179K
$3.38M
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-15KClosed |
$303K - $305K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-28.9K- 9.19% |
$584K - $587K
|
285K
$5.37M
|
|
Jul 22, 2021
Q2 2021
|
G&S Capital LLC
|
SELL
|
- |
-29.4K- 64.82% |
$594K - $597K
|
15.9K
$300K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.6KClosed |
$1.12M - $1.13M
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-279K- 96.15% |
$5.64M - $5.67M
|
11.2K
$210K
|