Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.41MNew |
$44.5M - $45.3M
|
2.41M
$45.3M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 311.37% |
$1.93M - $1.96M
|
137K
$2.59M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.9K+ 179.36% |
$1.28M - $1.3M
|
107K
$2.02M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
64.6K+ 16.93% |
$1.2M - $1.22M
|
446K
$8.41M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.5K+ 92.24% |
$1.19M - $1.21M
|
135K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
50K+ 386.79% |
$926K - $941K
|
63K
$1.19M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 4.85% |
$487K - $495K
|
568K
$10.7M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$291K - $296K
|
15.7K
$296K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 328.39% |
$270K - $275K
|
19K
$359K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.2K+ 14.36% |
$226K - $230K
|
97.3K
$1.83M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.4K+ 2.25% |
$118K - $120K
|
290K
$5.47M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.89K+ 2.08% |
$109K - $111K
|
288K
$5.43M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.31K+ 4.98% |
$61.3K - $62.3K
|
69.9K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 4.25% |
$60.9K - $61.9K
|
80.7K
$1.52M
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$36.1K - $36.7K
|
1.95K
$36.7K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.54K+ 11.59% |
$28.5K - $28.9K
|
14.8K
$279K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
964+ 5.13% |
$17.8K - $18.1K
|
19.8K
$372K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
181+ 1.74% |
$3.35K - $3.4K
|
10.6K
$200K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
177New |
$3.28K - $3.33K
|
177
$3.33K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
158+ 1.34% |
$2.92K - $2.97K
|
11.9K
$225K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157+ 0.4% |
$2.91K - $2.95K
|
39.2K
$737K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$2.22K - $2.26K
|
120
$2.26K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
27+ 0.19% |
$500 - $508
|
14K
$263K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-389- 6.17% |
$7.2K - $7.32K
|
5.91K
$111K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 15.38% |
$7.4K - $7.52K
|
2.2K
$41.4K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.18K- 3.3% |
$21.8K - $22.2K
|
34.6K
$652K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.23K- 10.55% |
$22.7K - $23.1K
|
10.4K
$196K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 44.06% |
$42.6K - $43.3K
|
2.92K
$55K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.35K- 70.2% |
$43.4K - $44.1K
|
996
$18.8K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 19.57% |
$49.3K - $50.1K
|
11K
$206K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.92K- 6.74% |
$54K - $54.8K
|
40.3K
$760K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.36K- 14.22% |
$80.6K - $81.9K
|
26.3K
$495K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.34K- 6.64% |
$98.9K - $101K
|
75.1K
$1.41M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 14.73% |
$106K - $107K
|
33.1K
$623K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.52K- 29.2% |
$176K - $179K
|
23.1K
$434K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.2K- 57.37% |
$206K - $210K
|
8.29K
$156K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 9.84% |
$219K - $222K
|
108K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.9K- 67.89% |
$610K - $619K
|
15.6K
$293K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.7K- 37.54% |
$642K - $652K
|
57.7K
$1.09M
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-38.4K- 38.2% |
$711K - $723K
|
62.2K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.4K- 10.1% |
$785K - $798K
|
377K
$7.11M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-68.8K- 82.28% |
$1.27M - $1.29M
|
14.8K
$279K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-166K- 80.53% |
$3.08M - $3.13M
|
40.2K
$757K
|