Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.37M+ 395.24% |
$25M - $25.6M
|
1.72M
$32.4M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
497KNew |
$9.04M - $9.26M
|
497K
$9.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
122KNew |
$2.22M - $2.27M
|
122K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
75.5K+ 256.96% |
$1.37M - $1.41M
|
105K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64.2K+ 247.03% |
$1.17M - $1.2M
|
90.2K
$1.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40.2KNew |
$731K - $749K
|
40.2K
$757K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
26.2KNew |
$477K - $489K
|
26.2K
$494K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11KNew |
$200K - $205K
|
11K
$207K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.7KNew |
$195K - $199K
|
10.7K
$202K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.59K+ 0.52% |
$102K - $104K
|
1.09M
$20.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.8K+ 260.29% |
$69K - $70.7K
|
5.25K
$98.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.57KNew |
$46.7K - $47.8K
|
2.57K
$48.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 42.5% |
$35.1K - $35.9K
|
6.46K
$122K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.67K+ 0.75% |
$30.3K - $31.1K
|
224K
$4.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.6K+ 45.8% |
$29.2K - $29.9K
|
5.1K
$96.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.14K+ 3.45% |
$20.7K - $21.2K
|
34.1K
$641K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 53.91% |
$19.9K - $20.4K
|
3.13K
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
903New |
$16.4K - $16.8K
|
903
$17K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
688+ 6.04% |
$12.5K - $12.8K
|
12.1K
$228K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-108- 0.71% |
$1.96K - $2.01K
|
15.1K
$284K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-610- 50.41% |
$11.1K - $11.4K
|
600
$11.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-658- 1.07% |
$12K - $12.3K
|
61K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-680- 1.97% |
$12.4K - $12.7K
|
33.9K
$638K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-760- 1.54% |
$13.8K - $14.2K
|
48.5K
$914K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.23K- 2.96% |
$22.3K - $22.8K
|
40.2K
$756K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.43K- 4.75% |
$26K - $26.6K
|
28.7K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.49K- 99.93% |
$27.1K - $27.8K
|
1
$18.8
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18K- 9.75% |
$39.6K - $40.5K
|
20.1K
$379K
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-2.5K- 5.85% |
$45.5K - $46.6K
|
40.2K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.59K- 10.66% |
$65.3K - $66.9K
|
30.1K
$566K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.68K- 19.9% |
$85K - $87.1K
|
18.8K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.8K- 35.05% |
$87.3K - $89.5K
|
8.89K
$167K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.19K- 4.78% |
$94.4K - $96.7K
|
103K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.39K- 23.62% |
$116K - $119K
|
20.7K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-9.99K- 35.85% |
$182K - $186K
|
17.9K
$337K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-11.1K- 33.98% |
$201K - $206K
|
21.5K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1KClosed |
$203K - $208K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.1K- 51.21% |
$275K - $282K
|
14.4K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 71.55% |
$307K - $314K
|
6.71K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-17.8K- 55.54% |
$325K - $333K
|
14.3K
$269K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.1K- 62.78% |
$365K - $374K
|
11.9K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 55.26% |
$443K - $454K
|
19.7K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 14.63% |
$443K - $454K
|
142K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26K- 23.12% |
$473K - $484K
|
86.4K
$1.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-33K- 15.39% |
$601K - $616K
|
182K
$3.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.3K- 21.0% |
$915K - $937K
|
189K
$3.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51K- 34.73% |
$928K - $951K
|
95.8K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.2K- 7.9% |
$1.35M - $1.38M
|
866K
$16.3M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-79.8K- 16.23% |
$1.45M - $1.49M
|
412K
$7.75M
|