Dhjj Financial Advisors, Ltd. First Tr ETF Viii Low Duration Transaction History

Dhjj Financial Advisors, Ltd.

$214 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$18.11 - $18.9 $10,413 - $10,867	-575 Reduced 44.06%	730 $13,000
Q3 2023 Oct 10, 2023	BUY	$18.27 - $18.6 $23,842 - $24,273	1,305 New	1,305 $23,000
Q1 2022 May 12, 2022	SELL	$19.4 - $19.97 $262,385 - $270,094	-13,525 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$19.92 - $20.21 $130,675 - $132,577	-6,560 Reduced 32.66%	13,525 $222,000
Q3 2021 Nov 01, 2021	SELL	$20.12 - $20.28 $100,680 - $101,481	-5,004 Reduced 19.94%	20,085 $405,000
Q2 2021 Aug 05, 2021	BUY	$20.23 - $20.35 $5,947 - $5,982	294 Added 1.19%	25,089 $509,000
Q1 2021 May 05, 2021	SELL	$20.2 - $20.53 $3,757 - $3,818	-186 Reduced 0.74%	24,795 $502,000
Q4 2020 Feb 16, 2021	BUY	$20.3 - $20.56 $507,114 - $513,609	24,981 New	24,981 $511,000

Others Institutions Holding LDSF

# of Institutions

61

Shares Held

5.99M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

2.41M
Shares

$45.9 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

568K
Shares

$10.8 Million
0.01% of portfolio
Cedrus LLC Littleton, CO

446K
Shares

$8.51 Million
4.17% of portfolio
Royal Bank Of Canada Toronto, A6

377K
Shares

$7.19 Million
0.0% of portfolio
Capital Asset Advisory Services LLC Haslett, MI

290K
Shares

$5.53 Million
0.3% of portfolio

About FIRST TR ETF VIII LOW DURATION

Ticker LDSF
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