Latest Institutional Transactions on First Tr ETF Viii Low Duration (LDSF)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Low Duration (LDSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
314KNew |
$5.89M - $6.03M
|
314K
$5.93M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.04K- 4.58% |
$113K - $116K
|
126K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.7KNew |
$313K - $320K
|
16.7K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.69KNew |
$31.6K - $32.4K
|
1.69K
$31.8K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.66K- 83.99% |
$162K - $166K
|
1.65K
$31.2K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 15.69% |
$911K - $932K
|
358K
$6.76M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.07KNew |
$76.2K - $78K
|
4.07K
$76.7K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 31.91% |
$206K - $211K
|
45.5K
$858K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 8.03% |
$19.1K - $19.6K
|
11.7K
$220K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.24K+ 9.89% |
$117K - $120K
|
69.3K
$1.31M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.15K- 2.49% |
$77.7K - $79.5K
|
163K
$3.07M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
232KNew |
$4.36M - $4.46M
|
232K
$4.38M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-129- 0.39% |
$2.42K - $2.47K
|
32.9K
$620K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 0.57% |
$74.6K - $76.4K
|
699K
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233K- 63.61% |
$4.37M - $4.47M
|
133K
$2.52M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.7 - $19.2
|
1
$18.9
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 3.41% |
$337K - $345K
|
546K
$10.3M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 18.0% |
$285K - $292K
|
69.3K
$1.31M
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
12.7KNew |
$237K - $243K
|
12.7K
$239K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.37K+ 8.24% |
$25.7K - $26.3K
|
18K
$340K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.25K- 0.42% |
$23.4K - $24K
|
299K
$5.63M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 0.81% |
$768 - $786
|
5.08K
$95.8K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
137KNew |
$2.56M - $2.62M
|
137K
$2.58M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.6K- 75.62% |
$1.01M - $1.03M
|
17.3K
$326K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.43K- 23.78% |
$83K - $84.9K
|
14.2K
$268K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
145KNew |
$2.72M - $2.79M
|
145K
$2.74M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
643KNew |
$12.1M - $12.3M
|
643K
$12.1M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.05% |
$56.2 - $57.5
|
5.82K
$110K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-373- 0.94% |
$6.99K - $7.15K
|
39.3K
$742K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 35.01% |
$230K - $236K
|
22.8K
$430K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.12% |
$37.5 - $38.4
|
181
$3.41K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.39K- 3.42% |
$26K - $26.6K
|
39.2K
$740K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.88K- 6.73% |
$110K - $113K
|
81.5K
$1.54M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
143+ 1.27% |
$2.68K - $2.74K
|
11.4K
$214K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.22K+ 4.72% |
$135K - $138K
|
160K
$3.02M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
458+ 1.49% |
$8.58K - $8.78K
|
31.2K
$589K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
345+ 1.75% |
$6.47K - $6.62K
|
20K
$378K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21KClosed |
$394K - $404K
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 18.18% |
$7.5K - $7.67K
|
1.8K
$33.9K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 0.59% |
$33.3K - $34.1K
|
298K
$5.63M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$26.8K - $27.4K
|
12.3K
$232K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
138K+ 342.92% |
$2.59M - $2.65M
|
178K
$3.36M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.5KNew |
$479K - $490K
|
25.5K
$482K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
410New |
$7.68K - $7.86K
|
410
$7.73K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80+ 66.67% |
$1.49K - $1.54K
|
200
$3.77K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$37.3 - $38.5
|
2
$37.7
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-54- 0.45% |
$1.01K - $1.04K
|
11.9K
$224K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.08K- 32.59% |
$94.6K - $97.7K
|
10.5K
$198K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-980- 21.68% |
$18.3K - $18.9K
|
3.54K
$66.8K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.64KNew |
$142K - $147K
|
7.64K
$144K
|