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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.95KNew |
$111K - $113K
|
5.95K
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43- 0.22% |
$802 - $817
|
19.2K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.47K- 2.25% |
$121K - $123K
|
280K
$5.31M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.88K- 66.67% |
$185K - $187K
|
4.94K
$93.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$18.7 - $18.9
|
1
$19
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.15K+ 3.11% |
$40.2K - $40.8K
|
71.4K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
666+ 3.33% |
$12.4K - $12.6K
|
20.7K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
197K+ 55.08% |
$3.69M - $3.74M
|
556K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 0.69% |
$29.9K - $30.3K
|
234K
$4.44M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.5KNew |
$588K - $596K
|
31.5K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-259K- 40.35% |
$4.85M - $4.91M
|
384K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-160Closed |
$2.99K - $3.03K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.8K- 67.74% |
$576K - $584K
|
14.7K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.76K+ 3.54% |
$108K - $109K
|
168K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 87.5% |
$273K - $277K
|
31.3K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1K+ 14.52% |
$394K - $400K
|
167K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1New |
$18.7 - $18.9
|
1
$19
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
570New |
$10.6K - $10.8K
|
570
$10.8K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.93KNew |
$130K - $131K
|
6.93K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.36K- 12.06% |
$156K - $158K
|
61K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
205+ 4.04% |
$3.83K - $3.88K
|
5.28K
$100K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
192K+ 35.25% |
$3.59M - $3.64M
|
738K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.11K+ 3.37% |
$20.7K - $20.9K
|
34K
$644K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 10.14% |
$43.2K - $43.8K
|
20.5K
$388K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-285- 2.01% |
$5.32K - $5.4K
|
13.9K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-200- 3.44% |
$3.74K - $3.79K
|
5.62K
$107K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.25% |
$1.81K - $1.84K
|
39.2K
$743K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.71% |
$207K - $210K
|
287K
$5.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 21.34% |
$532K - $539K
|
105K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 55.56% |
$18.7K - $18.9K
|
800
$15.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.9K+ 20.16% |
$671K - $680K
|
214K
$4.06M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.59K+ 9.3% |
$142K - $144K
|
89.1K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-18- 0.14% |
$336 - $341
|
12.6K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.64K+ 20.18% |
$68K - $68.9K
|
21.7K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
421+ 1.07% |
$7.86K - $7.97K
|
39.7K
$752K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-701- 6.0% |
$13.1K - $13.3K
|
11K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.78K- 3.11% |
$183K - $185K
|
305K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.7K- 38.71% |
$910K - $922K
|
77.1K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.18% |
$411 - $417
|
12.3K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 1.03% |
$26.2K - $26.5K
|
138K
$2.61M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.65K+ 8.0% |
$68.4K - $70K
|
49.3K
$934K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
900New |
$16.9K - $17.3K
|
900
$17.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.69KNew |
$31.6K - $32.4K
|
1.69K
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.66K- 83.99% |
$162K - $166K
|
1.65K
$31.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.07KNew |
$76.2K - $78K
|
4.07K
$77.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 0.57% |
$74.6K - $76.4K
|
699K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.7 - $19.2
|
1
$19
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.12% |
$37.5 - $38.4
|
181
$3.43K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
143+ 1.27% |
$2.68K - $2.74K
|
11.4K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.22K+ 4.72% |
$135K - $138K
|
160K
$3.03M
|
|