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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9.88K+ 200.0% |
$184K - $188K
|
14.8K
$282K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.64K+ 563700.0% |
$105K - $107K
|
5.64K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 4.67% |
$147K - $150K
|
176K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.75K- 5.6% |
$32.7K - $33.3K
|
29.5K
$562K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
377K+ 67.88% |
$7.03M - $7.17M
|
933K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.73K+ 1.59% |
$69.4K - $70.8K
|
238K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 64.21% |
$377K - $384K
|
51.7K
$983K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
935+ 6.37% |
$17.4K - $17.8K
|
15.6K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135K+ 81.01% |
$2.51M - $2.56M
|
301K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
51+ 0.13% |
$951 - $970
|
39.7K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.89K+ 12.9% |
$110K - $112K
|
51.6K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 2.21% |
$74.6 - $76
|
185
$3.52K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.18% |
$410 - $418
|
12.4K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
256K+ 34.74% |
$4.78M - $4.87M
|
994K
$18.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
86.7K+ 22.6% |
$1.62M - $1.65M
|
470K
$8.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-182- 4.48% |
$3.39K - $3.46K
|
3.89K
$73.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.67K- 14.96% |
$87K - $88.7K
|
26.5K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.7K+ 76.66% |
$293K - $298K
|
36.2K
$688K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.57K+ 10.5% |
$66.5K - $67.8K
|
37.5K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.47K- 17.74% |
$46K - $46.9K
|
11.4K
$218K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-224- 0.31% |
$4.18K - $4.26K
|
71.2K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.35K- 10.41% |
$118K - $121K
|
54.6K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 3.58% |
$26.2K - $26.7K
|
37.8K
$719K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.16K- 5.34% |
$21.6K - $22K
|
20.5K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.99K- 6.66% |
$130K - $133K
|
98K
$1.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.29K- 2.97% |
$42.6K - $43.5K
|
74.8K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-980- 1.1% |
$18.3K - $18.6K
|
88.1K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-546- 15.42% |
$10.2K - $10.4K
|
2.99K
$56.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-160- 1.27% |
$2.98K - $3.04K
|
12.5K
$237K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-153K- 71.32% |
$2.85M - $2.9M
|
61.4K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44+ 0.83% |
$820 - $836
|
5.33K
$101K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.33K- 1.85% |
$99.3K - $101K
|
282K
$5.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-41- 0.73% |
$764 - $779
|
5.58K
$106K
|
|
|
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
$365K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.47K- 2.25% |
$121K - $123K
|
280K
$5.33M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
666+ 3.33% |
$12.4K - $12.6K
|
20.7K
$394K
|
|
|
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
$132K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 55.56% |
$18.7K - $18.9K
|
800
$15.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-701- 6.0% |
$13.1K - $13.3K
|
11K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.78K- 3.11% |
$183K - $185K
|
305K
$5.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 1.03% |
$26.2K - $26.5K
|
138K
$2.62M
|
|
| Q4 2024 | |||||||
|
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
|
Ubs Group Ag
|
SELL
|
- |
-8.66K- 83.99% |
$162K - $166K
|
1.65K
$31.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.69KNew |
$31.6K - $32.4K
|
1.69K
$32.1K
|
|
|
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
|
|