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 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$244K - $255K
|
13.1K
$248K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-16.5KClosed |
$306K - $321K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100New |
$1.86K - $1.95K
|
100
$1.89K
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.61K- 19.28% |
$85.7K - $89.9K
|
19.3K
$365K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-700Closed |
$13K - $13.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.62K+ 24.12% |
$48.7K - $51K
|
13.5K
$255K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-154KClosed |
$2.98M - $3.07M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.05KClosed |
$176K - $181K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3KClosed |
$58.2K - $59.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.45KClosed |
$28.2K - $29K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
15KNew |
$299K - $303K
|
15K
$283K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.2K+ 101.41% |
$468K - $471K
|
46.2K
$872K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.44KClosed |
$49.2K - $49.6K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-750Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
$234K - $236K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-139KClosed |
$2.8M - $2.83M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$20.2K - $20.4K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.6KClosed |
$1.12M - $1.13M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.6KClosed |
$234K - $238K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-12KClosed |
$241K - $245K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-364KClosed |
$7.35M - $7.47M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$505 - $513
|
25
$472
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-6.5KClosed |
$132K - $134K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-15.5KClosed |
$315K - $319K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.9KClosed |
$322K - $326K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$203K - $206K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 10, 2024
Q3 2020
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.2KClosed |
$228K - $231K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-92.9KClosed |
$1.88M - $1.9M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.69K+ 16.25% |
$33.2K - $34.4K
|
12.1K
$228K
|
|
|
Sep 08, 2021
Q2 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-15.3KClosed |
$302K - $312K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$219K - $227K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85.2KNew |
$1.68M - $1.74M
|
85.2K
$1.61M
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88KClosed |
$92.3K - $101K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.2KClosed |
$287K - $314K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-130KClosed |
$2.45M - $2.68M
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-12KClosed |
$227K - $248K
|
0
$0
|
|
| Q4 2019 | |||||||
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.48KNew |
$30.3K - $30.5K
|
1.48K
$28K
|
|
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
147K+ 133.11% |
$3M - $3.03M
|
257K
$4.86M
|
|