Latest Institutional Purchases of First Tr ETF Viii Low Duration (LDSF)
This list provides information on the latest institutional transactions involving First Tr ETF Viii Low Duration (LDSF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
327K+ 836.34% |
$6.1M - $6.3M
|
367K
$6.87M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
153KNew |
$2.85M - $2.94M
|
153K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
65.7K+ 14.71% |
$1.22M - $1.26M
|
512K
$9.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
40.6KNew |
$757K - $782K
|
40.6K
$762K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 23.99% |
$602K - $621K
|
167K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4K+ 3.94% |
$212K - $218K
|
300K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.3KNew |
$192K - $198K
|
10.3K
$193K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.79K+ 3.37% |
$182K - $188K
|
300K
$5.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.64KNew |
$142K - $147K
|
7.64K
$143K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.42K+ 10.62% |
$138K - $143K
|
77.3K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.81K+ 4.71% |
$70.9K - $73.2K
|
84.5K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.61K+ 253.79% |
$67.4K - $69.5K
|
5.04K
$94.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.86K+ 12.55% |
$34.6K - $35.7K
|
16.7K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
635+ 5.99% |
$11.8K - $12.2K
|
11.2K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 0.14% |
$1.7K - $1.75K
|
63K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80+ 66.67% |
$1.49K - $1.54K
|
200
$3.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$37.3 - $38.5
|
2
$37.5
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.13% |
$37.3 - $38.5
|
179
$3.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$291K - $296K
|
15.7K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 328.39% |
$270K - $275K
|
19K
$357K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$36.1K - $36.7K
|
1.95K
$36.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.6KNew |
$328K - $332K
|
17.6K
$330K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
146KNew |
$2.65M - $2.77M
|
146K
$2.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86KNew |
$33.6K - $35.1K
|
1.86K
$34.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.07KNew |
$19.3K - $20.1K
|
1.07K
$20K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
931New |
$16.9K - $17.6K
|
931
$17.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$18.1 - $18.9
|
1
$18.8
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1KNew |
$18.3K - $18.6K
|
1K
$18.8K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$2.95K - $3K
|
160
$3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.2K+ 1540.34% |
$886K - $904K
|
51.3K
$961K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.79K+ 35.4% |
$69.8K - $71.2K
|
14.5K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.42KNew |
$26.1K - $26.7K
|
1.42K
$26.6K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
107+ 0.71% |
$1.97K - $2.01K
|
15.2K
$285K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
26.2KNew |
$477K - $489K
|
26.2K
$492K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.05KNew |
$19.2K - $20K
|
1.05K
$19.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
113New |
$2.07K - $2.16K
|
113
$2.12K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$244K - $255K
|
13.1K
$246K
|
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.62K+ 24.12% |
$48.7K - $51K
|
13.5K
$253K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100New |
$1.86K - $1.95K
|
100
$1.88K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
15KNew |
$299K - $303K
|
15K
$281K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.2K+ 101.41% |
$468K - $471K
|
46.2K
$866K
|
|
| Q1 2021 | |||||||
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$505 - $513
|
25
$469
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
85.2KNew |
$1.68M - $1.74M
|
85.2K
$1.6M
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.69K+ 16.25% |
$33.2K - $34.4K
|
12.1K
$227K
|
|
| Q4 2019 | |||||||
|
Feb 06, 2020
Q4 2019
|
Keystone Financial Group
|
BUY
|
- |
147K+ 133.11% |
$3M - $3.03M
|
257K
$4.82M
|
|
|
May 19, 2020
Q4 2019
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.48KNew |
$30.3K - $30.5K
|
1.48K
$27.8K
|
|