Institutional Ownership First Tr ETF Viii Low Duration (LDSF)
This table provides information about the institutional ownership of First Tr ETF Viii Low Duration (LDSF). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 4.5 Million shares, which have been reported (via 13F filing form) to have a value of $84.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,901
shares
|
$487,715
0.02% of portfolio
|
Q2 2020
Added 16.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,922
shares
|
$431,621
0.01% of portfolio
|
Q3 2021
Added 101.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
19,680
shares
|
$370,574
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,046
shares
|
$358,636
0.06% of portfolio
|
Q2 2024
Added 328.39%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
18,620
shares
|
$350,614
0.02% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
16,666
shares
|
$313,820
0.03% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
14,989
shares
|
$282,242
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
14,821
shares
|
$279,079
0.0% of portfolio
|
Q2 2024
Reduced 82.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,738
shares
|
$258,686
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
12,695
shares
|
$239,046
0.07% of portfolio
|
Q3 2024
Reduced 79.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,461
shares
|
$234,640
0.02% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
11,885
shares
|
$223,794
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,230
shares
|
$211,460
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,498
shares
|
$197,677
0.0% of portfolio
|
Q3 2024
Reduced 32.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,316
shares
|
$194,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
7,640
shares
|
$143,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$131,810
0.02% of portfolio
|
Q4 2023
Reduced 69.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,818
shares
|
$109,552
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,038
shares
|
$94,865
0.0% of portfolio
|
Q3 2024
Added 253.79%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,940
shares
|
$93,020
0.0% of portfolio
|
Q3 2022
Reduced 46.1%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,540
shares
|
$66,658
0.01% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,922
shares
|
$55,021
0.02% of portfolio
|
Q2 2024
Reduced 44.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,200
shares
|
$41,425
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,285
shares
|
$24,196
0.0% of portfolio
|
Q3 2023
Reduced 73.09%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,048
shares
|
$19,733
0.0% of portfolio
|
Q3 2022
New holding
|