Purchases and Sales Made in Q1 2021 in First Tr ETF Viii Low Duration (LDSF)
This table provides information about the institutional ownership of First Tr ETF Viii Low Duration (LDSF) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TR ETF VIII LOW DURATION.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
648KNew |
$13.1M - $13.3M
|
648K
$12.4M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
202KNew |
$4.08M - $4.15M
|
202K
$3.85M
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157K+ 16.7% |
$3.17M - $3.22M
|
1.1M
$20.9M
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157K+ 16.7% |
$3.17M - $3.22M
|
1.1M
$20.9M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
146K+ 650.56% |
$2.96M - $3.01M
|
169K
$3.22M
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
86.9KNew |
$1.75M - $1.78M
|
86.9K
$1.66M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
86.5K+ 42.48% |
$1.75M - $1.78M
|
290K
$5.53M
|
|
Apr 20, 2021
Q1 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
81.5K+ 67.19% |
$1.65M - $1.67M
|
203K
$3.87M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.9K+ 29.32% |
$1.39M - $1.42M
|
304K
$5.8M
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
66.5K+ 25.87% |
$1.34M - $1.37M
|
324K
$6.17M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
52.3K+ 45.68% |
$1.06M - $1.07M
|
167K
$3.18M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.7KNew |
$944K - $959K
|
46.7K
$890K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
38.5K+ 199.05% |
$779K - $791K
|
57.9K
$1.1M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.2KNew |
$691K - $702K
|
34.2K
$652K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.9K+ 15.97% |
$643K - $654K
|
231K
$4.41M
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
30K+ 10.55% |
$606K - $615K
|
314K
$5.99M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 88.14% |
$366K - $372K
|
38.6K
$737K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
15KNew |
$303K - $308K
|
15K
$286K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.1K+ 9.32% |
$264K - $269K
|
154K
$2.93M
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
12.3K+ 351.31% |
$249K - $253K
|
15.8K
$301K
|
|
Apr 19, 2021
Q1 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.6K+ 75.62% |
$234K - $238K
|
26.9K
$512K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 34.65% |
$207K - $211K
|
39.9K
$760K
|
|
May 10, 2021
Q1 2021
|
1776 Wealth LLC
|
BUY
|
- |
7.53K+ 16.66% |
$152K - $154K
|
52.7K
$1M
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.64K+ 17.49% |
$93.8K - $95.3K
|
31.2K
$594K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.55K+ 1418.8% |
$71.6K - $72.8K
|
3.8K
$72.4K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.54K+ 64.0% |
$71.5K - $72.7K
|
9.07K
$173K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.07K+ 21.41% |
$21.5K - $21.9K
|
6.04K
$115K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1KNew |
$20.2K - $20.5K
|
1K
$19.1K
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750New |
$15.2K - $15.4K
|
750
$14.3K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
638+ 0.57% |
$12.9K - $13.1K
|
112K
$2.13M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250New |
$5.05K - $5.13K
|
250
$4.77K
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
250+ 11.9% |
$5.05K - $5.13K
|
2.35K
$44.8K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
35+ 0.12% |
$707 - $719
|
28.8K
$549K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
25New |
$505 - $513
|
25
$476
|
|
May 13, 2021
Q1 2021
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-186- 0.74% |
$3.76K - $3.82K
|
24.8K
$473K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.52KClosed |
$30.7K - $31.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.94K- 13.88% |
$59.4K - $60.4K
|
18.2K
$348K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.24K- 1.66% |
$65.4K - $66.5K
|
192K
$3.67M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.37KClosed |
$68K - $69.1K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
SELL
|
- |
-4.34K- 8.75% |
$87.7K - $89.2K
|
45.3K
$863K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.7K- 3.55% |
$95K - $96.6K
|
128K
$2.44M
|
|
Apr 19, 2021
Q1 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-4.81K- 16.09% |
$97.2K - $98.8K
|
25.1K
$478K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 12.0% |
$102K - $104K
|
37.2K
$709K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.66K- 14.43% |
$135K - $137K
|
39.5K
$753K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.71K- 14.87% |
$196K - $199K
|
55.6K
$1.06M
|
|
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
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-12.4K- 47.77% |
$250K - $254K
|
13.5K
$258K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 28.06% |
$356K - $362K
|
45.2K
$861K
|