Purchases and Sales Made in Q1 2024 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 2024. 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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
85.1KNew |
$1.59M - $1.61M
|
85.1K
$1.59M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.4K+ 11.24% |
$791K - $801K
|
420K
$7.87M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.8KNew |
$724K - $733K
|
38.8K
$727K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.8K+ 281.01% |
$668K - $676K
|
48.5K
$909K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.6KNew |
$572K - $579K
|
30.6K
$574K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.4K+ 65.72% |
$493K - $499K
|
66.6K
$1.25M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.7K+ 68.95% |
$329K - $334K
|
43.3K
$811K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.6KNew |
$328K - $332K
|
17.6K
$330K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 25.66% |
$295K - $299K
|
77.4K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.8KNew |
$220K - $223K
|
11.8K
$221K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 16.19% |
$218K - $220K
|
83.7K
$1.57M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.89K+ 16.46% |
$185K - $187K
|
70K
$1.31M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.47K+ 1.78% |
$177K - $179K
|
542K
$10.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.7K+ 10.57% |
$144K - $145K
|
80.5K
$1.51M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.35K+ 14.98% |
$81.2K - $82.3K
|
33.4K
$626K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
756+ 13.64% |
$14.1K - $14.3K
|
6.3K
$118K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
331+ 0.53% |
$6.18K - $6.26K
|
63.3K
$1.19M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
176+ 0.54% |
$3.28K - $3.33K
|
32.6K
$611K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
170+ 1.66% |
$3.17K - $3.21K
|
10.4K
$195K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
74+ 0.4% |
$1.38K - $1.4K
|
18.8K
$352K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
50+ 1.96% |
$933 - $945
|
2.6K
$48.8K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28+ 0.24% |
$522 - $529
|
11.6K
$218K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$18.7 - $18.9
|
0
$0
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-478- 3.32% |
$8.92K - $9.03K
|
13.9K
$261K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-557- 4.03% |
$10.4K - $10.5K
|
13.3K
$249K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-694- 3.17% |
$13K - $13.1K
|
21.2K
$398K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-892- 88.23% |
$16.6K - $16.9K
|
119
$2.23K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.29K- 27.87% |
$24.1K - $24.4K
|
3.34K
$62.7K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.48K- 3.63% |
$65K - $65.8K
|
92.4K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.18K- 23.48% |
$78K - $79K
|
13.6K
$255K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4.45K- 50.0% |
$83K - $84K
|
4.45K
$83.4K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.5K- 18.8% |
$84K - $85.1K
|
19.4K
$364K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.17K- 4.13% |
$96.5K - $97.7K
|
120K
$2.25M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-5.37K- 50.71% |
$100K - $102K
|
5.22K
$97.9K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.75K- 7.15% |
$145K - $146K
|
101K
$1.89M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20.1K- 34.07% |
$376K - $381K
|
39K
$731K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-20.7K- 36.68% |
$387K - $392K
|
35.8K
$671K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-21.8K- 9.54% |
$407K - $412K
|
207K
$3.87M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32K- 45.44% |
$597K - $605K
|
38.4K
$720K
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-32.9K- 7.92% |
$613K - $621K
|
382K
$7.16M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63.5K- 13.15% |
$1.19M - $1.2M
|
420K
$7.87M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-70K- 19.77% |
$1.31M - $1.32M
|
284K
$5.32M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-70.5K- 19.96% |
$1.32M - $1.33M
|
283K
$5.3M
|