Purchases and Sales Made in Q1 2025 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 2025. 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 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
35.9K+ 20.16% |
$671K - $680K
|
214K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.59K+ 9.3% |
$142K - $144K
|
89.1K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3.64K+ 20.18% |
$68K - $68.9K
|
21.7K
$409K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.4K+ 1.03% |
$26.2K - $26.5K
|
138K
$2.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
421+ 1.07% |
$7.86K - $7.97K
|
39.7K
$748K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.18% |
$411 - $417
|
12.3K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-18- 0.14% |
$336 - $341
|
12.6K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97- 0.25% |
$1.81K - $1.84K
|
39.2K
$740K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-200- 3.44% |
$3.74K - $3.79K
|
5.62K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-285- 2.01% |
$5.32K - $5.4K
|
13.9K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-701- 6.0% |
$13.1K - $13.3K
|
11K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 55.56% |
$18.7K - $18.9K
|
800
$15.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 10.14% |
$43.2K - $43.8K
|
20.5K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
SELL
|
- |
-9.78K- 3.11% |
$183K - $185K
|
305K
$5.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11.1K- 3.71% |
$207K - $210K
|
287K
$5.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11.5K- 3.86% |
$215K - $218K
|
287K
$5.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 21.34% |
$532K - $539K
|
105K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.7K- 38.71% |
$910K - $922K
|
77.1K
$1.45M
|