Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
853KNew |
$15.9M - $16.6M
|
853K
$16.1M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
435KNew |
$8.09M - $8.48M
|
435K
$8.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
222K+ 341.92% |
$4.13M - $4.33M
|
287K
$5.41M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
87.8K+ 233.07% |
$1.63M - $1.71M
|
125K
$2.36M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.2K+ 10.34% |
$970K - $1.02M
|
557K
$10.5M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37KNew |
$687K - $720K
|
37K
$696K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$244K - $255K
|
13.1K
$247K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.1KNew |
$207K - $217K
|
11.1K
$209K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.52K+ 65.44% |
$140K - $146K
|
19K
$358K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
5.1K+ 344.13% |
$94.8K - $99.3K
|
6.58K
$124K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.33K+ 17.78% |
$80.4K - $84.3K
|
28.7K
$540K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.06K+ 0.8% |
$75.4K - $79K
|
511K
$9.62M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.62K+ 24.36% |
$67.3K - $70.5K
|
18.5K
$348K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
3.54KNew |
$65.8K - $69K
|
3.54K
$66.7K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.37K+ 18.03% |
$62.7K - $65.7K
|
22.1K
$416K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.21K+ 635.64% |
$59.6K - $62.5K
|
3.72K
$70K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.76K+ 5.97% |
$51.3K - $53.8K
|
49K
$922K
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.62K+ 24.12% |
$48.7K - $51K
|
13.5K
$254K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 191.67% |
$45.8K - $48K
|
3.75K
$70.6K
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.42KNew |
$26.4K - $27.7K
|
1.42K
$26.7K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
817+ 0.37% |
$15.2K - $15.9K
|
223K
$4.2M
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 12.9% |
$7.43K - $7.79K
|
3.5K
$65.9K
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
BUY
|
- |
399+ 3.9% |
$7.41K - $7.77K
|
10.6K
$200K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
291New |
$5.41K - $5.67K
|
291
$5.48K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
100New |
$1.86K - $1.95K
|
100
$1.88K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17+ 0.07% |
$316 - $331
|
25.9K
$488K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.06% |
$223 - $234
|
19.8K
$372K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
7+ 0.05% |
$130 - $136
|
13.5K
$253K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.07% |
$18.6 - $19.5
|
1.49K
$28.1K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-128- 1.14% |
$2.38K - $2.49K
|
11.1K
$210K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-700Closed |
$13K - $13.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-849- 2.4% |
$15.8K - $16.5K
|
34.6K
$651K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-982- 3.92% |
$18.2K - $19.1K
|
24K
$453K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.61K- 57.05% |
$29.9K - $31.3K
|
1.21K
$22.8K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.1K- 3.56% |
$38.9K - $40.8K
|
56.8K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.1K- 3.56% |
$38.9K - $40.8K
|
56.8K
$1.07M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-2.35K- 4.55% |
$43.7K - $45.8K
|
49.4K
$930K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.03K- 7.88% |
$56.2K - $58.9K
|
35.4K
$666K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.93K- 5.71% |
$73K - $76.5K
|
64.8K
$1.22M
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.61K- 19.28% |
$85.7K - $89.9K
|
19.3K
$364K
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-5.87K- 14.88% |
$109K - $114K
|
33.6K
$632K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11K- 12.48% |
$205K - $215K
|
77.2K
$1.45M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.1K- 26.46% |
$225K - $236K
|
33.7K
$634K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.3KClosed |
$228K - $239K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-16.5KClosed |
$306K - $321K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.7K- 63.63% |
$348K - $365K
|
10.7K
$201K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.6K- 25.95% |
$476K - $499K
|
73.1K
$1.38M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 14.16% |
$508K - $533K
|
166K
$3.12M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.1K- 3.16% |
$521K - $547K
|
859K
$16.2M
|