Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
285K+ 27.88% |
$5.73M - $5.77M
|
1.31M
$24.5M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 147.63% |
$2.47M - $2.49M
|
206K
$3.86M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
113K+ 88.84% |
$2.27M - $2.29M
|
240K
$4.5M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
67.4K+ 9.57% |
$1.36M - $1.37M
|
772K
$14.5M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
60.6K+ 21.24% |
$1.22M - $1.23M
|
346K
$6.48M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.9K+ 17.49% |
$703K - $709K
|
235K
$4.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.7K+ 14.49% |
$679K - $684K
|
267K
$5M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8K+ 6.3% |
$599K - $604K
|
502K
$9.42M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
27.8K+ 24.17% |
$559K - $563K
|
143K
$2.67M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
23.2K+ 101.41% |
$468K - $471K
|
46.2K
$866K
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
15.4K+ 19.16% |
$311K - $313K
|
96K
$1.8M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 18.63% |
$297K - $299K
|
94K
$1.76M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.21K+ 3.89% |
$165K - $166K
|
219K
$4.11M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.81K+ 3.4% |
$157K - $158K
|
237K
$4.45M
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.9K+ 42.04% |
$119K - $120K
|
19.9K
$374K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
4.23K+ 2.09% |
$85.1K - $85.8K
|
207K
$3.88M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.61K+ 9.79% |
$72.6K - $73.2K
|
40.5K
$759K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.57K+ 9.04% |
$51.6K - $52.1K
|
31K
$581K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.4K+ 12.84% |
$28.2K - $28.4K
|
12.3K
$231K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
598+ 0.12% |
$12K - $12.1K
|
495K
$9.28M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 1.56% |
$10K - $10.1K
|
32.3K
$606K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
493+ 8.16% |
$9.92K - $10K
|
6.53K
$122K
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
347+ 2.59% |
$6.98K - $7.04K
|
13.8K
$258K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 0.28% |
$1.95K - $1.97K
|
35.3K
$663K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 4.44% |
$2.01K - $2.03K
|
2.15K
$40.3K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-131- 0.46% |
$2.64K - $2.66K
|
28.2K
$529K
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-400- 3.31% |
$8.05K - $8.11K
|
11.7K
$219K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-750Closed |
$15.1K - $15.2K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.29K- 2.77% |
$26K - $26.2K
|
45.5K
$852K
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-1.51K- 2.87% |
$30.4K - $30.7K
|
51.2K
$960K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.44KClosed |
$49.2K - $49.6K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.3K- 13.66% |
$66.4K - $66.9K
|
20.9K
$391K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.37KClosed |
$67.7K - $68.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.07K- 13.07% |
$81.8K - $82.5K
|
27.1K
$507K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5K- 19.94% |
$101K - $101K
|
20.1K
$377K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.37K- 20.71% |
$108K - $109K
|
20.5K
$385K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.67K- 18.53% |
$134K - $135K
|
29.3K
$550K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.53K- 2.2% |
$151K - $153K
|
335K
$6.28M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.53K- 2.2% |
$151K - $153K
|
335K
$6.28M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.6K- 33.58% |
$214K - $216K
|
21K
$395K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11K- 21.41% |
$222K - $224K
|
40.6K
$760K
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-11.6KClosed |
$234K - $236K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.8K- 10.45% |
$377K - $380K
|
161K
$3.01M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-36.5KClosed |
$735K - $741K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.9KClosed |
$1.37M - $1.38M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-139KClosed |
$2.8M - $2.83M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-203K- 83.77% |
$4.09M - $4.12M
|
39.4K
$738K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-239K- 94.18% |
$4.81M - $4.85M
|
14.8K
$277K
|