Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
312K+ 881.42% |
$5.72M - $5.95M
|
347K
$6.51M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
88K+ 10.4% |
$1.61M - $1.68M
|
935K
$17.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
81.2K+ 9.45% |
$1.49M - $1.55M
|
940K
$17.6M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
56.2K+ 12.91% |
$1.03M - $1.07M
|
492K
$9.22M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.7K+ 91.05% |
$949K - $988K
|
109K
$2.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51.7K+ 91.05% |
$949K - $988K
|
109K
$2.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31.9K+ 17.47% |
$586K - $610K
|
215K
$4.03M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.9KNew |
$475K - $494K
|
25.9K
$486K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.6KNew |
$432K - $450K
|
23.6K
$442K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
13.6K+ 71.34% |
$249K - $259K
|
32.6K
$610K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11K+ 59.62% |
$202K - $210K
|
29.5K
$553K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 43.73% |
$193K - $201K
|
34.6K
$648K
|
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
7.8K+ 23.23% |
$143K - $149K
|
41.4K
$776K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.65K+ 204.03% |
$140K - $146K
|
11.4K
$214K
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
4.56K+ 42.94% |
$83.6K - $87.1K
|
15.2K
$285K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03KNew |
$37.2K - $38.8K
|
2.03K
$38.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.53K+ 43.08% |
$28K - $29.1K
|
5.07K
$95K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 0.68% |
$20.6K - $21.4K
|
167K
$3.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.05KNew |
$19.2K - $20K
|
1.05K
$19.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
821+ 22.1% |
$15.1K - $15.7K
|
4.54K
$85.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
231+ 1.05% |
$4.24K - $4.41K
|
22.3K
$418K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
113New |
$2.07K - $2.16K
|
113
$2.12K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15+ 0.13% |
$275 - $286
|
11.1K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$18.3 - $19.1
|
1.49K
$28K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-51- 0.02% |
$935 - $974
|
223K
$4.18M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-83- 0.42% |
$1.52K - $1.58K
|
19.7K
$369K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 0.19% |
$1.74K - $1.81K
|
49.3K
$924K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-787- 2.75% |
$14.4K - $15K
|
27.9K
$522K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-992- 7.37% |
$18.2K - $18.9K
|
12.5K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.65K- 4.77% |
$30.3K - $31.5K
|
32.9K
$617K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.17K- 4.89% |
$58.1K - $60.5K
|
61.7K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.26K- 1.34% |
$59.7K - $62.1K
|
239K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.23K- 46.1% |
$77.5K - $80.7K
|
4.94K
$92.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.12K- 77.85% |
$94K - $97.8K
|
1.46K
$27.3K
|
|
|
Oct 05, 2022
Q3 2022
|
Edge Rock Capital LLC
|
SELL
|
- |
-6.63K- 0.78% |
$122K - $126K
|
847K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.23K- 19.55% |
$133K - $138K
|
29.7K
$558K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 2.12% |
$217K - $226K
|
545K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-14.6K- 11.49% |
$267K - $278K
|
112K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 33.32% |
$269K - $280K
|
29.4K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17K- 34.68% |
$312K - $324K
|
32K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19K- 11.48% |
$349K - $364K
|
147K
$2.75M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.1K- 34.36% |
$423K - $441K
|
44.1K
$827K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-24.6K- 44.92% |
$450K - $469K
|
30.1K
$565K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-46K- 62.98% |
$844K - $879K
|
27.1K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.2K- 66.33% |
$940K - $978K
|
26K
$488K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.2K- 66.33% |
$940K - $978K
|
26K
$488K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-77.3K- 5.46% |
$1.42M - $1.48M
|
1.34M
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-182K- 85.01% |
$3.34M - $3.48M
|
32.1K
$602K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-253K- 18.93% |
$4.63M - $4.82M
|
1.08M
$20.3M
|