Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
346KNew |
$6.33M - $6.44M
|
346K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91.8K+ 14.85% |
$1.68M - $1.71M
|
710K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.6K+ 71.89% |
$560K - $570K
|
73.2K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.6KNew |
$541K - $551K
|
29.6K
$558K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.3K+ 106.81% |
$518K - $527K
|
54.9K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$250K - $255K
|
13.7K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 8.25% |
$203K - $206K
|
146K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.39K+ 33.18% |
$153K - $156K
|
33.7K
$634K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.24KNew |
$114K - $116K
|
6.24K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06K+ 27.44% |
$92.5K - $94.2K
|
23.5K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.66K+ 2.09% |
$85.2K - $86.7K
|
228K
$4.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.54K+ 7.24% |
$82.9K - $84.4K
|
67.2K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.36K+ 11.41% |
$61.4K - $62.5K
|
32.8K
$618K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.31KNew |
$23.8K - $24.3K
|
1.31K
$24.6K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1KNew |
$18.3K - $18.6K
|
1K
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
919+ 1.42% |
$16.8K - $17.1K
|
65.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
843+ 6.94% |
$15.4K - $15.7K
|
13K
$245K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
608+ 39.48% |
$11.1K - $11.3K
|
2.15K
$40.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
325+ 3.43% |
$5.94K - $6.05K
|
9.8K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
256+ 2.09% |
$4.68K - $4.76K
|
12.5K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34+ 0.16% |
$621 - $632
|
21K
$395K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
24+ 0.16% |
$438 - $446
|
15.2K
$286K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
20+ 0.17% |
$365 - $372
|
11.6K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.24% |
$18.3 - $18.6
|
420
$7.91K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-288- 99.31% |
$5.26K - $5.36K
|
2
$37.7
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-484- 10.33% |
$8.84K - $9K
|
4.2K
$79.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-545- 10.76% |
$9.96K - $10.1K
|
4.52K
$85.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-612- 4.61% |
$11.2K - $11.4K
|
12.7K
$238K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.3K- 1.17% |
$23.8K - $24.2K
|
110K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.35K- 9.03% |
$24.7K - $25.1K
|
13.6K
$256K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.54K- 3.24% |
$28.2K - $28.7K
|
46.1K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.63K- 13.06% |
$29.7K - $30.3K
|
10.8K
$204K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.16K- 8.61% |
$39.5K - $40.2K
|
22.9K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.49K- 73.09% |
$63.8K - $64.9K
|
1.29K
$24.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.69K- 2.59% |
$85.6K - $87.1K
|
176K
$3.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-4.78K- 46.32% |
$87.3K - $88.9K
|
5.54K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.08K- 20.51% |
$92.8K - $94.4K
|
19.7K
$370K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.5K- 19.5% |
$100K - $102K
|
22.7K
$427K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.44K- 31.65% |
$173K - $176K
|
20.4K
$384K
|
|
|
Nov 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-10K- 25.0% |
$183K - $186K
|
30K
$565K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.3K- 13.75% |
$279K - $285K
|
96K
$1.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18K- 27.23% |
$329K - $335K
|
48.2K
$907K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.5K- 27.72% |
$429K - $437K
|
61.3K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-49K- 79.7% |
$896K - $912K
|
12.5K
$235K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51K- 41.24% |
$932K - $949K
|
72.7K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 15.27% |
$2.14M - $2.18M
|
650K
$12.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143K- 81.33% |
$2.62M - $2.66M
|
32.9K
$619K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-155K- 27.13% |
$2.84M - $2.89M
|
417K
$7.86M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-209K- 37.56% |
$3.82M - $3.89M
|
347K
$6.54M
|