Purchases and Sales Made in Q3 2024 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 2024. 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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
327K+ 836.34% |
$6.1M - $6.3M
|
367K
$6.9M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
153KNew |
$2.85M - $2.94M
|
153K
$2.88M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
65.7K+ 14.71% |
$1.22M - $1.26M
|
512K
$9.64M
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
40.6KNew |
$757K - $782K
|
40.6K
$765K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.3K+ 23.99% |
$602K - $621K
|
167K
$3.14M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4K+ 3.94% |
$212K - $218K
|
300K
$5.65M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.3KNew |
$192K - $198K
|
10.3K
$194K
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.79K+ 3.37% |
$182K - $188K
|
300K
$5.65M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.64KNew |
$142K - $147K
|
7.64K
$144K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.42K+ 10.62% |
$138K - $143K
|
77.3K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.81K+ 4.71% |
$70.9K - $73.2K
|
84.5K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.61K+ 253.79% |
$67.4K - $69.5K
|
5.04K
$94.9K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.86K+ 12.55% |
$34.6K - $35.7K
|
16.7K
$314K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
635+ 5.99% |
$11.8K - $12.2K
|
11.2K
$211K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
91+ 0.14% |
$1.7K - $1.75K
|
63K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
80+ 66.67% |
$1.49K - $1.54K
|
200
$3.77K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.13% |
$37.3 - $38.5
|
179
$3.37K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2New |
$37.3 - $38.5
|
2
$37.7
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-54- 0.45% |
$1.01K - $1.04K
|
11.9K
$224K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-79- 0.4% |
$1.47K - $1.52K
|
19.7K
$371K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88- 0.27% |
$1.64K - $1.69K
|
33K
$621K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-93- 1.57% |
$1.73K - $1.79K
|
5.82K
$110K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-225- 1.61% |
$4.19K - $4.33K
|
13.7K
$259K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-643- 1.59% |
$12K - $12.4K
|
39.7K
$748K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-980- 21.68% |
$18.3K - $18.9K
|
3.54K
$66.7K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.86K- 11.14% |
$71.9K - $74.2K
|
30.7K
$579K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.45K- 19.28% |
$82.9K - $85.6K
|
18.6K
$351K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.08K- 32.59% |
$94.6K - $97.7K
|
10.5K
$198K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.61K- 4.08% |
$105K - $108K
|
132K
$2.48M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-9.86K- 10.14% |
$184K - $190K
|
87.4K
$1.65M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.9K- 17.16% |
$240K - $248K
|
62.2K
$1.17M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.6K- 39.24% |
$422K - $436K
|
35.1K
$660K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.3K- 34.48% |
$696K - $718K
|
70.9K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.2K- 7.09% |
$750K - $774K
|
528K
$9.94M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-49.5K- 79.58% |
$922K - $952K
|
12.7K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.7K- 17.94% |
$1.26M - $1.3M
|
310K
$5.83M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-72.8K- 67.84% |
$1.36M - $1.4M
|
34.5K
$650K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.7M- 70.76% |
$31.7M - $32.8M
|
703K
$13.2M
|