Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
451KNew |
$8.17M - $8.53M
|
451K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
146KNew |
$2.65M - $2.77M
|
146K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5KNew |
$1.02M - $1.07M
|
56.5K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 104.23% |
$371K - $388K
|
40.2K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.2K+ 52.58% |
$312K - $326K
|
50.1K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.7KNew |
$248K - $259K
|
13.7K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10.6KNew |
$192K - $200K
|
10.6K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.77K+ 1.95% |
$123K - $128K
|
353K
$6.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.72K+ 1.94% |
$122K - $127K
|
354K
$6.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$35.3K - $36.8K
|
1.95K
$36.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86KNew |
$33.6K - $35.1K
|
1.86K
$34.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.07KNew |
$19.3K - $20.1K
|
1.07K
$20.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.01KNew |
$18.3K - $19.1K
|
1.01K
$19K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
931New |
$16.9K - $17.6K
|
931
$17.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
839+ 6.46% |
$15.2K - $15.9K
|
13.8K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
759+ 0.33% |
$13.7K - $14.3K
|
228K
$4.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
267+ 2.11% |
$4.84K - $5.05K
|
12.9K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
109+ 0.15% |
$1.97K - $2.06K
|
72.8K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.13% |
$272 - $284
|
11.6K
$218K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
7+ 0.13% |
$127 - $132
|
5.54K
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$18.1 - $18.9
|
1
$18.8
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-95- 0.76% |
$1.72K - $1.8K
|
12.4K
$233K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-103- 0.11% |
$1.87K - $1.95K
|
95.9K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-200- 1.46% |
$3.62K - $3.78K
|
13.5K
$254K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-419- 99.76% |
$7.59K - $7.92K
|
1
$18.8
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-560- 1.89% |
$10.1K - $10.6K
|
29.1K
$547K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-575- 44.06% |
$10.4K - $10.9K
|
730
$13.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-773- 5.09% |
$14K - $14.6K
|
14.4K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.23K- 1.67% |
$22.2K - $23.2K
|
72K
$1.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.61K- 25.77% |
$29.1K - $30.4K
|
4.63K
$87.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.61K- 6.86% |
$29.2K - $30.5K
|
21.9K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.65K- 39.29% |
$29.9K - $31.2K
|
2.55K
$48K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.8K- 83.75% |
$32.6K - $34K
|
349
$6.56K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.82K- 1.65% |
$33K - $34.4K
|
108K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.15K- 3.51% |
$39K - $40.7K
|
59.1K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.24K- 17.94% |
$40.6K - $42.3K
|
10.2K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.25K- 10.71% |
$40.7K - $42.4K
|
18.7K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.8K- 20.55% |
$50.7K - $52.9K
|
10.8K
$203K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.82K- 0.67% |
$51K - $53.2K
|
415K
$7.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.97K- 19.47% |
$71.9K - $75K
|
16.4K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.61K- 8.34% |
$102K - $106K
|
61.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.67K- 8.62% |
$103K - $107K
|
60.1K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.86K- 90.42% |
$160K - $167K
|
938
$17.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-13.7K- 29.69% |
$248K - $259K
|
32.4K
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 45.87% |
$273K - $285K
|
17.8K
$335K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15.7K- 69.16% |
$284K - $297K
|
7K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.5K- 14.06% |
$371K - $387K
|
125K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21K- 62.21% |
$380K - $396K
|
12.7K
$239K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.6K- 46.84% |
$409K - $426K
|
25.6K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-106K- 60.06% |
$1.92M - $2M
|
70.4K
$1.32M
|