Latest Institutional Transactions on First Tr ETF Viii Low Duration (LDSF)
This table provides information on the latest institutional transactions involving First Tr ETF Viii Low Duration (LDSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-980- 21.68% |
$18.3K - $18.9K
|
3.54K
$66.7K
|
|
|
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
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
65.7K+ 14.71% |
$1.22M - $1.26M
|
512K
$9.65M
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.67K- 19.57% |
$49.3K - $50.1K
|
11K
$206K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-2.3K- 44.06% |
$42.6K - $43.3K
|
2.92K
$55.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-68.8K- 82.28% |
$1.27M - $1.29M
|
14.8K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.2K- 57.37% |
$206K - $210K
|
8.29K
$156K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.95KNew |
$36.1K - $36.7K
|
1.95K
$36.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 328.39% |
$270K - $275K
|
19K
$359K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.23K- 10.55% |
$22.7K - $23.1K
|
10.4K
$196K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.35K- 70.2% |
$43.4K - $44.1K
|
996
$18.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-694- 3.17% |
$13K - $13.1K
|
21.2K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.6KNew |
$328K - $332K
|
17.6K
$331K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-95- 0.76% |
$1.72K - $1.8K
|
12.4K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
146KNew |
$2.65M - $2.77M
|
146K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.8K- 20.55% |
$50.7K - $52.9K
|
10.8K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.86KNew |
$33.6K - $35.1K
|
1.86K
$35K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
931New |
$16.9K - $17.6K
|
931
$17.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.07KNew |
$19.3K - $20.1K
|
1.07K
$20.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.86K- 90.42% |
$160K - $167K
|
938
$17.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1New |
$18.1 - $18.9
|
1
$18.8
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-575- 44.06% |
$10.4K - $10.9K
|
730
$13.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15.7K- 69.16% |
$284K - $297K
|
7K
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.97K- 19.47% |
$71.9K - $75K
|
16.4K
$309K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1KNew |
$18.3K - $18.6K
|
1K
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.63K- 13.06% |
$29.7K - $30.3K
|
10.8K
$204K
|
|
|
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 02, 2023
Q3 2023
|
1776 Wealth LLC
|
SELL
|
- |
-10K- 25.0% |
$183K - $186K
|
30K
$565K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-288- 99.31% |
$5.26K - $5.36K
|
2
$37.7
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-805- 4.45% |
$14.8K - $15.1K
|
17.3K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$2.95K - $3K
|
160
$3.01K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.43K- 10.67% |
$81.7K - $83K
|
37.1K
$699K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.14K- 5.91% |
$20.9K - $21.3K
|
18.1K
$341K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.2K+ 1540.34% |
$886K - $904K
|
51.3K
$966K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.13K- 51.47% |
$113K - $115K
|
5.78K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-343- 3.08% |
$6.31K - $6.44K
|
10.8K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.42KNew |
$26.1K - $26.7K
|
1.42K
$26.8K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.79K+ 35.4% |
$69.8K - $71.2K
|
14.5K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
107+ 0.71% |
$1.97K - $2.01K
|
15.2K
$286K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1KClosed |
$203K - $208K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
26.2KNew |
$477K - $489K
|
26.2K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 55.26% |
$443K - $454K
|
19.7K
$372K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.23K- 2.96% |
$22.3K - $22.8K
|
40.2K
$756K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.23K- 46.1% |
$77.5K - $80.7K
|
4.94K
$93.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.05KNew |
$19.2K - $20K
|
1.05K
$19.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-992- 7.37% |
$18.2K - $18.9K
|
12.5K
$235K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
113New |
$2.07K - $2.16K
|
113
$2.13K
|
|
| Q2 2022 | |||||||
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-221KClosed |
$4.1M - $4.3M
|
0
$0
|
|