Institutional Ownership First Tr ETF Viii Low Duration (LDSF)
This table provides information about the institutional ownership of First Tr ETF Viii Low Duration (LDSF). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
31,205
shares
|
$587,278
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
30,000
shares
|
$564,600
0.25% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
26,245
shares
|
$493,930
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,901
shares
|
$487,456
0.02% of portfolio
|
Q2 2020
Added 16.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
25,549
shares
|
$480,832
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
22,791
shares
|
$428,926
0.0% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
20,025
shares
|
$376,870
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,046
shares
|
$358,445
0.06% of portfolio
|
Q2 2024
Added 328.39%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
18,039
shares
|
$339,493
0.03% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
17,294
shares
|
$325,473
0.0% of portfolio
|
Q4 2024
Reduced 75.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,692
shares
|
$314,143
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
14,989
shares
|
$282,092
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,821
shares
|
$278,931
0.0% of portfolio
|
Q2 2024
Reduced 82.28%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
14,192
shares
|
$267,093
0.01% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
12,659
shares
|
$238,242
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,461
shares
|
$234,516
0.02% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,310
shares
|
$231,674
0.02% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,675
shares
|
$219,723
0.06% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,373
shares
|
$214,039
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,821
shares
|
$109,551
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,079
shares
|
$95,586
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,940
shares
|
$92,970
0.0% of portfolio
|
Q3 2022
Reduced 46.1%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,067
shares
|
$76,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,540
shares
|
$66,622
0.01% of portfolio
|
Q3 2024
Reduced 21.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,922
shares
|
$54,992
0.02% of portfolio
|
Q2 2024
Reduced 44.06%
|