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 57 institutions that hold shares in the stock, with a total of 6 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,901
shares
|
$488,751
0.02% of portfolio
|
Q2 2020
Added 16.25%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
23,068
shares
|
$435,293
0.03% of portfolio
|
Q2 2024
Reduced 29.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,922
shares
|
$432,538
0.01% of portfolio
|
Q3 2021
Added 101.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
19,680
shares
|
$371,361
0.02% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,046
shares
|
$359,398
0.06% of portfolio
|
Q2 2024
Added 328.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
16,666
shares
|
$314,487
0.03% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
15,723
shares
|
$296,693
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
15,574
shares
|
$293,881
0.0% of portfolio
|
Q2 2024
Reduced 67.89%
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
14,989
shares
|
$282,842
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
14,821
shares
|
$279,672
0.0% of portfolio
|
Q2 2024
Reduced 82.28%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
13,738
shares
|
$259,236
0.02% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,461
shares
|
$235,139
0.02% of portfolio
|
Q3 2022
Reduced 7.37%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
11,939
shares
|
$225,288
0.0% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
10,957
shares
|
$206,758
0.0% of portfolio
|
Q2 2024
Reduced 19.57%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
10,595
shares
|
$199,927
0.0% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,410
shares
|
$196,436
0.01% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
7,000
shares
|
$132,090
0.02% of portfolio
|
Q4 2023
Reduced 69.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,818
shares
|
$109,785
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
4,940
shares
|
$93,217
0.0% of portfolio
|
Q3 2022
Reduced 46.1%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
4,520
shares
|
$85,292
0.01% of portfolio
|
Q3 2023
Reduced 10.76%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
2,922
shares
|
$55,138
0.03% of portfolio
|
Q2 2024
Reduced 44.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,200
shares
|
$41,514
0.0% of portfolio
|
Q2 2024
Reduced 15.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,424
shares
|
$26,870
0.0% of portfolio
|
Q2 2023
Added 137.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,285
shares
|
$24,247
0.0% of portfolio
|
Q3 2023
Reduced 73.09%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,048
shares
|
$19,775
0.0% of portfolio
|
Q3 2022
New holding
|