Purchases and Sales Made in Q2 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 Q2 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
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
130K+ 29.4% |
$2.4M - $2.44M
|
573K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
127K+ 237.18% |
$2.35M - $2.39M
|
181K
$3.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.1K+ 159.38% |
$961K - $977K
|
84.8K
$1.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37.2K+ 7.16% |
$686K - $697K
|
556K
$10.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
20.9KNew |
$386K - $392K
|
20.9K
$395K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
15.3K+ 104.97% |
$282K - $286K
|
29.8K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.9K+ 48.56% |
$257K - $261K
|
42.6K
$804K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.63K+ 61.44% |
$178K - $180K
|
25.3K
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.71K+ 42.03% |
$161K - $163K
|
29.4K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.76K+ 0.78% |
$87.7K - $89.2K
|
618K
$11.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.62K+ 61.94% |
$66.8K - $67.9K
|
9.47K
$179K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.54K+ 11.45% |
$46.9K - $47.6K
|
24.7K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 1.6% |
$39K - $39.6K
|
135K
$2.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2.1K+ 20.94% |
$38.8K - $39.4K
|
12.1K
$229K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.66K+ 2.63% |
$30.7K - $31.2K
|
64.8K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.23K+ 400.0% |
$22.7K - $23.1K
|
1.54K
$29.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
824+ 137.33% |
$15.2K - $15.4K
|
1.42K
$26.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
420+ 42000.0% |
$7.74K - $7.87K
|
421
$7.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
309+ 1.7% |
$5.7K - $5.79K
|
18.4K
$348K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
290New |
$5.35K - $5.43K
|
290
$5.47K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 3.67% |
$3.06K - $3.11K
|
4.68K
$88.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
160New |
$2.95K - $3K
|
160
$3.02K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-112- 0.91% |
$2.07K - $2.1K
|
12.2K
$231K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-374- 7.26% |
$6.9K - $7.01K
|
4.78K
$90.1K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-805- 4.45% |
$14.8K - $15.1K
|
17.3K
$326K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.14K- 5.91% |
$20.9K - $21.3K
|
18.1K
$341K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.15K- 7.11% |
$21.1K - $21.5K
|
15K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.71K- 0.76% |
$31.5K - $32K
|
223K
$4.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.94K- 12.76% |
$35.8K - $36.4K
|
13.3K
$251K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.81K- 19.56% |
$51.9K - $52.7K
|
11.6K
$218K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.97K- 5.87% |
$54.8K - $55.7K
|
47.6K
$899K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.06K- 6.08% |
$74.8K - $76K
|
62.7K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.12K- 21.37% |
$76K - $77.2K
|
15.2K
$286K
|
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4.43K- 10.67% |
$81.7K - $83K
|
37.1K
$700K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.5K- 16.32% |
$101K - $103K
|
28.2K
$532K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-10.5K- 8.57% |
$193K - $196K
|
111K
$2.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.5K- 23.15% |
$618K - $628K
|
111K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-34.9K- 77.21% |
$644K - $655K
|
10.3K
$195K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.8K- 24.33% |
$733K - $745K
|
124K
$2.33M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-44.4K- 62.6% |
$819K - $832K
|
26.5K
$501K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-51.8K- 7.41% |
$955K - $971K
|
647K
$12.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78.4K- 54.22% |
$1.45M - $1.47M
|
66.2K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151K- 16.44% |
$2.78M - $2.83M
|
767K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-630K- 78.14% |
$11.6M - $11.8M
|
176K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-648K- 91.33% |
$12M - $12.1M
|
61.5K
$1.16M
|