Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
643KNew |
$12.1M - $12.3M
|
643K
$12.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
314KNew |
$5.89M - $6.03M
|
314K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
232KNew |
$4.36M - $4.46M
|
232K
$4.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
145KNew |
$2.72M - $2.79M
|
145K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
138K+ 342.92% |
$2.59M - $2.65M
|
178K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
137KNew |
$2.56M - $2.62M
|
137K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 15.69% |
$911K - $932K
|
358K
$6.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25.5KNew |
$479K - $490K
|
25.5K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 3.41% |
$337K - $345K
|
546K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.7KNew |
$313K - $320K
|
16.7K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
12.7KNew |
$237K - $243K
|
12.7K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11K+ 31.91% |
$206K - $211K
|
45.5K
$858K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.22K+ 4.72% |
$135K - $138K
|
160K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.24K+ 9.89% |
$117K - $120K
|
69.3K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.07KNew |
$76.2K - $78K
|
4.07K
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.69KNew |
$31.6K - $32.4K
|
1.69K
$31.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.37K+ 8.24% |
$25.7K - $26.3K
|
18K
$340K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
458+ 1.49% |
$8.58K - $8.78K
|
31.2K
$588K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
410New |
$7.68K - $7.86K
|
410
$7.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
345+ 1.75% |
$6.47K - $6.62K
|
20K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
143+ 1.27% |
$2.68K - $2.74K
|
11.4K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
41+ 0.81% |
$768 - $786
|
5.08K
$95.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.05% |
$56.2 - $57.5
|
5.82K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 1.12% |
$37.5 - $38.4
|
181
$3.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$18.7 - $19.2
|
1
$18.9
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-129- 0.39% |
$2.42K - $2.47K
|
32.9K
$619K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-373- 0.94% |
$6.99K - $7.15K
|
39.3K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 18.18% |
$7.5K - $7.67K
|
1.8K
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 8.03% |
$19.1K - $19.6K
|
11.7K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.25K- 0.42% |
$23.4K - $24K
|
299K
$5.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.39K- 3.42% |
$26K - $26.6K
|
39.2K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.43K- 10.39% |
$26.8K - $27.4K
|
12.3K
$232K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 0.59% |
$33.3K - $34.1K
|
298K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.98K- 0.57% |
$74.6K - $76.4K
|
699K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.15K- 2.49% |
$77.7K - $79.5K
|
163K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.43K- 23.78% |
$83K - $84.9K
|
14.2K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.88K- 6.73% |
$110K - $113K
|
81.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.04K- 4.58% |
$113K - $116K
|
126K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.66K- 83.99% |
$162K - $166K
|
1.65K
$31.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.3K- 35.01% |
$230K - $236K
|
22.8K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 18.0% |
$285K - $292K
|
69.3K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21KClosed |
$394K - $404K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.6K- 75.62% |
$1.01M - $1.03M
|
17.3K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-233K- 63.61% |
$4.37M - $4.47M
|
133K
$2.51M
|