Purchases and Sales Made in Q1 2023 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-737- 4.12% |
$64.3K - $72K
|
17.1K
$2.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-751- 4.69% |
$65.5K - $73.3K
|
15.3K
$1.84M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-887- 6.87% |
$77.3K - $86.6K
|
12K
$1.45M
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-990- 26.23% |
$86.3K - $96.7K
|
2.79K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1K- 8.0% |
$87.5K - $98K
|
11.5K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.16K- 14.55% |
$101K - $113K
|
6.81K
$822K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.2K- 7.83% |
$105K - $117K
|
14.1K
$1.7M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.24K- 90.62% |
$108K - $121K
|
128
$15.5K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 29.45% |
$126K - $141K
|
3.46K
$418K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.49K- 23.43% |
$130K - $145K
|
4.87K
$588K
|
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.72K- 8.62% |
$150K - $168K
|
18.3K
$2.21M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.88K- 17.92% |
$164K - $184K
|
8.63K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.05K- 6.18% |
$265K - $297K
|
46.2K
$5.58M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.11K- 1.63% |
$271K - $304K
|
188K
$22.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.61K- 27.38% |
$315K - $353K
|
9.58K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.63K- 10.47% |
$317K - $355K
|
31.1K
$3.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.69K- 49.19% |
$322K - $361K
|
3.81K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.75K- 97.45% |
$327K - $366K
|
98
$11.8K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.38K- 5.01% |
$382K - $428K
|
83K
$10M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.11K- 33.44% |
$533K - $597K
|
12.2K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.27K- 2.9% |
$546K - $612K
|
210K
$25.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.9K- 22.97% |
$689K - $772K
|
26.5K
$3.2M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8.33K- 80.0% |
$726K - $813K
|
2.08K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.2K- 23.44% |
$979K - $1.1M
|
36.7K
$4.43M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 86.18% |
$1.47M - $1.65M
|
2.71K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57.6K- 83.07% |
$5.02M - $5.63M
|
11.7K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-134K- 88.89% |
$11.7M - $13.1M
|
16.8K
$2.03M
|