Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
190+ 6.13% |
$16.2K - $20K
|
3.29K
$397K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
160New |
$13.7K - $16.8K
|
160
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
159+ 25.73% |
$13.6K - $16.7K
|
777
$93.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
119+ 3.1% |
$10.2K - $12.5K
|
3.96K
$478K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 3.42% |
$8.53K - $10.5K
|
3.02K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
95+ 3.91% |
$8.11K - $9.98K
|
2.53K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$7.17K - $8.83K
|
84
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.29K - $6.51K
|
62
$7.49K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
57+ 1.64% |
$4.86K - $5.99K
|
3.53K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56New |
$4.78K - $5.88K
|
56
$6.76K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49New |
$4.18K - $5.15K
|
49
$5.92K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
48New |
$4.1K - $5.04K
|
48
$5.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 8.4% |
$2.9K - $3.57K
|
439
$53K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 46.15% |
$2.56K - $3.15K
|
95
$11.5K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
20+ 6.25% |
$1.71K - $2.1K
|
340
$41K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
15+ 0.31% |
$1.28K - $1.58K
|
4.82K
$582K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$512 - $630
|
6
$724
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$171 - $210
|
3.15K
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$171 - $210
|
2
$241
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.83% |
$85.3 - $105
|
122
$14.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-4- 16.67% |
$341 - $420
|
20
$2.41K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-16- 0.06% |
$1.37K - $1.68K
|
25.4K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18- 14.06% |
$1.54K - $1.89K
|
110
$13.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-24- 22.22% |
$2.05K - $2.52K
|
84
$10.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-31- 1.4% |
$2.64K - $3.26K
|
2.19K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-38- 5.25% |
$3.24K - $3.99K
|
686
$82.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.81% |
$4.27K - $5.25K
|
2.72K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-50- 1.55% |
$4.27K - $5.25K
|
3.18K
$384K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-63- 1.03% |
$5.38K - $6.62K
|
6.04K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-95- 0.44% |
$8.11K - $9.98K
|
21.5K
$2.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-108- 2.38% |
$9.21K - $11.3K
|
4.43K
$535K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-129- 3.09% |
$11K - $13.6K
|
4.05K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-129- 0.8% |
$11K - $13.6K
|
16K
$1.93M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-150- 50.0% |
$12.8K - $15.8K
|
150
$18.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-156- 1.14% |
$13.3K - $16.4K
|
13.5K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-158- 0.08% |
$13.5K - $16.6K
|
192K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-192- 1.67% |
$16.4K - $20.2K
|
11.3K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-225- 60.0% |
$19.2K - $23.6K
|
150
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-229- 6.32% |
$19.5K - $24.1K
|
3.4K
$410K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-231- 6.89% |
$19.7K - $24.3K
|
3.12K
$377K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-232- 6.97% |
$19.8K - $24.4K
|
3.1K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-247- 7.86% |
$21.1K - $26K
|
2.89K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 21.55% |
$21.3K - $26.3K
|
910
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-253- 1.38% |
$21.6K - $26.6K
|
18.1K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-257- 7.19% |
$21.9K - $27K
|
3.32K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-258- 42.79% |
$22K - $27.1K
|
345
$41.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-268- 1.19% |
$22.9K - $28.2K
|
22.3K
$2.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-293- 6.55% |
$25K - $30.8K
|
4.18K
$504K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-297- 2.0% |
$25.3K - $31.2K
|
14.5K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-309- 9.72% |
$26.4K - $32.5K
|
2.87K
$346K
|