Purchases and Sales Made in Q1 2024 in First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Gre (QCLN) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE GRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
160+ 2.22% |
$5.21K - $6.63K
|
7.38K
$242K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
154New |
$5.02K - $6.38K
|
154
$5.06K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
152+ 2.15% |
$4.95K - $6.3K
|
7.22K
$237K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
125New |
$4.07K - $5.18K
|
125
$4.11K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
106New |
$3.45K - $4.39K
|
106
$3.48K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$3.26K - $4.14K
|
100
$3.29K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 3.83% |
$2.48K - $3.15K
|
2.06K
$67.7K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
72+ 22.86% |
$2.35K - $2.98K
|
387
$12.7K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65New |
$2.12K - $2.69K
|
65
$2.14K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 1.15% |
$977 - $1.24K
|
2.65K
$87.1K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
29New |
$945 - $1.2K
|
29
$953
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 11.01% |
$815 - $1.04K
|
252
$8.28K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
20New |
$652 - $829
|
20
$657
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
14+ 7.22% |
$456 - $580
|
208
$6.83K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.54% |
$32.6 - $41.4
|
186
$6.11K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.03% |
$130 - $166
|
13.7K
$451K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.13% |
$261 - $331
|
6.05K
$199K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 1.18% |
$489 - $621
|
1.26K
$41.3K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 0.71% |
$521 - $663
|
2.23K
$73.3K
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-16- 0.84% |
$521 - $663
|
1.89K
$62.2K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 14.68% |
$1.21K - $1.53K
|
215
$7.06K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-48- 15.95% |
$1.56K - $1.99K
|
253
$8.31K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-50- 19.76% |
$1.63K - $2.07K
|
203
$6.67K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-59- 12.07% |
$1.92K - $2.44K
|
430
$14.1K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-63- 8.21% |
$2.05K - $2.61K
|
704
$23.1K
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-75- 20.0% |
$2.44K - $3.11K
|
300
$9.86K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 18.35% |
$3.26K - $4.14K
|
445
$14.6K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 19.23% |
$3.26K - $4.14K
|
420
$13.8K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.12% |
$3.26K - $4.14K
|
4.62K
$152K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-104- 5.01% |
$3.39K - $4.31K
|
1.97K
$64.7K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-104- 11.56% |
$3.39K - $4.31K
|
796
$26.1K
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-117- 0.25% |
$3.81K - $4.85K
|
46.4K
$1.53M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-117- 43.01% |
$3.81K - $4.85K
|
155
$5.09K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-122- 12.18% |
$3.97K - $5.05K
|
880
$28.9K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-186- 98.94% |
$6.06K - $7.71K
|
2
$65.7
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-215- 26.12% |
$7K - $8.91K
|
608
$20K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-236- 32.42% |
$7.69K - $9.78K
|
492
$16.2K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-252- 2.65% |
$8.21K - $10.4K
|
9.27K
$305K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-299- 57.28% |
$9.74K - $12.4K
|
223
$7.33K
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-310- 4.88% |
$10.1K - $12.8K
|
6.05K
$199K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-314- 2.77% |
$10.2K - $13K
|
11K
$362K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-323- 51.85% |
$10.5K - $13.4K
|
300
$9.86K
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-378- 2.2% |
$12.3K - $15.7K
|
16.8K
$551K
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-400- 94.12% |
$13K - $16.6K
|
25
$821
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-425- 22.86% |
$13.8K - $17.6K
|
1.43K
$47.1K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-425- 27.85% |
$13.8K - $17.6K
|
1.1K
$36.2K
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-471- 6.58% |
$15.3K - $19.5K
|
6.69K
$220K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-505- 5.66% |
$16.5K - $20.9K
|
8.42K
$276K
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-515- 7.33% |
$16.8K - $21.3K
|
6.51K
$214K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-546- 9.71% |
$17.8K - $22.6K
|
5.08K
$167K
|