Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17+ 14.78% |
$741 - $888
|
132
$4.53K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.46% |
$741 - $888
|
3.72K
$127K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
12+ 0.21% |
$523 - $627
|
5.65K
$194K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
12+ 1.28% |
$523 - $627
|
946
$32.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 0.59% |
$479 - $575
|
1.89K
$64.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 5.24% |
$436 - $523
|
201
$6.89K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$348 - $418
|
4.22K
$145K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
5+ 3.09% |
$218 - $261
|
167
$5.73K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.08% |
$174 - $209
|
4.82K
$165K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.29% |
$87.1 - $105
|
683
$23.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.24% |
$87.1 - $105
|
831
$28.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$43.6 - $52.3
|
148
$5.08K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.02% |
$43.6 - $52.3
|
5.97K
$205K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.09% |
$43.6 - $52.3
|
1.09K
$37.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 83.33% |
$218 - $261
|
1
$34.3
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 3.83% |
$305 - $366
|
176
$6.04K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-17- 1.18% |
$741 - $888
|
1.43K
$49K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-46- 0.23% |
$2K - $2.4K
|
19.7K
$677K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 1.09% |
$2.18K - $2.61K
|
4.53K
$155K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-57- 15.92% |
$2.48K - $2.98K
|
301
$10.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-67- 0.57% |
$2.92K - $3.5K
|
11.7K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 24.69% |
$3.44K - $4.13K
|
241
$8.27K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-96- 1.3% |
$4.18K - $5.02K
|
7.3K
$250K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 11.76% |
$4.36K - $5.23K
|
750
$25.7K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-100- 19.05% |
$4.36K - $5.23K
|
425
$14.6K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-114- 0.99% |
$4.97K - $5.96K
|
11.4K
$393K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-120- 1.63% |
$5.23K - $6.27K
|
7.22K
$248K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 2.57% |
$6.32K - $7.58K
|
5.5K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-163- 3.53% |
$7.1K - $8.52K
|
4.45K
$153K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-172- 3.75% |
$7.49K - $8.99K
|
4.41K
$151K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 59.94% |
$8.15K - $9.77K
|
125
$4.29K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-200- 3.39% |
$8.71K - $10.5K
|
5.7K
$195K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-211- 14.21% |
$9.19K - $11K
|
1.27K
$43.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-219- 1.47% |
$9.54K - $11.4K
|
14.7K
$505K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-225- 36.0% |
$9.8K - $11.8K
|
400
$13.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-225- 36.0% |
$9.8K - $11.8K
|
400
$13.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-233- 1.81% |
$10.1K - $12.2K
|
12.7K
$435K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-233- 2.32% |
$10.1K - $12.2K
|
9.83K
$337K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-318- 10.73% |
$13.9K - $16.6K
|
2.65K
$90.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-320- 29.36% |
$13.9K - $16.7K
|
770
$26.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-346- 6.18% |
$15.1K - $18.1K
|
5.26K
$180K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-370- 1.9% |
$16.1K - $19.3K
|
19.1K
$654K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-374- 5.09% |
$16.3K - $19.5K
|
6.98K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-388- 4.16% |
$16.9K - $20.3K
|
8.95K
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-435- 2.13% |
$18.9K - $22.7K
|
20K
$687K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-436- 7.2% |
$19K - $22.8K
|
5.62K
$193K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-461- 3.29% |
$20.1K - $24.1K
|
13.6K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-541- 6.47% |
$23.6K - $28.3K
|
7.82K
$268K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-562- 6.18% |
$24.5K - $29.4K
|
8.53K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-575- 87.65% |
$25K - $30K
|
81
$2.78K
|