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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-592- 8.14% |
$25.8K - $30.9K
|
6.68K
$229K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-600- 11.17% |
$26.1K - $31.4K
|
4.77K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-619- 1.53% |
$27K - $32.3K
|
39.9K
$1.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-640- 7.39% |
$27.9K - $33.4K
|
8.02K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-665- 5.4% |
$29K - $34.7K
|
11.6K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-720- 12.08% |
$31.4K - $37.6K
|
5.24K
$180K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-844- 35.15% |
$36.8K - $44.1K
|
1.56K
$53.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-852- 1.59% |
$37.1K - $44.5K
|
52.8K
$1.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-974- 3.51% |
$42.4K - $50.9K
|
26.8K
$919K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1K- 14.81% |
$43.6K - $52.3K
|
5.75K
$197K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 7.02% |
$44.6K - $53.5K
|
13.6K
$465K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 53.38% |
$46.8K - $56.2K
|
939
$32.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.11K- 16.22% |
$48.1K - $57.7K
|
5.71K
$196K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.14K- 36.03% |
$49.7K - $59.6K
|
2.02K
$69.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.17K- 7.77% |
$50.9K - $61K
|
13.9K
$476K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.21K- 34.81% |
$52.5K - $63K
|
2.26K
$77.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.27K- 6.03% |
$55.1K - $66.1K
|
19.7K
$677K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.29K- 17.55% |
$56K - $67.1K
|
6.04K
$207K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.38K- 11.96% |
$60K - $72K
|
10.1K
$348K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.48K- 3.14% |
$64.3K - $77.1K
|
45.5K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.5K- 34.85% |
$65.3K - $78.3K
|
2.8K
$96K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.7K- 6.82% |
$74.1K - $88.9K
|
23.3K
$798K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.7K- 16.99% |
$74.2K - $89K
|
8.33K
$286K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-1.75K- 9.23% |
$76.1K - $91.2K
|
17.2K
$589K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.85K- 8.67% |
$80.7K - $96.8K
|
19.5K
$669K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2K- 78.59% |
$87.1K - $105K
|
545
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.08K- 12.82% |
$90.4K - $108K
|
14.1K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.39K- 9.44% |
$104K - $125K
|
22.9K
$787K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.42K- 19.48% |
$105K - $126K
|
9.99K
$343K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.45K- 20.49% |
$107K - $128K
|
9.51K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.58K- 8.96% |
$112K - $135K
|
26.2K
$898K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.79K- 19.91% |
$121K - $146K
|
11.2K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.8K- 8.02% |
$122K - $146K
|
32.2K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.88K- 19.33% |
$126K - $151K
|
12K
$413K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.38K- 11.82% |
$147K - $177K
|
25.2K
$865K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.71K- 5.63% |
$161K - $194K
|
62.1K
$2.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.09K- 19.7% |
$178K - $214K
|
16.7K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.59K- 5.71% |
$244K - $292K
|
92.3K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.4K- 60.66% |
$279K - $334K
|
4.15K
$142K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-6.66K- 9.26% |
$290K - $348K
|
65.3K
$2.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.76K- 19.96% |
$295K - $353K
|
27.1K
$931K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7K- 47.12% |
$305K - $366K
|
7.86K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.07K- 6.88% |
$308K - $369K
|
95.7K
$3.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.39K- 6.37% |
$322K - $386K
|
109K
$3.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8.65K- 26.98% |
$377K - $452K
|
23.4K
$803K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.1K- 5.42% |
$439K - $527K
|
176K
$6.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.3K- 66.79% |
$535K - $641K
|
6.1K
$209K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-13K- 62.76% |
$566K - $679K
|
7.72K
$265K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.6K- 5.26% |
$592K - $710K
|
245K
$8.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 9.92% |
$766K - $919K
|
160K
$5.48M
|