Latest Institutional Transactions on First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.96KNew |
$654K - $725K
|
5.96K
$729K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$219K - $243K
|
2K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$6.8K - $7.54K
|
62
$7.58K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-349- 11.72% |
$38.3K - $42.5K
|
2.63K
$321K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
72New |
$7.9K - $8.76K
|
72
$8.8K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
103New |
$11.3K - $12.5K
|
103
$12.6K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6Closed |
$593 - $689
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-81- 3.97% |
$8K - $9.3K
|
1.96K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 58.33% |
$2.77K - $3.22K
|
20
$2.45K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5KNew |
$2.03M - $2.36M
|
20.5K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$198 - $230
|
2.22K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 3.36% |
$103K - $119K
|
29.9K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.09K - $1.26K
|
11
$1.34K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$4.15K - $4.82K
|
42
$5.14K
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
130KNew |
$12.8M - $14.9M
|
130K
$15.9M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$5.83K - $6.78K
|
59
$7.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
155+ 2.29% |
$15.3K - $17.8K
|
6.93K
$847K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.25K+ 52.49% |
$420K - $488K
|
12.3K
$1.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.85KNew |
$182K - $212K
|
1.85K
$226K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.12KNew |
$209K - $243K
|
2.12K
$259K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 62.5% |
$19.8K - $23K
|
520
$63.6K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
160New |
$13.7K - $16.8K
|
160
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$7.17K - $8.83K
|
84
$10.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$300K - $369K
|
3.52K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
525New |
$44.8K - $55.2K
|
525
$64.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56New |
$4.78K - $5.88K
|
56
$6.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49New |
$4.18K - $5.15K
|
49
$5.99K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 8.4% |
$2.9K - $3.57K
|
439
$53.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$171 - $210
|
2
$245
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$244K
|
|
|
Jan 12, 2024
Q4 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-18K- 27.73% |
$1.54M - $1.89M
|
46.9K
$5.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-231- 6.89% |
$19.7K - $24.3K
|
3.12K
$382K
|
|
| Q3 2023 | |||||||
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.39K- 28.46% |
$222K - $257K
|
6K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$1.22M - $1.41M
|
13.1K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-649- 3.21% |
$60.4K - $70K
|
19.6K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$93.1 - $108
|
184
$22.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
122K+ 64.65% |
$11.4M - $13.2M
|
311K
$38.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$6.51K - $7.55K
|
70
$8.56K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
100New |
$9.31K - $10.8K
|
100
$12.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-182K- 67.23% |
$17M - $19.7M
|
88.9K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.41% |
$7.07K - $8.2K
|
5.46K
$668K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 4.27% |
$7.63K - $8.84K
|
2K
$245K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.29KNew |
$678K - $786K
|
7.29K
$891K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108New |
$10.1K - $11.6K
|
108
$13.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
65New |
$6.05K - $7.01K
|
65
$7.95K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.16K - $3.67K
|
34
$4.16K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
1KNew |
$93.1K - $108K
|
1K
$122K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
636New |
$59.2K - $68.6K
|
636
$77.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
81+ 0.73% |
$7.54K - $8.74K
|
11.3K
$1.38M
|
|