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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$367
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$3.67K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.15K- 15.63% |
$109K - $122K
|
6.21K
$760K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
63New |
$5.95K - $6.66K
|
63
$7.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92KNew |
$181K - $203K
|
1.92K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-15.7K- 63.77% |
$1.48M - $1.65M
|
8.9K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.48% |
$1.7K - $1.9K
|
3.7K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.47KNew |
$800K - $895K
|
8.47K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$7.08K - $7.92K
|
75
$9.17K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$192K - $215K
|
2.03K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.19K- 8.48% |
$112K - $125K
|
12.8K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-506- 63.73% |
$47.8K - $53.5K
|
288
$35.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 18.6% |
$35.6K - $39.8K
|
1.65K
$202K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
58New |
$5.48K - $6.13K
|
58
$7.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 66.67% |
$18.9K - $21.1K
|
500
$61.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$4.44K - $4.97K
|
47
$5.75K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 50.0% |
$11.3K - $12.7K
|
120
$14.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$202K - $226K
|
2.14K
$261K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$179K - $200K
|
2.05K
$251K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.03K+ 4111.22% |
$351K - $393K
|
4.13K
$505K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
221+ 15.33% |
$19.3K - $21.6K
|
1.66K
$203K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 25.0% |
$2.53K - $2.83K
|
87
$10.6K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.1K+ 34.11% |
$96.2K - $108K
|
4.34K
$530K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.12KNew |
$795K - $890K
|
9.12K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.09K+ 45.16% |
$357K - $399K
|
13.1K
$1.61M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-223- 80.8% |
$19.4K - $21.8K
|
53
$6.48K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$35.5K - $39.7K
|
407
$49.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-232- 10.27% |
$20.2K - $22.7K
|
2.03K
$248K
|
|
| Q4 2022 | |||||||
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.45KNew |
$181K - $229K
|
2.45K
$300K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-119- 19.44% |
$8.77K - $11.1K
|
493
$60.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-657K- 98.85% |
$48.4M - $61.5M
|
7.62K
$931K
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
908+ 2.89% |
$66.9K - $85K
|
32.3K
$3.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.95K- 11.84% |
$218K - $276K
|
22K
$2.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 7.14% |
$14.7K - $18.7K
|
2.6K
$318K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
60New |
$4.42K - $5.61K
|
60
$7.34K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.07% |
$1.28K - $1.57K
|
23.4K
$2.86M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$7.67K - $9.39K
|
102
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
700New |
$52.7K - $64.4K
|
700
$85.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
788New |
$59.3K - $72.6K
|
788
$96.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-707- 19.46% |
$53.2K - $65.1K
|
2.93K
$358K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.56KClosed |
$193K - $236K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-110Closed |
$8.46K - $10.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.2M - $1.48M
|
15.6K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
150New |
$11.5K - $14.3K
|
150
$18.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3K+ 36.1% |
$231K - $286K
|
11.3K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.43KClosed |
$187K - $231K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$462 - $571
|
6
$734
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49KClosed |
$191K - $237K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-30Closed |
$2.31K - $2.86K
|
0
$0
|
|