Latest Institutional Purchases of First Tr Nasdaq Clean Edge Sma (GRID)
This list provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
503K+ 18926.44% |
$55.4M - $64.6M
|
506K
$63.3M
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35K+ 1284.71% |
$3.85M - $4.49M
|
37.7K
$4.72M
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
29.3K+ 10.09% |
$3.23M - $3.77M
|
320K
$40.1M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24.3KNew |
$2.67M - $3.12M
|
24.3K
$3.04M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.2KNew |
$2.66M - $3.11M
|
24.2K
$3.03M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.3KNew |
$2.34M - $2.73M
|
21.3K
$2.66M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21.2K+ 39.32% |
$2.34M - $2.73M
|
75.3K
$9.42M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.5KNew |
$2.15M - $2.51M
|
19.5K
$2.45M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$15M
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 770.04% |
$1.63M - $1.9M
|
16.7K
$2.09M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 24.44% |
$1.32M - $1.54M
|
61.1K
$7.65M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.1KNew |
$1.22M - $1.43M
|
11.1K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$1.19M - $1.38M
|
10.8K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.39KNew |
$1.03M - $1.21M
|
9.39K
$1.18M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.73KNew |
$741K - $865K
|
6.73K
$843K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$752K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.66% |
$569K - $664K
|
116K
$14.5M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.03KNew |
$553K - $646K
|
5.03K
$629K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.89K+ 12.4% |
$428K - $500K
|
35.3K
$4.42M
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 19.35% |
$372K - $434K
|
20.8K
$2.61M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02K+ 2.85% |
$332K - $388K
|
109K
$13.6M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.84KNew |
$313K - $365K
|
2.84K
$355K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.13KNew |
$235K - $274K
|
2.13K
$267K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$196K - $229K
|
1.78K
$223K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.73KNew |
$191K - $223K
|
1.73K
$217K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.7KNew |
$187K - $218K
|
1.7K
$212K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.6KNew |
$176K - $205K
|
1.6K
$200K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 3.63% |
$165K - $193K
|
42.9K
$5.37M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.35K+ 6.26% |
$149K - $174K
|
22.9K
$2.87M
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.18K+ 3.7% |
$130K - $152K
|
33.1K
$4.14M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
915+ 22.43% |
$101K - $118K
|
4.99K
$625K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
799+ 5.89% |
$87.9K - $103K
|
14.4K
$1.8M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
725+ 20.85% |
$79.8K - $93.1K
|
4.2K
$526K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
675+ 23.33% |
$74.3K - $86.7K
|
3.57K
$447K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
666New |
$73.3K - $85.5K
|
666
$83.4K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
617+ 34.62% |
$67.9K - $79.2K
|
2.4K
$300K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 4.2% |
$55K - $64.2K
|
12.4K
$1.55M
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$54.9K
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
212+ 6.68% |
$23.3K - $27.2K
|
3.39K
$424K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 12.32% |
$14.5K - $17K
|
1.2K
$151K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
106+ 2.2% |
$11.7K - $13.6K
|
4.91K
$615K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$6.93K - $8.09K
|
63
$7.89K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60+ 88.24% |
$6.6K - $7.71K
|
128
$16K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.2% |
$5.61K - $6.55K
|
4.31K
$540K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
44+ 0.3% |
$4.84K - $5.65K
|
14.6K
$1.82M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4.84K - $5.65K
|
44
$5.51K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 1.08% |
$4.51K - $5.27K
|
3.84K
$481K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 3.55% |
$1.54K - $1.8K
|
408
$51.1K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$330 - $385
|
2.63K
$329K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$220 - $257
|
3.16K
$396K
|