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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$6.51K - $7.55K
|
70
$8.76K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
65New |
$6.05K - $7.01K
|
65
$8.14K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.16K - $3.67K
|
34
$4.26K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$3.76K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 0.38% |
$931 - $1.08K
|
2.66K
$333K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$376
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$93.1 - $108
|
184
$23K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
70.6KNew |
$6.67M - $7.46M
|
70.6K
$8.84M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.47KNew |
$800K - $895K
|
8.47K
$1.06M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.65KNew |
$439K - $491K
|
4.65K
$582K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.34KNew |
$221K - $247K
|
2.34K
$293K
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$202K - $226K
|
2.14K
$267K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$192K - $215K
|
2.03K
$254K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$250K
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92KNew |
$181K - $203K
|
1.92K
$240K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 66.67% |
$18.9K - $21.1K
|
500
$62.6K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$7.08K - $7.92K
|
75
$9.39K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
63New |
$5.95K - $6.66K
|
63
$7.89K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
58New |
$5.48K - $6.13K
|
58
$7.26K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$4.44K - $4.97K
|
47
$5.88K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.12KNew |
$795K - $890K
|
9.12K
$1.14M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.09K+ 45.16% |
$357K - $399K
|
13.1K
$1.65M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.03K+ 4111.22% |
$351K - $393K
|
4.13K
$517K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$179K - $200K
|
2.05K
$257K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.1K+ 34.11% |
$96.2K - $108K
|
4.34K
$543K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$35.5K - $39.7K
|
407
$50.9K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
221+ 15.33% |
$19.3K - $21.6K
|
1.66K
$208K
|
|
Q4 2022 | |||||||
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.45KNew |
$181K - $229K
|
2.45K
$307K
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
908+ 2.89% |
$66.9K - $85K
|
32.3K
$4.04M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
60New |
$4.42K - $5.61K
|
60
$7.51K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10New |
$737 - $936
|
10
$1.25K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 21.33% |
$205K - $251K
|
15.5K
$1.94M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
788New |
$59.3K - $72.6K
|
788
$98.6K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
700New |
$52.7K - $64.4K
|
700
$87.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$7.67K - $9.39K
|
102
$12.8K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.2M - $1.48M
|
15.6K
$1.95M
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
10.7KNew |
$820K - $1.02M
|
10.7K
$1.33M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3K+ 36.1% |
$231K - $286K
|
11.3K
$1.42M
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
158New |
$12.2K - $15K
|
158
$19.8K
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
150New |
$11.5K - $14.3K
|
150
$18.8K
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
75+ 2.64% |
$5.77K - $7.14K
|
2.91K
$364K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$462 - $571
|
6
$751
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119New |
$9.96K - $12.3K
|
119
$14.9K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20New |
$1.67K - $2.07K
|
20
$2.5K
|
|
Q4 2021 | |||||||
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5KNew |
$462K - $529K
|
5K
$626K
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4.94KNew |
$456K - $523K
|
4.94K
$618K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
350New |
$32.3K - $37.1K
|
350
$43.8K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
216New |
$20K - $22.9K
|
216
$27K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.5KNew |
$315K - $350K
|
3.5K
$438K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 83.33% |
$18K - $20K
|
440
$55.1K
|