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 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4New |
$440 - $514
|
4
$611
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1+ 0.01% |
$110 - $128
|
9.17K
$1.4M
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.2KNew |
$2M - $2.22M
|
18.2K
$2.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.96KNew |
$654K - $725K
|
5.96K
$910K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$342K - $379K
|
3.12K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.81KNew |
$308K - $342K
|
2.81K
$429K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$256K - $284K
|
2.33K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.17KNew |
$238K - $264K
|
2.17K
$331K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$219K - $243K
|
2K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.05KNew |
$115K - $128K
|
1.05K
$160K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
583+ 32.09% |
$64K - $70.9K
|
2.4K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
467New |
$51.2K - $56.8K
|
467
$71.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
94New |
$10.3K - $11.4K
|
94
$14.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
88New |
$9.66K - $10.7K
|
88
$13.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
72New |
$7.9K - $8.76K
|
72
$11K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$6.8K - $7.54K
|
62
$9.47K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5KNew |
$2.03M - $2.36M
|
20.5K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.25K+ 52.49% |
$420K - $488K
|
12.3K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 62.5% |
$19.8K - $23K
|
520
$79.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
155+ 2.29% |
$15.3K - $17.8K
|
6.93K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$5.83K - $6.78K
|
59
$9.01K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$4.15K - $4.82K
|
42
$6.41K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.09K - $1.26K
|
11
$1.68K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$300K - $369K
|
3.52K
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
525New |
$44.8K - $55.2K
|
525
$80.2K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
160New |
$13.7K - $16.8K
|
160
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$7.17K - $8.83K
|
84
$12.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56New |
$4.78K - $5.88K
|
56
$8.55K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49New |
$4.18K - $5.15K
|
49
$7.48K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 8.4% |
$2.9K - $3.57K
|
439
$67K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$171 - $210
|
2
$305
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
122K+ 64.65% |
$11.4M - $13.2M
|
311K
$47.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$1.22M - $1.41M
|
13.1K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.29KNew |
$678K - $786K
|
7.29K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
636New |
$59.2K - $68.6K
|
636
$97.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
100New |
$9.31K - $10.8K
|
100
$15.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 4.27% |
$7.63K - $8.84K
|
2K
$306K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
81+ 0.73% |
$7.54K - $8.74K
|
11.3K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.41% |
$7.07K - $8.2K
|
5.46K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$6.51K - $7.55K
|
70
$10.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
65New |
$6.05K - $7.01K
|
65
$9.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.16K - $3.67K
|
34
$5.19K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$4.58K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$458
|
|
| Q2 2023 | |||||||
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$202K - $226K
|
2.14K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$192K - $215K
|
2.03K
$310K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92KNew |
$181K - $203K
|
1.92K
$293K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 66.67% |
$18.9K - $21.1K
|
500
$76.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$7.08K - $7.92K
|
75
$11.5K
|
|