Purchases and Sales Made in Q2 2023 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q2 2023. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-120- 27.27% |
$11.3K - $12.7K
|
320
$39.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 50.0% |
$11.3K - $12.7K
|
120
$14.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-121- 0.79% |
$11.4K - $12.8K
|
15.1K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 2.2% |
$14.2K - $15.8K
|
6.66K
$814K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-163- 1.81% |
$15.4K - $17.2K
|
8.83K
$1.08M
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-177- 6.36% |
$16.7K - $18.7K
|
2.61K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-194- 1.13% |
$18.3K - $20.5K
|
17K
$2.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-200- 8.91% |
$18.9K - $21.1K
|
2.05K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-206- 5.31% |
$19.4K - $21.8K
|
3.67K
$449K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-233- 3.71% |
$22K - $24.6K
|
6.04K
$739K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-281- 4.38% |
$26.5K - $29.7K
|
6.14K
$751K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-342- 8.97% |
$32.3K - $36.1K
|
3.47K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 18.6% |
$35.6K - $39.8K
|
1.65K
$202K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-414- 3.09% |
$39.1K - $43.7K
|
13K
$1.59M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-448- 4.68% |
$42.3K - $47.3K
|
9.13K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-506- 63.73% |
$47.8K - $53.5K
|
288
$35.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-573- 3.87% |
$54.1K - $60.5K
|
14.2K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-592- 12.64% |
$55.9K - $62.5K
|
4.09K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-659- 19.99% |
$62.2K - $69.6K
|
2.64K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-661- 25.73% |
$62.4K - $69.8K
|
1.91K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-735- 53.34% |
$69.4K - $77.6K
|
643
$78.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-806- 21.43% |
$76.1K - $85.1K
|
2.96K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-914- 1.1% |
$86.3K - $96.6K
|
82.1K
$10M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-922- 3.22% |
$87K - $97.4K
|
27.7K
$3.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-952- 31.98% |
$89.9K - $101K
|
2.03K
$248K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.15K- 15.63% |
$109K - $122K
|
6.21K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.17K- 4.34% |
$111K - $124K
|
25.8K
$3.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.19K- 8.48% |
$112K - $125K
|
12.8K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.29K- 5.5% |
$122K - $136K
|
22.2K
$2.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 26.68% |
$123K - $138K
|
3.58K
$438K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.39K- 40.06% |
$131K - $147K
|
2.08K
$254K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.74K- 12.29% |
$164K - $183K
|
12.4K
$1.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.94K- 15.95% |
$183K - $205K
|
10.2K
$1.25M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.25K- 23.75% |
$212K - $237K
|
7.22K
$882K
|
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.43K- 18.74% |
$323K - $362K
|
14.9K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.72K- 24.97% |
$446K - $499K
|
14.2K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.23K- 23.5% |
$588K - $658K
|
20.3K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.43K- 80.25% |
$701K - $785K
|
1.83K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.7K- 15.71% |
$1.39M - $1.55M
|
78.9K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-15.7K- 63.77% |
$1.48M - $1.65M
|
8.9K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30K- 88.85% |
$2.83M - $3.17M
|
3.77K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-61.3K- 22.98% |
$5.79M - $6.47M
|
205K
$25.1M
|