Purchases and Sales Made in Q3 2023 in First Tr Nasdaq Clean Edge Sma (GRID)

GRID Quotes by TradingView

This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q3 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
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
2.54K
+ 3.69%
$236K - $274K
71.4K $8.73M
Nov 06, 2023 Q3 2023
Meixler Investment Management, Ltd.

Show Low, AZ
BUY
 -
2.53K
New
$235K - $273K
2.53K $309K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
2.15K
New
$200K - $232K
2.15K $263K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.82K
+ 70.22%
$169K - $196K
4.41K $539K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.61K
+ 95.94%
$149K - $173K
3.28K $401K
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.6K
+ 16.19%
$149K - $172K
11.5K $1.4M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
1.49K
New
$139K - $161K
1.49K $182K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.33K
+ 6.55%
$124K - $143K
21.6K $2.64M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
1.25K
+ 1.53%
$117K - $135K
83.3K $10.2M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.13K
+ 51.29%
$105K - $122K
3.33K $407K
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
1.07K
+ 17.74%
$99.8K - $116K
7.12K $870K
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
933
+ 11.56%
$86.8K - $101K
9K $1.1M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
933
+ 10.21%
$86.8K - $101K
10.1K $1.23M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
914
+ 139.12%
$85.1K - $98.6K
1.57K $192K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
812
+ 27.48%
$75.6K - $87.6K
3.77K $461K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
788
+ 8.93%
$73.3K - $85K
9.61K $1.18M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
750
+ 30.35%
$69.8K - $80.9K
3.22K $394K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
724
New
$67.4K - $78.1K
724 $88.5K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
717
+ 17.53%
$66.7K - $77.3K
4.81K $588K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
651
+ 5.02%
$60.6K - $70.2K
13.6K $1.67M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
636
New
$59.2K - $68.6K
636 $77.8K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
617
+ 19.03%
$57.4K - $66.5K
3.86K $472K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
612
+ 23.85%
$57K - $66K
3.18K $389K
Nov 13, 2023 Q3 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
560
+ 21.0%
$52.1K - $60.4K
3.23K $395K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
522
+ 5.11%
$48.6K - $56.3K
10.7K $1.31M
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
517
+ 24.92%
$48.1K - $55.8K
2.59K $317K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
479
+ 3.98%
$44.6K - $51.7K
12.5K $1.53M
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
405
New
$37.7K - $43.7K
405 $49.5K
Oct 24, 2023 Q3 2023
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
373
+ 2.51%
$34.7K - $40.2K
15.2K $1.86M
Oct 25, 2023 Q3 2023
Seaview Investment Managers LLC

BUY
 -
352
+ 1.59%
$32.8K - $38K
22.5K $2.76M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
303
+ 6.96%
$28.2K - $32.7K
4.66K $569K
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
274
+ 2.28%
$25.5K - $29.6K
12.3K $1.5M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
273
+ 220.16%
$25.4K - $29.4K
397 $48.5K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
252
+ 12.73%
$23.5K - $27.2K
2.23K $273K
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
231
+ 42.15%
$21.5K - $24.9K
779 $95.2K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
226
+ 59.95%
$21K - $24.4K
603 $73.7K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
211
+ 9.5%
$19.6K - $22.8K
2.43K $297K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
210
+ 10.45%
$19.5K - $22.7K
2.22K $271K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
157
+ 4.27%
$14.6K - $16.9K
3.84K $469K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
136
+ 5.53%
$12.7K - $14.7K
2.6K $318K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
108
New
$10.1K - $11.6K
108 $13.2K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
100
New
$9.31K - $10.8K
100 $12.2K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
82
+ 4.27%
$7.63K - $8.84K
2K $245K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
81
+ 0.73%
$7.54K - $8.74K
11.3K $1.38M
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
76
+ 1.41%
$7.07K - $8.2K
5.46K $668K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
70
New
$6.51K - $7.55K
70 $8.56K
Oct 30, 2023 Q3 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
65
New
$6.05K - $7.01K
65 $7.95K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
40
+ 1.12%
$3.72K - $4.31K
3.62K $443K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
34
New
$3.16K - $3.67K
34 $4.16K

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