Latest Institutional Transactions on First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Gre (QCLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$175K - $225K
|
3.85K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
880New |
$40.1K - $51.4K
|
880
$31.5K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33New |
$1.5K - $1.93K
|
33
$1.18K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.5KNew |
$842K - $1.08M
|
18.5K
$661K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
125New |
$5.69K - $7.31K
|
125
$4.47K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.43K- 22.01% |
$65.2K - $83.6K
|
5.07K
$181K
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.08K- 3.45% |
$49K - $62.9K
|
30.1K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
103New |
$4.69K - $6.02K
|
103
$3.68K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.98KNew |
$181K - $232K
|
3.98K
$142K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.7K- 53.4% |
$623K - $800K
|
11.9K
$427K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-412- 25.25% |
$18.8K - $24.1K
|
1.22K
$43.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5KNew |
$228K - $292K
|
5K
$179K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-61K- 33.26% |
$2.78M - $3.56M
|
122K
$4.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
281+ 0.32% |
$12.8K - $16.4K
|
88.1K
$3.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.95KNew |
$180K - $231K
|
3.95K
$141K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$911 - $1.17K
|
20
$715
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.02KNew |
$183K - $235K
|
4.02K
$144K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$4.56K - $5.84K
|
100
$3.58K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.18KNew |
$190K - $244K
|
4.18K
$149K
|
|
| Q4 2022 | |||||||
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
10.6KNew |
$483K - $642K
|
10.6K
$378K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-158- 1.84% |
$7.22K - $9.6K
|
8.41K
$301K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.25KNew |
$57.1K - $75.9K
|
1.25K
$44.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
153New |
$6.99K - $9.29K
|
153
$5.47K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-406- 7.3% |
$18.6K - $24.7K
|
5.16K
$184K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.13% |
$183 - $243
|
3.02K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$530K - $704K
|
11.6K
$414K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 12.2% |
$229 - $304
|
36
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-105- 77.78% |
$4.8K - $6.38K
|
30
$1.07K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.5K+ 1471.76% |
$114K - $152K
|
2.67K
$95.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
121KNew |
$5.54M - $7.36M
|
121K
$4.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.55K - $2.07K
|
34
$1.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.06% |
$45.7 - $60.8
|
1.81K
$64.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.45KNew |
$204K - $271K
|
4.45K
$159K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
480+ 100.0% |
$21.9K - $29.2K
|
960
$34.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
201New |
$9.19K - $12.2K
|
201
$7.19K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.35KNew |
$244K - $325K
|
5.35K
$191K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
500New |
$22.9K - $30.4K
|
500
$17.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.17KNew |
$236K - $314K
|
5.17K
$185K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-7.46K- 94.31% |
$341K - $453K
|
450
$16.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.42KNew |
$64.8K - $86.1K
|
1.42K
$50.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
415New |
$19K - $25.2K
|
415
$14.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 62.5% |
$1.14K - $1.52K
|
15
$536
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$11.4K - $15.2K
|
250
$8.94K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.22K- 19.12% |
$55.7K - $74K
|
5.15K
$184K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
550New |
$25.1K - $33.4K
|
550
$19.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-113- 18.74% |
$5.17K - $6.86K
|
490
$17.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-320- 39.02% |
$14.6K - $19.4K
|
500
$17.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 28.57% |
$18.3K - $24.3K
|
1K
$35.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
401+ 53.47% |
$18.3K - $24.4K
|
1.15K
$41.1K
|
|