Purchases and Sales Made in Q1 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 Q1 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
May 09, 2023 Q1 2023
Barings LLC

BUY
 -
102K
New
$8.87M - $9.93M
102K $12.4M
Apr 27, 2023 Q1 2023
Money Design Co.,Ltd.

BUY
 -
93.6K
New
$8.16M - $9.14M
93.6K $11.4M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
47.9K
+ 1462.89%
$4.17M - $4.67M
51.1K $6.22M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
47K
+ 21.41%
$4.1M - $4.59M
267K $32.4M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
45.9K
+ 10.93%
$4M - $4.48M
466K $56.6M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
42.7K
+ 69.43%
$3.72M - $4.17M
104K $12.7M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
24.6K
New
$2.14M - $2.4M
24.6K $2.99M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
17.4K
+ 6.73%
$1.52M - $1.7M
276K $33.6M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
9.12K
New
$795K - $890K
9.12K $1.11M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
7.89K
+ 2.71%
$688K - $770K
299K $36.4M
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
6.82K
New
$594K - $666K
6.82K $829K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
6.28K
New
$547K - $613K
6.28K $763K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
5.83K
+ 27.54%
$508K - $569K
27K $3.28M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.19K
+ 24.74%
$453K - $507K
26.2K $3.19M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
4.91K
+ 5.12%
$428K - $480K
101K $12.3M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
4.74K
New
$413K - $463K
4.74K $576K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.2K
+ 69.87%
$366K - $410K
10.2K $1.24M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
4.09K
+ 45.16%
$357K - $399K
13.1K $1.6M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
4.03K
+ 4111.22%
$351K - $393K
4.13K $502K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.94K
New
$344K - $385K
3.94K $479K
May 15, 2023 Q1 2023
Guardian Capital LP

Toronto, A6
BUY
 -
3.4K
New
$296K - $332K
3.4K $413K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.87K
+ 82.53%
$250K - $280K
6.35K $772K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.83K
+ 136.48%
$247K - $277K
4.91K $597K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
2.72K
New
$237K - $266K
2.72K $331K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.58K
+ 15.83%
$225K - $251K
18.8K $2.29M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
2.57K
New
$224K - $251K
2.57K $312K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.46K
+ 5.96%
$215K - $240K
43.7K $5.32M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
2.25K
New
$196K - $219K
2.25K $273K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.21K
New
$193K - $216K
2.21K $269K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
2.11K
New
$184K - $206K
2.11K $257K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
2.11K
New
$184K - $206K
2.11K $257K
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.1K
New
$183K - $205K
2.1K $255K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
2.05K
New
$179K - $200K
2.05K $249K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.78K
+ 38.46%
$156K - $174K
6.42K $781K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.6K
+ 5.9%
$139K - $156K
28.7K $3.49M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.58K
+ 4.89%
$137K - $154K
33.8K $4.11M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.45K
+ 41.74%
$126K - $141K
4.91K $597K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
1.43K
+ 35.11%
$124K - $139K
5.48K $667K
May 08, 2023 Q1 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.22K
+ 35.97%
$106K - $119K
4.6K $559K
May 12, 2023 Q1 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.1K
+ 34.11%
$96.2K - $108K
4.34K $527K
May 03, 2023 Q1 2023
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
941
+ 14.07%
$82K - $91.9K
7.63K $928K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
738
+ 10.16%
$64.3K - $72.1K
8K $973K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
690
+ 36.78%
$60.2K - $67.4K
2.57K $312K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
523
+ 5.19%
$45.6K - $51.1K
10.6K $1.29M
May 12, 2023 Q1 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
449
+ 3.13%
$39.1K - $43.8K
14.8K $1.8M
May 15, 2023 Q1 2023
Values First Advisors, Inc.

BUY
 -
436
New
$38K - $42.6K
436 $53K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
428
+ 5.0%
$37.3K - $41.8K
8.99K $1.09M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
407
New
$35.5K - $39.7K
407 $49.5K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
394
+ 23.41%
$34.4K - $38.5K
2.08K $253K

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