Purchases and Sales Made in Q1 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 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
|
- |
102KNew |
$8.87M - $9.93M
|
102K
$12.4M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
93.6KNew |
$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
$6.24M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
47K+ 21.41% |
$4.1M - $4.59M
|
267K
$32.5M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.9K+ 10.93% |
$4M - $4.48M
|
466K
$56.8M
|
|
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
|
- |
24.6KNew |
$2.14M - $2.4M
|
24.6K
$3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 6.73% |
$1.52M - $1.7M
|
276K
$33.7M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.12KNew |
$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
$36.5M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.94K+ 8.52% |
$605K - $678K
|
88.4K
$10.8M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6.82KNew |
$594K - $666K
|
6.82K
$832K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.28KNew |
$547K - $613K
|
6.28K
$766K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.83K+ 27.54% |
$508K - $569K
|
27K
$3.29M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.19K+ 24.74% |
$453K - $507K
|
26.2K
$3.2M
|
|
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
|
- |
4.74KNew |
$413K - $463K
|
4.74K
$578K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.2K+ 69.87% |
$366K - $410K
|
10.2K
$1.25M
|
|
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
$504K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.94KNew |
$344K - $385K
|
3.94K
$481K
|
|
May 15, 2023
Q1 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
3.4KNew |
$296K - $332K
|
3.4K
$415K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 82.53% |
$250K - $280K
|
6.35K
$775K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.83K+ 136.48% |
$247K - $277K
|
4.91K
$599K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.72KNew |
$237K - $266K
|
2.72K
$332K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.58K+ 15.83% |
$225K - $251K
|
18.8K
$2.3M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.57KNew |
$224K - $251K
|
2.57K
$313K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.46K+ 5.96% |
$215K - $240K
|
43.7K
$5.34M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.25KNew |
$196K - $219K
|
2.25K
$274K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.21KNew |
$193K - $216K
|
2.21K
$270K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.11KNew |
$184K - $206K
|
2.11K
$258K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.11KNew |
$184K - $206K
|
2.11K
$257K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.1KNew |
$183K - $205K
|
2.1K
$256K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$179K - $200K
|
2.05K
$250K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.78K+ 38.46% |
$156K - $174K
|
6.42K
$784K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.6K+ 5.9% |
$139K - $156K
|
28.7K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 4.89% |
$137K - $154K
|
33.8K
$4.12M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.45K+ 41.74% |
$126K - $141K
|
4.91K
$599K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.43K+ 35.11% |
$124K - $139K
|
5.48K
$669K
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.22K+ 35.97% |
$106K - $119K
|
4.6K
$561K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.1K+ 34.11% |
$96.2K - $108K
|
4.34K
$529K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
941+ 14.07% |
$82K - $91.9K
|
7.63K
$931K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
738+ 10.16% |
$64.3K - $72.1K
|
8K
$976K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
690+ 36.78% |
$60.2K - $67.4K
|
2.57K
$313K
|
|
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
$1.81M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
436New |
$38K - $42.6K
|
436
$53.2K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
428+ 5.0% |
$37.3K - $41.8K
|
8.99K
$1.1M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
407New |
$35.5K - $39.7K
|
407
$49.7K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
394+ 23.41% |
$34.4K - $38.5K
|
2.08K
$253K
|