Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
271KNew |
$26.8M - $31.1M
|
271K
$33.1M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
181KNew |
$17.9M - $20.8M
|
181K
$22.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
143K+ 207.38% |
$14.1M - $16.4M
|
212K
$25.9M
|
|
|
May 02, 2024
Q1 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
130KNew |
$12.8M - $14.9M
|
130K
$15.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.3K+ 33.0% |
$6.25M - $7.27M
|
255K
$31.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
51.2KNew |
$5.06M - $5.89M
|
51.2K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.5K+ 52.12% |
$4.69M - $5.45M
|
139K
$16.9M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
31.6KNew |
$3.12M - $3.63M
|
31.6K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
31KNew |
$3.06M - $3.56M
|
31K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
22.7KNew |
$2.24M - $2.6M
|
22.7K
$2.77M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22.6KNew |
$2.23M - $2.59M
|
22.6K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5KNew |
$2.03M - $2.36M
|
20.5K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 8.02% |
$1.79M - $2.08M
|
243K
$29.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
18.1KNew |
$1.78M - $2.07M
|
18.1K
$2.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 37.03% |
$1.77M - $2.06M
|
66.4K
$8.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9K+ 14.82% |
$1.57M - $1.83M
|
123K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 2.92% |
$1.3M - $1.52M
|
465K
$56.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.2K+ 2.92% |
$1.3M - $1.52M
|
465K
$56.7M
|
|
|
May 08, 2024
Q1 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
12.6KNew |
$1.25M - $1.45M
|
12.6K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
9.69KNew |
$957K - $1.11M
|
9.69K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.59KNew |
$848K - $986K
|
8.59K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
8.54KNew |
$843K - $981K
|
8.54K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.07K+ 22.7% |
$699K - $813K
|
38.2K
$4.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6.18K+ 17.84% |
$610K - $709K
|
40.8K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.06KNew |
$598K - $696K
|
6.06K
$739K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.71K+ 313.46% |
$563K - $655K
|
7.53K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.74KNew |
$468K - $544K
|
4.74K
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.25K+ 52.49% |
$420K - $488K
|
12.3K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.02K+ 7.22% |
$397K - $461K
|
59.7K
$7.28M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.94KNew |
$390K - $453K
|
3.94K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.9K+ 7.94% |
$386K - $448K
|
53.1K
$6.48M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.79K+ 36.69% |
$375K - $436K
|
14.1K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.76KNew |
$371K - $432K
|
3.76K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.61K+ 39.62% |
$357K - $415K
|
12.7K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
3.25KNew |
$321K - $373K
|
3.25K
$396K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
3KNew |
$296K - $345K
|
3K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.87K+ 8.18% |
$283K - $330K
|
38K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.75K+ 10.86% |
$272K - $316K
|
28.1K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.72KNew |
$269K - $313K
|
2.72K
$332K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.65KNew |
$262K - $304K
|
2.65K
$323K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.51KNew |
$248K - $288K
|
2.51K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.42K+ 87.27% |
$239K - $278K
|
5.19K
$633K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 4.45% |
$215K - $250K
|
51.1K
$6.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.12KNew |
$209K - $243K
|
2.12K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.9KNew |
$188K - $218K
|
1.9K
$232K
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.85KNew |
$182K - $212K
|
1.85K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83KNew |
$181K - $211K
|
1.83K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.8K+ 13.24% |
$178K - $207K
|
15.4K
$1.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79KNew |
$177K - $206K
|
1.79K
$219K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.54K+ 15.58% |
$152K - $177K
|
11.4K
$1.39M
|