Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 131.15% |
$67.9K - $74.4K
|
1.41K
$174K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
717+ 3.96% |
$60.9K - $66.7K
|
18.8K
$2.32M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
641New |
$54.4K - $59.6K
|
641
$79K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
636+ 5.98% |
$54K - $59.2K
|
11.3K
$1.39M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
571New |
$48.5K - $53.1K
|
571
$70.4K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
BUY
|
- |
482+ 4.55% |
$40.9K - $44.8K
|
11.1K
$1.36M
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
360New |
$30.6K - $33.5K
|
360
$44.4K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
333+ 1110.0% |
$28.3K - $31K
|
363
$44.7K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
305+ 79.84% |
$25.9K - $28.4K
|
687
$84.7K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
302New |
$25.6K - $28.1K
|
302
$37.2K
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
240New |
$20.4K - $22.3K
|
240
$29.6K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
227New |
$19.3K - $21.1K
|
227
$28K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
223New |
$18.9K - $20.7K
|
223
$27.5K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150+ 6.92% |
$12.7K - $14K
|
2.32K
$286K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
110New |
$9.34K - $10.2K
|
110
$13.6K
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
90+ 1.47% |
$7.64K - $8.37K
|
6.2K
$764K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
59New |
$5.01K - $5.49K
|
59
$7.27K
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40New |
$3.4K - $3.72K
|
40
$4.93K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
36+ 69.23% |
$3.06K - $3.35K
|
88
$10.8K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
30New |
$2.55K - $2.79K
|
30
$3.7K
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$84.9 - $93
|
5.86K
$722K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-20Closed |
$1.7K - $1.86K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30Closed |
$2.55K - $2.79K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-31- 0.59% |
$2.63K - $2.88K
|
5.27K
$649K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-75Closed |
$6.37K - $6.98K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-116- 1.62% |
$9.85K - $10.8K
|
7.04K
$868K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-125Closed |
$10.6K - $11.6K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-159- 1.79% |
$13.5K - $14.8K
|
8.74K
$1.08M
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-163- 40.45% |
$13.8K - $15.2K
|
240
$29.6K
|
|
Aug 05, 2021
Q2 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-170- 1.83% |
$14.4K - $15.8K
|
9.14K
$1.13M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-300Closed |
$25.5K - $27.9K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Diversified, LLC
|
SELL
|
- |
-508- 8.35% |
$43.1K - $47.3K
|
5.58K
$687K
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.39KClosed |
$203K - $222K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.67K- 32.36% |
$227K - $248K
|
5.58K
$687K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.5KClosed |
$297K - $326K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4KClosed |
$340K - $372K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.16K- 28.07% |
$438K - $480K
|
13.2K
$1.63M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.37K- 90.3% |
$711K - $778K
|
899
$111K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.8K- 7.53% |
$1.09M - $1.19M
|
157K
$19.4M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8KClosed |
$1.85M - $2.03M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26.9KClosed |
$2.29M - $2.51M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-28.7KClosed |
$2.44M - $2.67M
|
0
$0
|