Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.5K+ 3000.0% |
$135K - $150K
|
1.55K
$181K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.4K+ 33.24% |
$126K - $140K
|
5.61K
$656K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.26K+ 1260.0% |
$113K - $126K
|
1.36K
$159K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.12K+ 6.9% |
$101K - $112K
|
17.3K
$2.03M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
907+ 37.22% |
$81.7K - $90.7K
|
3.34K
$391K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
895+ 130.28% |
$80.6K - $89.5K
|
1.58K
$185K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
864+ 13.1% |
$77.8K - $86.4K
|
7.46K
$872K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
859+ 31.96% |
$77.3K - $85.9K
|
3.55K
$415K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
707+ 3.76% |
$63.7K - $70.7K
|
19.5K
$2.28M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
665+ 220.2% |
$59.9K - $66.5K
|
967
$113K
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
560+ 5.18% |
$50.4K - $56K
|
11.4K
$1.33M
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
BUY
|
- |
541+ 1.82% |
$48.7K - $54.1K
|
30.2K
$3.53M
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
475New |
$42.8K - $47.5K
|
475
$55.5K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
397New |
$35.7K - $39.7K
|
397
$46.4K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
337+ 92.84% |
$30.3K - $33.7K
|
700
$81.8K
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
300+ 1.97% |
$27K - $30K
|
15.5K
$1.81M
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
279+ 5.0% |
$25.1K - $27.9K
|
5.85K
$684K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264New |
$23.8K - $26.4K
|
264
$30.9K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
236New |
$21.2K - $23.6K
|
236
$27.6K
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
BUY
|
- |
224+ 0.79% |
$20.2K - $22.4K
|
28.7K
$3.35M
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
200+ 83.33% |
$18K - $20K
|
440
$51.4K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
185+ 2.12% |
$16.7K - $18.5K
|
8.93K
$1.04M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
150New |
$13.5K - $15K
|
150
$17.5K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
135+ 84.38% |
$12.2K - $13.5K
|
295
$34.5K
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
110New |
$9.9K - $11K
|
110
$12.9K
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
90New |
$8.1K - $9K
|
90
$10.5K
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
75+ 0.36% |
$6.75K - $7.5K
|
20.9K
$2.45M
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
70New |
$6.3K - $7K
|
70
$8.18K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
34New |
$3.06K - $3.4K
|
34
$3.97K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$2.7K - $3K
|
30
$3.51K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
4+ 0.05% |
$360 - $400
|
8.72K
$1.02M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.85% |
$90 - $100
|
119
$13.9K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$90 - $100
|
580
$67.8K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-42- 18.83% |
$3.78K - $4.2K
|
181
$21.2K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-46- 1.02% |
$4.14K - $4.6K
|
4.45K
$521K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59Closed |
$5.31K - $5.9K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
SELL
|
- |
-69- 1.31% |
$6.21K - $6.9K
|
5.2K
$608K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-88Closed |
$7.92K - $8.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100Closed |
$9K - $10K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 18.91% |
$15.3K - $17K
|
729
$85.2K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-227Closed |
$20.4K - $22.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-240Closed |
$21.6K - $24K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-316- 21.45% |
$28.5K - $31.6K
|
1.16K
$135K
|
|
Nov 09, 2021
Q3 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-316- 21.45% |
$28.5K - $31.6K
|
1.16K
$135K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-435- 3.86% |
$39.2K - $43.5K
|
10.8K
$1.27M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-449- 5.45% |
$40.4K - $44.9K
|
7.8K
$911K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-520- 10.03% |
$46.8K - $52K
|
4.67K
$545K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-571Closed |
$51.4K - $57.1K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-800- 6.05% |
$72K - $80K
|
12.4K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.65K- 21.44% |
$149K - $165K
|
6.05K
$708K
|