Purchases and Sales Made in Q3 2022 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 2022. 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 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
38.2K+ 62.28% |
$2.87M - $3.51M
|
99.4K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5KNew |
$1.24M - $1.52M
|
16.5K
$2.01M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2K+ 571.04% |
$1.14M - $1.4M
|
17.8K
$2.18M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.2K+ 571.04% |
$1.14M - $1.4M
|
17.8K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15KNew |
$1.13M - $1.38M
|
15K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 6.72% |
$879K - $1.08M
|
185K
$22.6M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
11.2K+ 81.33% |
$841K - $1.03M
|
24.9K
$3.04M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
9.63K+ 4.21% |
$725K - $887K
|
239K
$29.1M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.95K+ 3.51% |
$673K - $824K
|
264K
$32.2M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.25KNew |
$620K - $759K
|
8.25K
$1.01M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.32K+ 39.49% |
$476K - $582K
|
22.3K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
6.3KNew |
$474K - $580K
|
6.3K
$769K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44KNew |
$409K - $500K
|
5.44K
$663K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.34KNew |
$401K - $491K
|
5.34K
$651K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.17K+ 46.62% |
$314K - $384K
|
13.1K
$1.6M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
3.5KNew |
$263K - $322K
|
3.5K
$427K
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.08K+ 100.13% |
$232K - $284K
|
6.16K
$751K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.07KNew |
$231K - $283K
|
3.07K
$375K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.96K+ 3.97% |
$223K - $273K
|
77.7K
$9.48M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.73K+ 21.33% |
$205K - $251K
|
15.5K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.59K+ 57.13% |
$195K - $238K
|
7.12K
$868K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.4K+ 5.83% |
$181K - $221K
|
43.6K
$5.32M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.68K+ 58.32% |
$126K - $154K
|
4.55K
$555K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.56K+ 11.14% |
$117K - $143K
|
15.5K
$1.89M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.54K+ 5.16% |
$116K - $142K
|
31.4K
$3.83M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.42K+ 9.33% |
$107K - $131K
|
16.7K
$2.03M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 3.06% |
$92.1K - $113K
|
41.2K
$5.03M
|
|
Nov 10, 2022
Q3 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.21K+ 5.24% |
$91.1K - $111K
|
24.3K
$2.97M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
965+ 4.89% |
$72.6K - $88.8K
|
20.7K
$2.53M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
928+ 23.69% |
$69.8K - $85.4K
|
4.85K
$591K
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
BUY
|
- |
791+ 2.52% |
$59.5K - $72.8K
|
32.1K
$3.92M
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
788New |
$59.3K - $72.6K
|
788
$96.2K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
767+ 3.94% |
$57.7K - $70.6K
|
20.2K
$2.47M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
754+ 7.59% |
$56.7K - $69.4K
|
10.7K
$1.3M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
713+ 12.53% |
$53.6K - $65.6K
|
6.4K
$781K
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
677+ 15.01% |
$50.9K - $62.3K
|
5.19K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
559+ 102.76% |
$42.1K - $51.5K
|
1.1K
$135K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
523+ 2.74% |
$39.4K - $48.2K
|
19.6K
$2.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
507+ 1.78% |
$38.1K - $46.7K
|
28.9K
$3.53M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
464+ 3.09% |
$34.9K - $42.7K
|
15.5K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
425+ 15.09% |
$32K - $39.1K
|
3.24K
$396K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
336+ 3.36% |
$25.3K - $30.9K
|
10.3K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
307+ 2.46% |
$23.1K - $28.3K
|
12.8K
$1.56M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
212+ 53.0% |
$16K - $19.5K
|
612
$74.7K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
182+ 10.39% |
$13.7K - $16.8K
|
1.93K
$236K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
171+ 5.23% |
$12.9K - $15.7K
|
3.44K
$420K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
165+ 34.74% |
$12.4K - $15.2K
|
640
$78.1K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
159+ 11.58% |
$12K - $14.6K
|
1.53K
$187K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
149+ 1.03% |
$11.2K - $13.7K
|
14.7K
$1.79M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
132+ 2.09% |
$9.93K - $12.2K
|
6.44K
$786K
|