Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$3.62K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 0.38% |
$931 - $1.08K
|
2.66K
$320K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9+ 2.46% |
$838 - $971
|
375
$45.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.19% |
$558 - $647
|
3.15K
$379K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$362
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$93.1 - $108
|
10K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$93.1 - $108
|
184
$22.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-7- 6.09% |
$651 - $755
|
108
$13K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-37- 1.42% |
$3.44K - $3.99K
|
2.57K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-41- 1.06% |
$3.82K - $4.42K
|
3.83K
$461K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-42- 0.92% |
$3.91K - $4.53K
|
4.54K
$547K
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-75- 2.64% |
$6.98K - $8.09K
|
2.77K
$333K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-95- 0.22% |
$8.84K - $10.2K
|
42.6K
$5.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-123- 0.62% |
$11.4K - $13.3K
|
19.8K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-136- 18.04% |
$12.7K - $14.7K
|
618
$74.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-137- 3.93% |
$12.7K - $14.8K
|
3.35K
$404K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-205- 3.08% |
$19.1K - $22.1K
|
6.46K
$778K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-220- 3.22% |
$20.5K - $23.7K
|
6.62K
$798K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-224- 6.66% |
$20.8K - $24.2K
|
3.14K
$379K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-298- 1.97% |
$27.7K - $32.1K
|
14.8K
$1.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-342- 9.31% |
$31.8K - $36.9K
|
3.33K
$401K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-367- 9.31% |
$34.2K - $39.6K
|
3.58K
$431K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-391- 10.38% |
$36.4K - $42.2K
|
3.38K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-427- 3.0% |
$39.7K - $46.1K
|
13.8K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-508- 2.69% |
$47.3K - $54.8K
|
18.4K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-649- 3.21% |
$60.4K - $70K
|
19.6K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-861- 5.08% |
$80.1K - $92.9K
|
16.1K
$1.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-928- 0.89% |
$86.4K - $100K
|
103K
$12.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-992- 4.35% |
$92.3K - $107K
|
21.8K
$2.63M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 15.41% |
$103K - $120K
|
6.11K
$736K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 30.64% |
$156K - $181K
|
3.79K
$457K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.39K- 28.46% |
$222K - $257K
|
6K
$723K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.39K- 28.46% |
$222K - $257K
|
6K
$723K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.67K- 21.56% |
$248K - $288K
|
9.72K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.99K- 11.07% |
$465K - $538K
|
40.1K
$4.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.6K- 2.56% |
$521K - $603K
|
213K
$25.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.13K- 5.04% |
$571K - $661K
|
115K
$13.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-23.1K- 29.22% |
$2.15M - $2.49M
|
55.8K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-182K- 67.23% |
$17M - $19.7M
|
88.9K
$10.7M
|