Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
503K+ 18926.44% |
$55.4M - $64.6M
|
506K
$63.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
333K+ 67.96% |
$36.7M - $42.8M
|
823K
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 36.68% |
$26.1M - $30.4M
|
882K
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
157K+ 513.19% |
$17.3M - $20.1M
|
187K
$23.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.2K+ 22.93% |
$10.6M - $12.4M
|
516K
$64.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
88.5K+ 159.46% |
$9.74M - $11.4M
|
144K
$18.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
82.2KNew |
$9.04M - $10.6M
|
82.2K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79K+ 171.15% |
$8.69M - $10.1M
|
125K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
77K+ 154.78% |
$8.47M - $9.89M
|
127K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.4K+ 74.44% |
$6.75M - $7.88M
|
144K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
54.4K+ 31.43% |
$5.98M - $6.98M
|
227K
$28.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 14.11% |
$4.38M - $5.11M
|
322K
$40.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35K+ 1284.71% |
$3.85M - $4.49M
|
37.7K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.9K+ 11.53% |
$3.63M - $4.23M
|
319K
$40M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
31.3K+ 81.67% |
$3.44M - $4.02M
|
69.6K
$8.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
29.3K+ 10.09% |
$3.23M - $3.77M
|
320K
$40.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
24.3KNew |
$2.67M - $3.12M
|
24.3K
$3.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
24.2KNew |
$2.66M - $3.11M
|
24.2K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.4K+ 30.21% |
$2.35M - $2.75M
|
92.2K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
21.3KNew |
$2.34M - $2.73M
|
21.3K
$2.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
21.2K+ 39.32% |
$2.34M - $2.73M
|
75.3K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
20.4K+ 227.33% |
$2.24M - $2.62M
|
29.4K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.2K+ 929.14% |
$2.23M - $2.6M
|
22.4K
$2.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.5KNew |
$2.15M - $2.51M
|
19.5K
$2.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
18KNew |
$1.98M - $2.32M
|
18K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
16.2KNew |
$1.78M - $2.08M
|
16.2K
$2.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 770.04% |
$1.63M - $1.9M
|
16.7K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14K+ 352.7% |
$1.54M - $1.79M
|
17.9K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 43.36% |
$1.53M - $1.78M
|
45.9K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5KNew |
$1.38M - $1.61M
|
12.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$1.33M - $1.55M
|
12.1K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 24.44% |
$1.32M - $1.54M
|
61.1K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.1KNew |
$1.22M - $1.43M
|
11.1K
$1.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$1.19M - $1.38M
|
10.8K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10.7K+ 248.99% |
$1.18M - $1.37M
|
15K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.52KNew |
$1.05M - $1.22M
|
9.52K
$1.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.39KNew |
$1.03M - $1.21M
|
9.39K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
8.75K+ 19.29% |
$963K - $1.12M
|
54.1K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$864K - $1.01M
|
7.85K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$843K - $984K
|
7.66K
$961K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 13.46% |
$819K - $956K
|
62.7K
$7.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.01KNew |
$772K - $901K
|
7.01K
$880K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.73KNew |
$741K - $865K
|
6.73K
$844K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.54K+ 749.14% |
$720K - $840K
|
7.41K
$930K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.81K+ 118.09% |
$639K - $746K
|
10.7K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$754K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.21KNew |
$573K - $669K
|
5.21K
$654K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.66% |
$569K - $664K
|
116K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.08KNew |
$559K - $652K
|
5.08K
$637K
|