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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.08KNew |
$559K - $652K
|
5.08K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.03KNew |
$553K - $646K
|
5.03K
$632K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.33K+ 169.32% |
$476K - $556K
|
6.88K
$865K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.07KNew |
$448K - $522K
|
4.07K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.03K+ 16.29% |
$444K - $518K
|
28.8K
$3.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.89K+ 12.4% |
$428K - $500K
|
35.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.86KNew |
$425K - $496K
|
3.86K
$485K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.78KNew |
$416K - $485K
|
3.78K
$475K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.66KNew |
$403K - $470K
|
3.66K
$460K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.4K+ 2.67% |
$374K - $437K
|
131K
$16.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 19.35% |
$372K - $434K
|
20.8K
$2.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02K+ 2.85% |
$332K - $388K
|
109K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.89K+ 82.7% |
$318K - $372K
|
6.39K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 38.45% |
$314K - $367K
|
10.3K
$1.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.84KNew |
$313K - $365K
|
2.84K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.81KNew |
$309K - $361K
|
2.81K
$353K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.73KNew |
$300K - $351K
|
2.73K
$343K
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
2.49KNew |
$274K - $320K
|
2.49K
$313K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.31KNew |
$254K - $297K
|
2.31K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.13KNew |
$235K - $274K
|
2.13K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.13KNew |
$234K - $273K
|
2.13K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.08K+ 4.43% |
$229K - $267K
|
49K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.08K+ 3.76% |
$229K - $267K
|
57.4K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.04K+ 18.14% |
$225K - $262K
|
13.3K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.03KNew |
$224K - $261K
|
2.03K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$199K - $232K
|
1.81K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.8KNew |
$198K - $231K
|
1.8K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.78KNew |
$196K - $229K
|
1.78K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.78KNew |
$196K - $229K
|
1.78K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.73KNew |
$191K - $223K
|
1.73K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.7KNew |
$187K - $218K
|
1.7K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.6KNew |
$176K - $205K
|
1.6K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 3.63% |
$165K - $193K
|
42.9K
$5.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
1.47K+ 8.19% |
$162K - $189K
|
19.4K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.35K+ 4.57% |
$149K - $174K
|
30.9K
$3.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.35K+ 6.26% |
$149K - $174K
|
22.9K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.22K+ 9.06% |
$135K - $157K
|
14.7K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.2K+ 3.69% |
$133K - $155K
|
33.8K
$4.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.18K+ 3.7% |
$130K - $152K
|
33.1K
$4.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.13KNew |
$125K - $146K
|
1.13K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.13KNew |
$125K - $146K
|
1.13K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
972+ 19.25% |
$107K - $125K
|
6.02K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
937+ 51.6% |
$103K - $120K
|
2.75K
$346K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
915+ 22.43% |
$101K - $118K
|
4.99K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
902+ 32.16% |
$99.3K - $116K
|
3.71K
$466K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
801+ 14.23% |
$88.2K - $103K
|
6.43K
$808K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
799+ 5.89% |
$87.9K - $103K
|
14.4K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
782+ 22.54% |
$86.1K - $100K
|
4.25K
$534K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
725+ 20.85% |
$79.8K - $93.1K
|
4.2K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
675+ 23.33% |
$74.3K - $86.7K
|
3.57K
$448K
|