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 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
652+ 5.14% |
$71.8K - $83.7K
|
13.3K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
617+ 34.62% |
$67.9K - $79.2K
|
2.4K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
601+ 7.11% |
$66.1K - $77.2K
|
9.05K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
542+ 66.1% |
$59.7K - $69.6K
|
1.36K
$171K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 4.2% |
$55K - $64.2K
|
12.4K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$55.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 60.4% |
$43.5K - $50.7K
|
1.05K
$132K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
388+ 2.4% |
$42.7K - $49.8K
|
16.5K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
349+ 2.51% |
$38.4K - $44.8K
|
14.3K
$1.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
333+ 0.16% |
$36.6K - $42.8K
|
214K
$26.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
324+ 11.74% |
$35.7K - $41.6K
|
3.08K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
310+ 13.23% |
$34.1K - $39.8K
|
2.65K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
294New |
$32.4K - $37.8K
|
294
$36.9K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
275+ 14.38% |
$30.3K - $35.3K
|
2.19K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
220+ 4.5% |
$24.2K - $28.3K
|
5.11K
$641K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
212+ 6.68% |
$23.3K - $27.2K
|
3.39K
$425K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
210+ 2.5% |
$23.1K - $27K
|
8.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$22K - $25.7K
|
200
$25.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
198+ 6.13% |
$21.8K - $25.4K
|
3.43K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
165+ 0.94% |
$18.2K - $21.2K
|
17.8K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
143+ 19.4% |
$15.7K - $18.4K
|
880
$110K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
133+ 1.32% |
$14.6K - $17.1K
|
10.2K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 12.32% |
$14.5K - $17K
|
1.2K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
119+ 6.19% |
$13.1K - $15.3K
|
2.04K
$256K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
111+ 3.63% |
$12.2K - $14.3K
|
3.17K
$397K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
106+ 2.2% |
$11.7K - $13.6K
|
4.91K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$11K - $12.8K
|
100
$12.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
94New |
$10.3K - $12.1K
|
94
$11.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
71+ 1.3% |
$7.81K - $9.12K
|
5.54K
$695K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$6.93K - $8.09K
|
63
$7.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
60+ 88.24% |
$6.6K - $7.71K
|
128
$16.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$6.49K - $7.58K
|
59
$7.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
58+ 14.39% |
$6.38K - $7.45K
|
461
$57.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.2% |
$5.61K - $6.55K
|
4.31K
$541K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
44+ 0.3% |
$4.84K - $5.65K
|
14.6K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4.84K - $5.65K
|
44
$5.52K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 1.08% |
$4.51K - $5.27K
|
3.84K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32+ 0.78% |
$3.52K - $4.11K
|
4.13K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28+ 20.74% |
$3.08K - $3.6K
|
163
$20.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
16+ 0.49% |
$1.76K - $2.06K
|
3.28K
$412K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.65K - $1.93K
|
2.35K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 3.55% |
$1.54K - $1.8K
|
408
$51.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 12.5% |
$1.32K - $1.54K
|
108
$13.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
9+ 0.18% |
$991 - $1.16K
|
4.92K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$880 - $1.03K
|
8
$1K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
8+ 0.31% |
$880 - $1.03K
|
2.55K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.03% |
$550 - $642
|
15.5K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4New |
$440 - $514
|
4
$502
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 1.18% |
$440 - $514
|
344
$43.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$330 - $385
|
2.63K
$330K
|