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 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$330 - $385
|
2.63K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$220 - $257
|
2K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$220 - $257
|
3.16K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1+ 0.01% |
$110 - $128
|
9.17K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.66% |
$110 - $128
|
152
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-13- 0.07% |
$1.43K - $1.67K
|
18.9K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16- 3.21% |
$1.76K - $2.06K
|
482
$60.6K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16- 0.76% |
$1.76K - $2.06K
|
2.1K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-17- 0.21% |
$1.87K - $2.18K
|
7.94K
$998K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-18- 0.57% |
$1.98K - $2.31K
|
3.15K
$396K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-28- 0.71% |
$3.08K - $3.6K
|
3.91K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-38- 2.08% |
$4.18K - $4.88K
|
1.79K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-40- 20.51% |
$4.4K - $5.14K
|
155
$19.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-45- 2.31% |
$4.95K - $5.78K
|
1.9K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 2.79% |
$5.5K - $6.42K
|
1.74K
$219K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-51- 2.2% |
$5.61K - $6.55K
|
2.27K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-78- 4.02% |
$8.58K - $10K
|
1.86K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-85- 1.01% |
$9.36K - $10.9K
|
8.33K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-100- 2.96% |
$11K - $12.8K
|
3.28K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 33.33% |
$11K - $12.8K
|
200
$25.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 40.0% |
$11K - $12.8K
|
150
$18.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-167- 1.23% |
$18.4K - $21.4K
|
13.5K
$1.69M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-175- 6.13% |
$19.3K - $22.5K
|
2.68K
$337K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-185Closed |
$20.4K - $23.8K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-187- 0.43% |
$20.6K - $24K
|
43K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-208- 2.38% |
$22.9K - $26.7K
|
8.54K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-236- 4.93% |
$26K - $30.3K
|
4.56K
$573K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-322- 9.2% |
$35.4K - $41.4K
|
3.18K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-344- 3.46% |
$37.9K - $44.2K
|
9.6K
$1.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-347- 7.9% |
$38.2K - $44.6K
|
4.04K
$508K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360Closed |
$39.6K - $46.2K
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-376- 15.53% |
$41.4K - $48.3K
|
2.05K
$257K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-434- 3.24% |
$47.8K - $55.7K
|
12.9K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-436- 20.03% |
$48K - $56K
|
1.74K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-580- 3.91% |
$63.8K - $74.5K
|
14.2K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-755- 3.66% |
$83.1K - $97K
|
19.9K
$2.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-757- 85.54% |
$83.3K - $97.2K
|
128
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-769- 1.38% |
$84.6K - $98.8K
|
54.9K
$6.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-815- 4.71% |
$89.7K - $105K
|
16.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.07K- 23.16% |
$117K - $137K
|
3.54K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.15K- 82.73% |
$126K - $147K
|
239
$30K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 19.89% |
$138K - $161K
|
5.03K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 28.3% |
$151K - $177K
|
3.48K
$438K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.61K- 28.51% |
$177K - $206K
|
4.02K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.73K- 6.73% |
$191K - $222K
|
24K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.8K- 1.64% |
$198K - $231K
|
108K
$13.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.81K- 13.57% |
$200K - $233K
|
11.6K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.85K- 18.15% |
$204K - $237K
|
8.34K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.93K- 9.44% |
$213K - $248K
|
18.5K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.98K- 70.84% |
$218K - $254K
|
815
$102K
|