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 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.07K- 9.23% |
$228K - $266K
|
20.4K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.15K- 28.85% |
$237K - $277K
|
5.31K
$667K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.12K- 26.93% |
$344K - $401K
|
8.48K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.14K- 45.64% |
$346K - $404K
|
3.74K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.01K- 13.08% |
$441K - $515K
|
26.6K
$3.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 64.55% |
$494K - $577K
|
2.47K
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.23K- 7.95% |
$686K - $801K
|
72.2K
$9.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.02K- 54.02% |
$993K - $1.16M
|
7.68K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-9.59K- 75.8% |
$1.06M - $1.23M
|
3.06K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-12.3K- 25.88% |
$1.36M - $1.58M
|
35.3K
$4.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15.3K- 35.93% |
$1.69M - $1.97M
|
27.3K
$3.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26.9K- 3.25% |
$2.96M - $3.46M
|
803K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 38.63% |
$3.59M - $4.19M
|
51.8K
$6.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6K- 33.62% |
$4.14M - $4.83M
|
74.3K
$9.32M
|