Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.15K+ 18.18% |
$291K - $334K
|
20.5K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.11KNew |
$288K - $330K
|
3.11K
$393K
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
3.04K+ 24.34% |
$281K - $322K
|
15.5K
$1.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.91KNew |
$269K - $309K
|
2.91K
$368K
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.89KNew |
$267K - $306K
|
2.89K
$365K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.87KNew |
$265K - $303K
|
2.87K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.86KNew |
$264K - $302K
|
2.86K
$361K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.72K+ 1151.27% |
$251K - $288K
|
2.95K
$373K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.52KNew |
$233K - $267K
|
2.52K
$318K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.43KNew |
$224K - $257K
|
2.43K
$306K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.31KNew |
$214K - $245K
|
2.31K
$292K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.12KNew |
$196K - $225K
|
2.12K
$268K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.06KNew |
$190K - $218K
|
2.06K
$260K
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.03KNew |
$187K - $215K
|
2.03K
$256K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.84K+ 54.93% |
$170K - $195K
|
5.18K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.79K+ 34.19% |
$165K - $190K
|
7.03K
$887K
|
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.69K+ 11.81% |
$156K - $179K
|
16K
$2.02M
|
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.65K+ 7.89% |
$153K - $175K
|
22.6K
$2.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 16.73% |
$137K - $157K
|
10.3K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.48K+ 10.8% |
$137K - $157K
|
15.2K
$1.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.2K+ 150.0% |
$111K - $127K
|
2K
$253K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.18K+ 33.13% |
$109K - $125K
|
4.75K
$600K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 31.86% |
$104K - $120K
|
4.68K
$591K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.12KNew |
$104K - $119K
|
1.12K
$142K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.06K+ 8.9% |
$97.5K - $112K
|
12.9K
$1.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.05K+ 220.42% |
$96.8K - $111K
|
1.52K
$192K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
1K+ 3.5% |
$92.5K - $106K
|
29.6K
$3.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1K+ 40.0% |
$92.4K - $106K
|
3.5K
$442K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
995+ 10.68% |
$92K - $105K
|
10.3K
$1.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
958+ 3.17% |
$88.5K - $101K
|
31.2K
$3.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
946+ 7.44% |
$87.4K - $100K
|
13.7K
$1.73M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
884+ 33.25% |
$81.7K - $93.6K
|
3.54K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
803+ 23.07% |
$74.2K - $85K
|
4.28K
$541K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
746+ 9.05% |
$68.9K - $79K
|
8.99K
$1.14M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
621+ 3.1% |
$57.4K - $65.8K
|
20.7K
$2.61M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
607+ 6.8% |
$56.1K - $64.3K
|
9.54K
$1.2M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
538+ 34.01% |
$49.7K - $57K
|
2.12K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
512New |
$47.3K - $54.2K
|
512
$64.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
505+ 14.81% |
$46.7K - $53.5K
|
3.92K
$495K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
486New |
$44.9K - $51.5K
|
486
$61.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
435+ 4.01% |
$40.2K - $46.1K
|
11.3K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
381New |
$35.2K - $40.3K
|
381
$48.1K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
375+ 6.2% |
$34.7K - $39.7K
|
6.43K
$812K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
371New |
$34.3K - $39.3K
|
371
$46.9K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
350New |
$32.3K - $37.1K
|
350
$44.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
314New |
$29K - $33.2K
|
314
$39.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
275+ 17.74% |
$25.4K - $29.1K
|
1.83K
$231K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
216New |
$20K - $22.9K
|
216
$27.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
153+ 2.61% |
$14.1K - $16.2K
|
6.02K
$760K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
113+ 6.9% |
$10.4K - $12K
|
1.75K
$221K
|