Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
659K+ 12221.84% |
$48.6M - $61.7M
|
665K
$81.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
177K+ 1324.19% |
$13.1M - $16.6M
|
191K
$23.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.4K+ 133.69% |
$6.37M - $8.09M
|
151K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
53.8K+ 347.27% |
$3.97M - $5.04M
|
69.3K
$8.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.9K+ 16.64% |
$2.27M - $2.89M
|
216K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
24.3KNew |
$1.79M - $2.27M
|
24.3K
$2.96M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
23.4K+ 23.55% |
$1.73M - $2.19M
|
123K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.9K+ 8.11% |
$1.61M - $2.04M
|
291K
$35.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21.7KNew |
$1.6M - $2.03M
|
21.7K
$2.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20KNew |
$1.47M - $1.87M
|
20K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 44.71% |
$1.09M - $1.39M
|
47.9K
$5.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 14.09% |
$742K - $942K
|
81.5K
$9.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.68K+ 12.46% |
$714K - $906K
|
87.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.36K+ 1.79% |
$543K - $689K
|
420K
$51.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
7KNew |
$516K - $655K
|
7K
$854K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.43K+ 69.89% |
$400K - $508K
|
13.2K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.51K+ 27.39% |
$333K - $422K
|
21K
$2.56M
|
|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
3.78KNew |
$278K - $353K
|
3.78K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.72K+ 69.7% |
$274K - $348K
|
9.06K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.27KNew |
$241K - $306K
|
3.27K
$399K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.03K+ 19.53% |
$223K - $284K
|
18.5K
$2.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.9KNew |
$214K - $271K
|
2.9K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.57KNew |
$189K - $241K
|
2.57K
$314K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.45KNew |
$181K - $229K
|
2.45K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.4KNew |
$177K - $225K
|
2.4K
$293K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.77K+ 9.89% |
$130K - $165K
|
19.6K
$2.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 5510.0% |
$122K - $155K
|
1.68K
$205K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.39K+ 66.84% |
$102K - $130K
|
3.46K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 3.91% |
$89.3K - $113K
|
32.2K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.14K+ 8.62% |
$84K - $107K
|
14.4K
$1.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1K+ 3.79% |
$80.9K - $103K
|
30K
$3.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
945+ 4.67% |
$69.7K - $88.4K
|
21.2K
$2.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
908+ 2.89% |
$66.9K - $85K
|
32.3K
$3.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
837+ 12.55% |
$61.7K - $78.3K
|
7.51K
$916K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
749+ 4.91% |
$55.2K - $70.1K
|
16K
$1.95M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
499+ 16.74% |
$36.8K - $46.7K
|
3.48K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
440New |
$32.4K - $41.2K
|
440
$53.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419+ 14.38% |
$30.9K - $39.2K
|
3.33K
$407K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
417+ 4.13% |
$30.7K - $39K
|
10.5K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
310+ 2.46% |
$22.9K - $29K
|
12.9K
$1.58M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
300New |
$22.1K - $28.1K
|
300
$36.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
276New |
$20.3K - $25.8K
|
276
$33.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
250+ 49.41% |
$18.4K - $23.4K
|
756
$92.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
246+ 3.82% |
$18.1K - $23K
|
6.69K
$816K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
240New |
$17.7K - $22.5K
|
240
$29.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
216+ 144.0% |
$15.9K - $20.2K
|
366
$44.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
207+ 4.55% |
$15.3K - $19.4K
|
4.76K
$580K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 4.32% |
$14.7K - $18.7K
|
4.83K
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
173+ 4.25% |
$12.8K - $16.2K
|
4.24K
$517K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
160New |
$11.8K - $15K
|
160
$19.5K
|