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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
149+ 2.54% |
$11K - $13.9K
|
6.01K
$725K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
130+ 10.02% |
$9.58K - $12.2K
|
1.43K
$172K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116New |
$8.55K - $10.9K
|
116
$14K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
114New |
$8.4K - $10.7K
|
114
$13.7K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
110+ 3.58% |
$8.11K - $10.3K
|
3.18K
$383K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
105+ 3.05% |
$7.74K - $9.83K
|
3.54K
$427K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
101+ 76.52% |
$7.45K - $9.45K
|
233
$28.1K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72+ 0.17% |
$5.31K - $6.74K
|
41.3K
$4.98M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
60New |
$4.42K - $5.61K
|
60
$7.23K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
15+ 0.43% |
$1.11K - $1.4K
|
3.52K
$424K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10New |
$737 - $936
|
10
$1.21K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.12% |
$295 - $374
|
3.39K
$408K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2+ 0.04% |
$147 - $187
|
5.19K
$625K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$73.7 - $93.6
|
182
$21.9K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-6- 0.13% |
$442 - $561
|
4.64K
$559K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-7- 25.0% |
$516 - $655
|
21
$2.53K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-41- 0.89% |
$3.02K - $3.84K
|
4.58K
$552K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-48- 0.75% |
$3.54K - $4.49K
|
6.36K
$766K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-57- 2.95% |
$4.2K - $5.33K
|
1.88K
$226K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-90- 5.87% |
$6.63K - $8.42K
|
1.44K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-98- 21.97% |
$7.22K - $9.17K
|
348
$41.9K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100- 47.62% |
$7.37K - $9.36K
|
110
$13.3K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-119- 19.44% |
$8.77K - $11.1K
|
493
$59.4K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-121- 0.5% |
$8.92K - $11.3K
|
24.2K
$2.92M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 20.86% |
$10.4K - $13.2K
|
535
$64.5K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-150- 23.44% |
$11.1K - $14K
|
490
$59.1K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-171- 2.3% |
$12.6K - $16K
|
7.26K
$875K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 6.8% |
$14.7K - $18.7K
|
2.74K
$330K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-200- 7.14% |
$14.7K - $18.7K
|
2.6K
$313K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-257- 6.27% |
$18.9K - $24.1K
|
3.85K
$463K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-258- 2.02% |
$19K - $24.1K
|
12.5K
$1.51M
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-275- 2.65% |
$20.3K - $25.7K
|
10.1K
$1.22M
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-280- 1.43% |
$20.6K - $26.2K
|
19.4K
$2.33M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-282- 2.83% |
$20.8K - $26.4K
|
9.7K
$1.17M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-283- 2.65% |
$20.9K - $26.5K
|
10.4K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-303- 8.05% |
$22.3K - $28.4K
|
3.46K
$417K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-311- 2.99% |
$22.9K - $29.1K
|
10.1K
$1.21M
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-350- 10.8% |
$25.8K - $32.8K
|
2.89K
$349K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-365- 4.38% |
$26.9K - $34.2K
|
7.97K
$961K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-374- 6.88% |
$27.6K - $35K
|
5.06K
$610K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-401- 2.41% |
$29.6K - $37.5K
|
16.3K
$1.96M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-414- 6.21% |
$30.5K - $38.7K
|
6.26K
$754K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-516- 2.8% |
$38K - $48.3K
|
17.9K
$2.16M
|
|
Feb 07, 2023
Q4 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-540- 19.29% |
$39.8K - $50.5K
|
2.26K
$272K
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-540- 19.29% |
$39.8K - $50.5K
|
2.26K
$272K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-640- 25.62% |
$47.2K - $59.9K
|
1.86K
$224K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-700- 14.55% |
$51.6K - $65.5K
|
4.11K
$496K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-746- 3.6% |
$55K - $69.8K
|
20K
$2.41M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-756- 1.45% |
$55.7K - $70.7K
|
51.4K
$6.2M
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-763- 13.87% |
$56.2K - $71.4K
|
4.74K
$571K
|