Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-194K- 30.07% |
$16.6M - $20.4M
|
451K
$54.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-239K- 82.37% |
$20.4M - $25.1M
|
51.1K
$6.18M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-263K- 97.02% |
$22.4M - $27.6M
|
8.07K
$974K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.08M- 99.09% |
$92.1M - $113M
|
9.89K
$1.19M
|