Institutional Ownership First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Gre (QCLN). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
97
shares
|
$3,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
84
shares
|
$2,816
0.0% of portfolio
|
Q4 2024
Reduced 88.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$2,514
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
74
shares
|
$2,481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
55
shares
|
$1,844
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
50
shares
|
$1,676
0.0% of portfolio
|
Q2 2024
Reduced 88.1%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
47
shares
|
$1,575
0.0% of portfolio
|
Q3 2024
Reduced 74.87%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
35
shares
|
$1,173
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
34
shares
|
$1,140
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
31
shares
|
$1,039
0.0% of portfolio
|
Q4 2023
Reduced 67.71%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
30
shares
|
$1,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
30
shares
|
$1,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
28
shares
|
$938
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
25
shares
|
$838
0.0% of portfolio
|
Q1 2024
Reduced 94.12%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
25
shares
|
$838
0.0% of portfolio
|
Q4 2024
Reduced 61.54%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
21
shares
|
$704
0.0% of portfolio
|
Q4 2023
Added 75.0%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
15
shares
|
$502
0.0% of portfolio
|
Q1 2022
Reduced 93.88%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
7
shares
|
$234
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
6
shares
|
$201
0.0% of portfolio
|
Q3 2024
Reduced 90.16%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$67
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|