Purchases and Sales Made in Q1 2022 in First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Gre (QCLN) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE GRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
341+ 1.15% |
$17.7K - $23.9K
|
30K
$1.05M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
326+ 1.14% |
$16.9K - $22.8K
|
29K
$1.01M
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
276+ 1.99% |
$14.3K - $19.3K
|
14.2K
$495K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
249New |
$12.9K - $17.4K
|
249
$8.69K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
240+ 25.26% |
$12.4K - $16.8K
|
1.19K
$41.5K
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
213+ 0.47% |
$11K - $14.9K
|
45.6K
$1.59M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
211+ 5.73% |
$10.9K - $14.8K
|
3.9K
$136K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
210+ 12.72% |
$10.9K - $14.7K
|
1.86K
$64.9K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
200New |
$10.4K - $14K
|
200
$6.98K
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
200+ 66.67% |
$10.4K - $14K
|
500
$17.5K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
200+ 4.26% |
$10.4K - $14K
|
4.9K
$171K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
180New |
$9.32K - $12.6K
|
180
$6.28K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
175New |
$9.07K - $12.3K
|
175
$6.11K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
175+ 2.68% |
$9.07K - $12.3K
|
6.7K
$234K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
170+ 0.33% |
$8.81K - $11.9K
|
51.7K
$1.81M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
162+ 9.63% |
$8.39K - $11.4K
|
1.85K
$64.4K
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
150New |
$7.77K - $10.5K
|
150
$5.24K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
145New |
$7.51K - $10.2K
|
145
$5.06K
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
BUY
|
- |
106+ 1.45% |
$5.49K - $7.43K
|
7.44K
$260K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 6.43% |
$5.18K - $7.01K
|
1.66K
$57.8K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
86+ 13.94% |
$4.45K - $6.03K
|
703
$24.5K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
81New |
$4.2K - $5.68K
|
81
$2.83K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
75+ 3.12% |
$3.89K - $5.26K
|
2.48K
$86.4K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
75+ 6.49% |
$3.89K - $5.26K
|
1.23K
$42.9K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
68+ 1.66% |
$3.52K - $4.77K
|
4.16K
$145K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
67+ 0.79% |
$3.47K - $4.7K
|
8.5K
$297K
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
67+ 1.0% |
$3.47K - $4.7K
|
6.79K
$237K
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 50.0% |
$2.59K - $3.5K
|
150
$5.24K
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
50+ 1.4% |
$2.59K - $3.5K
|
3.63K
$127K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
49+ 0.23% |
$2.54K - $3.43K
|
20.9K
$730K
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41New |
$2.12K - $2.87K
|
41
$1.43K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.97% |
$1.55K - $2.1K
|
3.12K
$109K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
27+ 0.58% |
$1.4K - $1.89K
|
4.66K
$163K
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
20+ 0.26% |
$1.04K - $1.4K
|
7.85K
$274K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
20+ 3.77% |
$1.04K - $1.4K
|
551
$19.2K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
16New |
$829 - $1.12K
|
16
$558
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15+ 0.28% |
$777 - $1.05K
|
5.34K
$186K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
13+ 1.21% |
$673 - $911
|
1.09K
$38.1K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
10+ 0.05% |
$518 - $701
|
20.3K
$708K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.58% |
$259 - $350
|
865
$30.2K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-2- 0.74% |
$104 - $140
|
270
$9.42K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2- 0.14% |
$104 - $140
|
1.44K
$50.1K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4- 1.3% |
$207 - $280
|
303
$10.6K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-10Closed |
$518 - $701
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-12Closed |
$622 - $841
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-15Closed |
$777 - $1.05K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15Closed |
$777 - $1.05K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-19Closed |
$984 - $1.33K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21- 0.43% |
$1.09K - $1.47K
|
4.81K
$168K
|