Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
672KNew |
$30.6M - $39.3M
|
672K
$23.6M
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
216KNew |
$9.82M - $12.6M
|
216K
$7.57M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 77.71% |
$4.88M - $6.27M
|
245K
$8.62M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
86.1KNew |
$3.92M - $5.03M
|
86.1K
$3.03M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
76.6K+ 412.54% |
$3.49M - $4.48M
|
95.2K
$3.34M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
44.3KNew |
$2.02M - $2.59M
|
44.3K
$1.55M
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
31.4KNew |
$1.43M - $1.84M
|
31.4K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.6K+ 166.92% |
$1.21M - $1.55M
|
42.5K
$1.49M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.6K+ 166.92% |
$1.21M - $1.55M
|
42.5K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.3KNew |
$1.2M - $1.54M
|
26.3K
$925K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 10.14% |
$958K - $1.23M
|
228K
$8.03M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.5KNew |
$842K - $1.08M
|
18.5K
$650K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
18.4KNew |
$837K - $1.07M
|
18.4K
$646K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.3K+ 224.78% |
$787K - $1.01M
|
25K
$877K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
16K+ 2.89% |
$729K - $935K
|
569K
$20M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.6K+ 7.16% |
$712K - $913K
|
234K
$8.22M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.7K+ 49.77% |
$535K - $686K
|
35.3K
$1.24M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.5K+ 5.18% |
$478K - $613K
|
213K
$7.48M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10K+ 9.89% |
$456K - $585K
|
111K
$3.9M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
9.74K+ 88.51% |
$444K - $569K
|
20.7K
$729K
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
9.4KNew |
$428K - $549K
|
9.4K
$330K
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
8.55K+ 15.86% |
$390K - $500K
|
62.5K
$2.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.28K+ 14.85% |
$377K - $484K
|
64.1K
$2.25M
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.59K+ 371.4% |
$300K - $385K
|
8.36K
$294K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.55K+ 3.63% |
$298K - $383K
|
187K
$6.58M
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
6.21KNew |
$283K - $363K
|
6.21K
$218K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.6KNew |
$255K - $327K
|
5.6K
$197K
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.46K+ 1255.4% |
$249K - $319K
|
5.9K
$207K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5KNew |
$228K - $292K
|
5K
$176K
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$202K - $259K
|
4.43K
$155K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 44.99% |
$195K - $251K
|
13.8K
$486K
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.22KNew |
$192K - $246K
|
4.22K
$148K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.21K+ 15.46% |
$192K - $246K
|
31.5K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.2KNew |
$191K - $246K
|
4.2K
$148K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.18KNew |
$190K - $244K
|
4.18K
$147K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.07KNew |
$186K - $238K
|
4.07K
$143K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.02KNew |
$183K - $235K
|
4.02K
$141K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
4KNew |
$182K - $234K
|
4K
$141K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.98KNew |
$181K - $232K
|
3.98K
$140K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.95KNew |
$180K - $231K
|
3.95K
$139K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$175K - $225K
|
3.85K
$135K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.8K+ 3.84% |
$173K - $222K
|
103K
$3.61M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.6K+ 6.85% |
$118K - $152K
|
40.5K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.59K+ 8.34% |
$118K - $151K
|
33.6K
$1.18M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.97K+ 11.29% |
$89.8K - $115K
|
19.4K
$683K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.84K+ 23.12% |
$83.6K - $107K
|
9.78K
$343K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 3.46% |
$81.6K - $105K
|
53.6K
$1.88M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.58K+ 192.8% |
$72K - $92.4K
|
2.4K
$84.3K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.38K+ 1.71% |
$62.9K - $80.6K
|
82K
$2.88M
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.25K+ 1.93% |
$56.8K - $72.9K
|
65.8K
$2.31M
|