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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.06K+ 7.63% |
$48.2K - $61.8K
|
14.9K
$524K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
973+ 27.24% |
$44.3K - $56.9K
|
4.55K
$160K
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
949+ 6.84% |
$43.2K - $55.5K
|
14.8K
$521K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
895+ 11.37% |
$40.8K - $52.3K
|
8.77K
$308K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
880New |
$40.1K - $51.4K
|
880
$30.9K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
850New |
$38.7K - $49.7K
|
850
$29.9K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
830+ 8.64% |
$37.8K - $48.5K
|
10.4K
$367K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
745+ 72.75% |
$33.9K - $43.5K
|
1.77K
$62.1K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
740+ 14.22% |
$33.7K - $43.2K
|
5.95K
$209K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
664+ 383.82% |
$30.2K - $38.8K
|
837
$29.4K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
656+ 3.17% |
$29.9K - $38.3K
|
21.4K
$750K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
646+ 14.31% |
$29.4K - $37.8K
|
5.16K
$181K
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
616+ 1.82% |
$28.1K - $36K
|
34.5K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
575+ 709.88% |
$26.2K - $33.6K
|
656
$23K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
550+ 6.23% |
$25.1K - $32.1K
|
9.38K
$329K
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
523+ 10.53% |
$23.8K - $30.6K
|
5.49K
$193K
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
519+ 7.54% |
$23.6K - $30.3K
|
7.4K
$260K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
468+ 1.65% |
$21.3K - $27.3K
|
28.8K
$1.01M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
463+ 5.53% |
$21.1K - $27.1K
|
8.84K
$311K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
461+ 8.39% |
$21K - $26.9K
|
5.96K
$209K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
455+ 4.86% |
$20.7K - $26.6K
|
9.82K
$345K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
453+ 94.18% |
$20.6K - $26.5K
|
934
$32.8K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
414+ 10.23% |
$18.9K - $24.2K
|
4.46K
$157K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
413+ 143.4% |
$18.8K - $24.1K
|
701
$24.6K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
408+ 1133.33% |
$18.6K - $23.8K
|
444
$15.6K
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
281+ 0.32% |
$12.8K - $16.4K
|
88.1K
$3.1M
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
251+ 1.06% |
$11.4K - $14.7K
|
23.9K
$841K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
246+ 1.71% |
$11.2K - $14.4K
|
14.6K
$513K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
235+ 5.3% |
$10.7K - $13.7K
|
4.67K
$164K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
225+ 56.25% |
$10.2K - $13.1K
|
625
$22K
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
225+ 56.25% |
$10.2K - $13.1K
|
625
$22K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
208+ 1.54% |
$9.47K - $12.2K
|
13.7K
$483K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
205+ 11.11% |
$9.34K - $12K
|
2.05K
$72.1K
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
179+ 13.14% |
$8.15K - $10.5K
|
1.54K
$54.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
164New |
$7.47K - $9.58K
|
164
$5.76K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
125New |
$5.69K - $7.31K
|
125
$4.39K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
120New |
$5.47K - $7.01K
|
120
$4.22K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$5.47K - $7.01K
|
120
$4.22K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
103New |
$4.69K - $6.02K
|
103
$3.62K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
100+ 35.46% |
$4.56K - $5.84K
|
382
$13.4K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100New |
$4.56K - $5.84K
|
100
$3.51K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
96+ 145.45% |
$4.37K - $5.61K
|
162
$5.69K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
90+ 900.0% |
$4.1K - $5.26K
|
100
$3.51K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
86+ 0.52% |
$3.92K - $5.03K
|
16.7K
$586K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
80+ 1.65% |
$3.64K - $4.68K
|
4.92K
$173K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
79+ 32.78% |
$3.6K - $4.62K
|
320
$11.2K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
74New |
$3.37K - $4.32K
|
74
$2.6K
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
70+ 0.78% |
$3.19K - $4.09K
|
9.09K
$319K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
60New |
$2.73K - $3.51K
|
60
$2.11K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
48+ 0.65% |
$2.19K - $2.81K
|
7.39K
$260K
|