Purchases and Sales Made in Q2 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 Q2 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
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
768KNew |
$33.5M - $40.1M
|
768K
$27M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
188KNew |
$8.18M - $9.82M
|
188K
$6.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
95.9K+ 14.26% |
$4.18M - $5.01M
|
768K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.3K+ 22.53% |
$2.41M - $2.89M
|
300K
$10.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
24.1K+ 35.29% |
$1.05M - $1.26M
|
92.4K
$3.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.8KNew |
$992K - $1.19M
|
22.8K
$800K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.7KNew |
$856K - $1.03M
|
19.7K
$691K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.8K+ 3.44% |
$602K - $722K
|
416K
$14.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 5.96% |
$584K - $701K
|
238K
$8.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
13.4K+ 14.06% |
$583K - $699K
|
109K
$3.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.9K+ 20.2% |
$564K - $676K
|
77K
$2.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.9KNew |
$560K - $672K
|
12.9K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12KNew |
$525K - $630K
|
12K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.9KNew |
$473K - $568K
|
10.9K
$382K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10.6KNew |
$463K - $555K
|
10.6K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
9.44KNew |
$411K - $493K
|
9.44K
$332K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.94K+ 21.05% |
$389K - $467K
|
51.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.94K+ 21.05% |
$389K - $467K
|
51.4K
$1.81M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8.12KNew |
$353K - $424K
|
8.12K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.77K+ 29.6% |
$339K - $406K
|
34K
$1.2M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
7.28KNew |
$317K - $380K
|
7.28K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 8.07% |
$303K - $363K
|
93.1K
$3.27M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 14.36% |
$288K - $346K
|
52.7K
$1.85M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.47K+ 3.57% |
$282K - $338K
|
188K
$6.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.74K+ 16.67% |
$250K - $300K
|
40.2K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.65KNew |
$246K - $295K
|
5.65K
$199K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
4.77KNew |
$208K - $249K
|
4.77K
$167K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.67KNew |
$204K - $244K
|
4.67K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.58K+ 216.82% |
$199K - $239K
|
6.69K
$235K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
4.12KNew |
$180K - $215K
|
4.12K
$145K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
3.93KNew |
$171K - $205K
|
3.93K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.87K+ 15.72% |
$169K - $202K
|
28.5K
$1M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3.51K+ 23.68% |
$153K - $184K
|
18.3K
$644K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.46K+ 13.1% |
$151K - $181K
|
29.9K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.42K+ 8.7% |
$149K - $178K
|
42.7K
$1.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.19K+ 10.15% |
$139K - $167K
|
34.6K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.16K+ 32.28% |
$137K - $165K
|
12.9K
$454K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.09KNew |
$134K - $161K
|
3.09K
$108K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.77K+ 3.44% |
$121K - $145K
|
83.4K
$2.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.64K+ 51.08% |
$115K - $138K
|
7.79K
$274K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.83K+ 37.55% |
$79.5K - $95.4K
|
6.69K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.71K+ 10.26% |
$74.6K - $89.5K
|
18.4K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.55K+ 193.73% |
$67.3K - $80.8K
|
2.34K
$82.3K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 11.1% |
$66.8K - $80.2K
|
15.4K
$540K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.52K+ 16.18% |
$66.3K - $79.5K
|
10.9K
$384K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.13K+ 11.3% |
$49.3K - $59.1K
|
11.1K
$391K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.03K+ 245.24% |
$44.9K - $53.8K
|
1.45K
$50.9K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
944+ 19.18% |
$41.1K - $49.3K
|
5.87K
$206K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
806New |
$35.1K - $42.1K
|
806
$28.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
768+ 0.69% |
$33.5K - $40.1K
|
112K
$3.93M
|