Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
60New |
$1.83K - $2.29K
|
60
$2.11K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
28New |
$853 - $1.07K
|
28
$984
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21New |
$640 - $802
|
21
$738
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
14+ 0.48% |
$427 - $535
|
2.95K
$104K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 0.07% |
$152 - $191
|
6.87K
$241K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1+ 0.49% |
$30.5 - $38.2
|
204
$7.17K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.68% |
$30.5 - $38.2
|
149
$5.24K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 1.67% |
$30.5 - $38.2
|
61
$2.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.4% |
$30.5 - $38.2
|
253
$8.89K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.95% |
$30.5 - $38.2
|
106
$3.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.24% |
$30.5 - $38.2
|
422
$14.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.29% |
$30.5 - $38.2
|
345
$12.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.54% |
$30.5 - $38.2
|
187
$6.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3- 0.08% |
$91.4 - $115
|
3.57K
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-22- 0.15% |
$671 - $840
|
14.4K
$507K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 1.26% |
$792 - $993
|
2.04K
$71.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-40- 0.45% |
$1.22K - $1.53K
|
8.76K
$308K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-59- 23.41% |
$1.8K - $2.25K
|
193
$6.78K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-68- 8.54% |
$2.07K - $2.6K
|
728
$25.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 33.33% |
$3.05K - $3.82K
|
200
$7.03K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-107- 36.15% |
$3.26K - $4.09K
|
189
$6.64K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-110- 1.82% |
$3.35K - $4.2K
|
5.94K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-113- 1.87% |
$3.44K - $4.31K
|
5.94K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-140Closed |
$4.27K - $5.35K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 19.43% |
$5.21K - $6.53K
|
709
$24.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-174- 13.84% |
$5.3K - $6.64K
|
1.08K
$38.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-177- 21.74% |
$5.39K - $6.76K
|
637
$22.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 34.62% |
$5.49K - $6.87K
|
340
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-239- 48.58% |
$7.28K - $9.13K
|
253
$8.89K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-258- 2.12% |
$7.86K - $9.85K
|
11.9K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-267- 3.8% |
$8.14K - $10.2K
|
6.76K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-301- 2.79% |
$9.17K - $11.5K
|
10.5K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-326- 11.26% |
$9.94K - $12.4K
|
2.57K
$90.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-342- 28.03% |
$10.4K - $13.1K
|
878
$30.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-344- 45.62% |
$10.5K - $13.1K
|
410
$14.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-365- 60.03% |
$11.1K - $13.9K
|
243
$8.54K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-370- 88.1% |
$11.3K - $14.1K
|
50
$1.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-414- 0.89% |
$12.6K - $15.8K
|
45.9K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-450- 46.15% |
$13.7K - $17.2K
|
525
$18.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-477- 1.76% |
$14.5K - $18.2K
|
26.6K
$934K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-536- 3.2% |
$16.3K - $20.5K
|
16.2K
$571K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-562- 3.07% |
$17.1K - $21.5K
|
17.7K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-600Closed |
$18.3K - $22.9K
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-618- 13.39% |
$18.8K - $23.6K
|
4K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-672- 10.0% |
$20.5K - $25.7K
|
6.05K
$213K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-708- 31.73% |
$21.6K - $27K
|
1.52K
$53.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-713- 6.83% |
$21.7K - $27.2K
|
9.73K
$342K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-840- 31.05% |
$25.6K - $32.1K
|
1.87K
$65.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-869- 8.36% |
$26.5K - $33.2K
|
9.53K
$335K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.24K- 8.2% |
$37.8K - $47.3K
|
13.9K
$487K
|