Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
350+ 9.66% |
$21.6K - $24.1K
|
3.98K
$140K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
349+ 3.81% |
$21.5K - $24K
|
9.51K
$334K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
303+ 4.7% |
$18.7K - $20.8K
|
6.75K
$237K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
286+ 6.77% |
$17.7K - $19.7K
|
4.51K
$159K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
276+ 276.0% |
$17K - $19K
|
376
$13.2K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
256+ 3.76% |
$15.8K - $17.6K
|
7.06K
$248K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
255New |
$15.7K - $17.5K
|
255
$8.96K
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
239+ 6.17% |
$14.8K - $16.4K
|
4.11K
$145K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
214+ 5.29% |
$13.2K - $14.7K
|
4.26K
$150K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
203+ 2.79% |
$12.5K - $14K
|
7.49K
$263K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200+ 50.0% |
$12.3K - $13.8K
|
600
$21.1K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$12.3K - $13.8K
|
200
$7.03K
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
165+ 3.85% |
$10.2K - $11.3K
|
4.45K
$156K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
147+ 45.09% |
$9.07K - $10.1K
|
473
$16.6K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
144+ 52.55% |
$8.89K - $9.9K
|
418
$14.7K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
105New |
$6.48K - $7.22K
|
105
$3.69K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
104+ 2.39% |
$6.42K - $7.15K
|
4.46K
$157K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
100+ 1.3% |
$6.17K - $6.88K
|
7.79K
$273K
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
100+ 1.5% |
$6.17K - $6.88K
|
6.75K
$237K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
83New |
$5.12K - $5.71K
|
83
$2.92K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
78+ 1.2% |
$4.81K - $5.36K
|
6.56K
$231K
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
72+ 0.15% |
$4.44K - $4.95K
|
46.8K
$1.65M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
55+ 1.3% |
$3.39K - $3.78K
|
4.28K
$150K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
48+ 0.71% |
$2.96K - $3.3K
|
6.78K
$238K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
27New |
$1.67K - $1.86K
|
27
$949
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
22+ 3.68% |
$1.36K - $1.51K
|
620
$21.8K
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
21New |
$1.3K - $1.44K
|
21
$738
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 4.44% |
$864 - $963
|
329
$11.6K
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$617 - $688
|
10
$351
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
5+ 2.98% |
$309 - $344
|
173
$6.08K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3+ 0.0% |
$185 - $206
|
192K
$6.74M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$61.7 - $68.8
|
4.8K
$169K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$61.7 - $68.8
|
3.62K
$127K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.01% |
$370 - $413
|
40.5K
$1.42M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.01% |
$370 - $413
|
40.5K
$1.42M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-13- 0.08% |
$802 - $894
|
15.9K
$557K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-15Closed |
$926 - $1.03K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20- 2.16% |
$1.23K - $1.38K
|
905
$31.8K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-30- 0.33% |
$1.85K - $2.06K
|
9.03K
$317K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 33.33% |
$2.22K - $2.48K
|
72
$2.53K
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-39- 0.7% |
$2.41K - $2.68K
|
5.57K
$196K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 11.17% |
$2.65K - $2.96K
|
342
$12K
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 5.12% |
$3.09K - $3.44K
|
926
$32.5K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 9.07% |
$3.09K - $3.44K
|
501
$17.6K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-58Closed |
$3.58K - $3.99K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-65- 0.38% |
$4.01K - $4.47K
|
17.1K
$602K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-95- 0.88% |
$5.86K - $6.53K
|
10.7K
$374K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-100- 1.81% |
$6.17K - $6.88K
|
5.43K
$191K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-106- 0.5% |
$6.54K - $7.29K
|
21.2K
$746K
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-113- 1.46% |
$6.97K - $7.77K
|
7.62K
$268K
|