Purchases and Sales Made in Q3 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 Q3 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 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
925KNew |
$39.1M - $52.1M
|
925K
$30.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
145KNew |
$6.11M - $8.15M
|
145K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.1K+ 25.76% |
$2.66M - $3.55M
|
308K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.6KNew |
$2.1M - $2.8M
|
49.6K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
44.7K+ 25.58% |
$1.89M - $2.52M
|
219K
$7.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38.8K+ 73.45% |
$1.64M - $2.18M
|
91.5K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.7KNew |
$1.47M - $1.95M
|
34.7K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.3KNew |
$732K - $977K
|
17.3K
$570K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.1KNew |
$680K - $907K
|
16.1K
$529K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14.8KNew |
$625K - $834K
|
14.8K
$486K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
12.9K+ 32.2% |
$547K - $729K
|
53.1K
$1.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.8K+ 11.4% |
$539K - $718K
|
125K
$4.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10KNew |
$423K - $564K
|
10K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.66K+ 143.41% |
$366K - $488K
|
14.7K
$483K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.65K+ 36.95% |
$365K - $487K
|
32.1K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.12KNew |
$343K - $458K
|
8.12K
$267K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.98KNew |
$337K - $450K
|
7.98K
$262K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.26K+ 68.33% |
$307K - $409K
|
17.9K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.84KNew |
$289K - $385K
|
6.84K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.42K+ 57.26% |
$271K - $361K
|
17.6K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.84K+ 38.01% |
$247K - $329K
|
21.2K
$696K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.35KNew |
$226K - $302K
|
5.35K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.19KNew |
$219K - $292K
|
5.19K
$170K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5.06KNew |
$214K - $285K
|
5.06K
$166K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.95KNew |
$209K - $279K
|
4.95K
$163K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
4.95K+ 86.69% |
$209K - $279K
|
10.7K
$350K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.82KNew |
$203K - $271K
|
4.82K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.73KNew |
$200K - $267K
|
4.73K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.59K+ 6200.0% |
$194K - $258K
|
4.66K
$153K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.26KNew |
$180K - $240K
|
4.26K
$140K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.22K+ 74.59% |
$178K - $237K
|
9.87K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
4.21K+ 0.79% |
$178K - $237K
|
536K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.8K+ 1.85% |
$161K - $214K
|
209K
$6.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.46K+ 1.62% |
$146K - $195K
|
217K
$7.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
3.24K+ 29.69% |
$137K - $183K
|
14.2K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.93K+ 9.97% |
$124K - $165K
|
32.3K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.79KNew |
$118K - $157K
|
2.79K
$91.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.77K+ 25.51% |
$117K - $156K
|
13.6K
$448K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.41K+ 10.52% |
$102K - $136K
|
25.4K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.17K+ 11.41% |
$91.9K - $122K
|
21.2K
$697K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.84KNew |
$77.7K - $104K
|
1.84K
$60.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.71K+ 15.3% |
$72K - $96.1K
|
12.8K
$422K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.68K+ 2.01% |
$70.9K - $94.5K
|
85.1K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.64K+ 12.71% |
$69.5K - $92.6K
|
14.6K
$479K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.64K+ 1.03% |
$69.2K - $92.3K
|
161K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 28.9% |
$55.5K - $74K
|
5.86K
$192K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 5.47% |
$51.4K - $68.6K
|
23.5K
$771K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 2.29% |
$51K - $68.1K
|
53.9K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.17K+ 11.51% |
$49.3K - $65.7K
|
11.3K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.14K+ 29.01% |
$48.2K - $64.2K
|
5.07K
$167K
|