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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.14K+ 4.73% |
$48.2K - $64.2K
|
25.2K
$829K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
1.01KNew |
$42.8K - $57K
|
1.01K
$33.2K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
975New |
$41.2K - $54.9K
|
975
$32K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
835+ 4.55% |
$35.3K - $47K
|
19.2K
$630K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
813+ 2.35% |
$34.3K - $45.8K
|
35.5K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
803+ 9.97% |
$33.9K - $45.2K
|
8.86K
$291K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
770New |
$32.5K - $43.4K
|
770
$25.3K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
679+ 2.27% |
$28.7K - $38.3K
|
30.5K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
642+ 57.07% |
$27.1K - $36.2K
|
1.77K
$58K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
634+ 1.42% |
$26.8K - $35.7K
|
45.3K
$1.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
607+ 6.61% |
$25.6K - $34.2K
|
9.79K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
582+ 1.46% |
$24.6K - $32.8K
|
40.5K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
541+ 32.73% |
$22.9K - $30.5K
|
2.19K
$72.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
534+ 0.29% |
$22.6K - $30.1K
|
186K
$6.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
468+ 0.61% |
$19.8K - $26.4K
|
77.5K
$2.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
463+ 2.37% |
$19.6K - $26.1K
|
20K
$656K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
415+ 127.3% |
$17.5K - $23.4K
|
741
$24.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
378+ 2.57% |
$16K - $21.3K
|
15.1K
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
370+ 23.93% |
$15.6K - $20.8K
|
1.92K
$62.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
348+ 3.64% |
$14.7K - $19.6K
|
9.92K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
275New |
$11.6K - $15.5K
|
275
$9.03K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
275+ 3.43% |
$11.6K - $15.5K
|
8.29K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
168+ 2.2% |
$7.1K - $9.47K
|
7.81K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
163+ 7.49% |
$6.89K - $9.18K
|
2.34K
$76.9K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
162+ 26.78% |
$6.84K - $9.13K
|
767
$25.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
162+ 26.78% |
$6.84K - $9.13K
|
767
$25.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
156New |
$6.59K - $8.79K
|
156
$5.12K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
153New |
$6.46K - $8.62K
|
153
$5.03K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
152+ 2.66% |
$6.42K - $8.56K
|
5.86K
$193K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
150+ 19.48% |
$6.34K - $8.45K
|
920
$30.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
130+ 13.74% |
$5.49K - $7.32K
|
1.08K
$35.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
126+ 0.54% |
$5.32K - $7.1K
|
23.4K
$768K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
117+ 1.75% |
$4.94K - $6.59K
|
6.8K
$223K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
76+ 1.59% |
$3.21K - $4.28K
|
4.84K
$159K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 33.14% |
$2.45K - $3.27K
|
233
$7.65K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
56New |
$2.37K - $3.16K
|
56
$1.84K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
55New |
$2.32K - $3.1K
|
55
$1.81K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
54New |
$2.28K - $3.04K
|
54
$1.77K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
38+ 0.22% |
$1.61K - $2.14K
|
17.2K
$565K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
35+ 1.73% |
$1.48K - $1.97K
|
2.06K
$67.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 25.0% |
$1.39K - $1.86K
|
165
$5.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
27+ 16.17% |
$1.14K - $1.52K
|
194
$6.37K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 32.1% |
$1.1K - $1.46K
|
107
$3.51K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
26+ 0.3% |
$1.1K - $1.46K
|
8.8K
$289K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23+ 0.44% |
$972 - $1.3K
|
5.26K
$173K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$423 - $563
|
10
$329
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 3.48% |
$296 - $394
|
208
$6.83K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.82% |
$254 - $338
|
335
$11K
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.01% |
$42.3 - $56.3
|
6.98K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.66% |
$42.3 - $56.3
|
153
$5.03K
|