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 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3- 2.91% |
$127 - $169
|
100
$3.29K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-10- 0.13% |
$423 - $563
|
7.81K
$256K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-13- 0.22% |
$549 - $732
|
5.95K
$196K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-21- 7.34% |
$887 - $1.18K
|
265
$8.71K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-22- 0.39% |
$930 - $1.24K
|
5.63K
$185K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.45% |
$1.06K - $1.41K
|
5.48K
$180K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-28- 0.48% |
$1.18K - $1.58K
|
5.84K
$192K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 8.11% |
$1.52K - $2.03K
|
408
$13.4K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37- 3.94% |
$1.56K - $2.08K
|
902
$29.6K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-66- 72.53% |
$2.79K - $3.72K
|
25
$821
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 3.73% |
$3.13K - $4.17K
|
1.91K
$62.7K
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-75- 1.18% |
$3.17K - $4.23K
|
6.29K
$206K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-76- 5.32% |
$3.21K - $4.28K
|
1.35K
$44.4K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-86- 0.88% |
$3.63K - $4.85K
|
9.74K
$320K
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 21.05% |
$4.23K - $5.63K
|
375
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-109- 1.22% |
$4.61K - $6.14K
|
8.82K
$290K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-124- 4.52% |
$5.24K - $6.99K
|
2.62K
$86.1K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-140- 6.2% |
$5.92K - $7.89K
|
2.12K
$69.5K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-203- 1.73% |
$8.58K - $11.4K
|
11.5K
$379K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-205- 2.6% |
$8.66K - $11.5K
|
7.68K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-216- 2.41% |
$9.13K - $12.2K
|
8.73K
$287K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-219- 1.82% |
$9.25K - $12.3K
|
11.8K
$388K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-242- 21.67% |
$10.2K - $13.6K
|
875
$28.7K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-244- 55.08% |
$10.3K - $13.7K
|
199
$6.54K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-261- 1.42% |
$11K - $14.7K
|
18.1K
$596K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-290- 3.98% |
$12.3K - $16.3K
|
7.01K
$230K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-300- 2.65% |
$12.7K - $16.9K
|
11K
$362K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-319- 4.86% |
$13.5K - $18K
|
6.24K
$205K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-326- 2.4% |
$13.8K - $18.4K
|
13.2K
$435K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-335- 3.52% |
$14.2K - $18.9K
|
9.17K
$301K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-349- 5.0% |
$14.7K - $19.7K
|
6.63K
$218K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-380- 16.21% |
$16.1K - $21.4K
|
1.96K
$64.5K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-386- 7.35% |
$16.3K - $21.7K
|
4.87K
$160K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-402- 9.11% |
$17K - $22.6K
|
4.01K
$132K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-446- 61.26% |
$18.8K - $25.1K
|
282
$9.26K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-520- 40.82% |
$22K - $29.3K
|
754
$24.8K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-525- 4.51% |
$22.2K - $29.6K
|
11.1K
$365K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-563- 6.6% |
$23.8K - $31.7K
|
7.97K
$262K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-609- 0.65% |
$25.7K - $34.3K
|
92.5K
$3.04M
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-707- 6.37% |
$29.9K - $39.8K
|
10.4K
$341K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-710- 6.07% |
$30K - $40K
|
11K
$361K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-734- 2.28% |
$31K - $41.4K
|
31.4K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-752- 5.27% |
$31.8K - $42.4K
|
13.5K
$444K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-765- 7.26% |
$32.3K - $43.1K
|
9.77K
$321K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-791- 5.71% |
$33.4K - $44.6K
|
13.1K
$429K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-809- 4.03% |
$34.2K - $45.6K
|
19.3K
$633K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-941- 2.78% |
$39.8K - $53K
|
32.9K
$1.08M
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-960- 34.29% |
$40.6K - $54.1K
|
1.84K
$60.4K
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-999- 17.54% |
$42.2K - $56.3K
|
4.7K
$154K
|