Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
175New |
$10.6K - $14.3K
|
175
$5.75K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
166+ 4.74% |
$10.1K - $13.6K
|
3.67K
$120K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
149New |
$9.06K - $12.2K
|
149
$4.89K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 0.86% |
$9K - $12.1K
|
17.3K
$568K
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
128New |
$7.78K - $10.5K
|
128
$4.2K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
121+ 73.78% |
$7.36K - $9.88K
|
285
$9.36K
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
116+ 1.6% |
$7.05K - $9.48K
|
7.35K
$242K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
112New |
$6.81K - $9.15K
|
112
$3.68K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
107+ 1.15% |
$6.51K - $8.74K
|
9.4K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100+ 1000.0% |
$6.08K - $8.17K
|
110
$3.61K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
96+ 1.01% |
$5.84K - $7.84K
|
9.6K
$315K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
93New |
$5.66K - $7.6K
|
93
$3.06K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
80+ 16.0% |
$4.86K - $6.54K
|
580
$19.1K
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
BUY
|
- |
80+ 5.09% |
$4.86K - $6.54K
|
1.65K
$54.2K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
55New |
$3.34K - $4.49K
|
55
$1.81K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
51+ 0.28% |
$3.1K - $4.17K
|
18.4K
$606K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 27.32% |
$3.04K - $4.08K
|
233
$7.65K
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
50+ 1.25% |
$3.04K - $4.08K
|
4.05K
$133K
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
49+ 0.49% |
$2.98K - $4K
|
10K
$329K
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
48New |
$2.92K - $3.92K
|
48
$1.58K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
33+ 55.0% |
$2.01K - $2.7K
|
93
$3.06K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$1.89K - $2.53K
|
31
$1.02K
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
30+ 0.67% |
$1.82K - $2.45K
|
4.48K
$147K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
24+ 4.05% |
$1.46K - $1.96K
|
617
$20.3K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 4.49% |
$1.22K - $1.63K
|
465
$15.3K
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19New |
$1.16K - $1.55K
|
19
$624
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
15New |
$912 - $1.23K
|
15
$493
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.22% |
$730 - $980
|
5.46K
$179K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
12New |
$730 - $980
|
12
$394
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
10+ 0.25% |
$608 - $817
|
4.05K
$133K
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
7New |
$426 - $572
|
7
$230
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-14- 0.25% |
$851 - $1.14K
|
5.55K
$182K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 15.79% |
$912 - $1.23K
|
80
$2.63K
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-20- 0.55% |
$1.22K - $1.63K
|
3.58K
$118K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-21Closed |
$1.28K - $1.72K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-35- 10.23% |
$2.13K - $2.86K
|
307
$10.1K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-36- 3.08% |
$2.19K - $2.94K
|
1.13K
$37.2K
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-45- 0.15% |
$2.74K - $3.68K
|
30.1K
$989K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-45- 4.97% |
$2.74K - $3.68K
|
860
$28.3K
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-56- 0.83% |
$3.41K - $4.57K
|
6.73K
$221K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-58- 1.19% |
$3.53K - $4.74K
|
4.83K
$159K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-59- 1.21% |
$3.59K - $4.82K
|
4.83K
$159K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-60- 1.45% |
$3.65K - $4.9K
|
4.09K
$134K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-61- 0.3% |
$3.71K - $4.98K
|
20.5K
$672K
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-77- 0.85% |
$4.68K - $6.29K
|
8.96K
$294K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-102- 1.88% |
$6.2K - $8.33K
|
5.32K
$175K
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-105Closed |
$6.39K - $8.58K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-117- 19.76% |
$7.11K - $9.56K
|
475
$15.6K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-126- 0.26% |
$7.66K - $10.3K
|
48.5K
$1.59M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160Closed |
$9.73K - $13.1K
|
0
$0
|