Purchases and Sales Made in Q4 2022 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 2022. 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
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
635+ 49.88% |
$29K - $38.6K
|
1.91K
$65.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
631+ 3.75% |
$28.8K - $38.3K
|
17.5K
$602K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
630New |
$28.8K - $38.3K
|
630
$21.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
610+ 13.28% |
$27.9K - $37.1K
|
5.21K
$180K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
550New |
$25.1K - $33.4K
|
550
$19K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
525New |
$24K - $31.9K
|
525
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
515+ 7.8% |
$23.5K - $31.3K
|
7.12K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
500New |
$22.9K - $30.4K
|
500
$17.3K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
498New |
$22.8K - $30.3K
|
498
$17.2K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
481+ 240.5% |
$22K - $29.2K
|
681
$23.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
481New |
$22K - $29.2K
|
481
$16.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
480+ 100.0% |
$21.9K - $29.2K
|
960
$33.1K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
450+ 3.15% |
$20.6K - $27.3K
|
14.7K
$508K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
415New |
$19K - $25.2K
|
415
$14.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
401+ 53.47% |
$18.3K - $24.4K
|
1.15K
$39.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
400+ 266.67% |
$18.3K - $24.3K
|
550
$19K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
395+ 8.88% |
$18.1K - $24K
|
4.84K
$167K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
382+ 7.87% |
$17.5K - $23.2K
|
5.24K
$181K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
333+ 6.28% |
$15.2K - $20.2K
|
5.64K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
299+ 0.8% |
$13.7K - $18.2K
|
37.9K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
267+ 0.3% |
$12.2K - $16.2K
|
87.8K
$3.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
258+ 1.74% |
$11.8K - $15.7K
|
15.1K
$521K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
250New |
$11.4K - $15.2K
|
250
$8.63K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
239+ 4.55% |
$10.9K - $14.5K
|
5.5K
$190K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
226+ 2.46% |
$10.3K - $13.7K
|
9.43K
$325K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
218+ 0.65% |
$9.96K - $13.2K
|
33.8K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
218+ 36.21% |
$9.96K - $13.2K
|
820
$28.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
201New |
$9.19K - $12.2K
|
201
$6.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
180+ 4.13% |
$8.23K - $10.9K
|
4.54K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
167+ 17.77% |
$7.63K - $10.1K
|
1.11K
$38.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
162+ 1.01% |
$7.41K - $9.84K
|
16.2K
$560K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
155New |
$7.09K - $9.42K
|
155
$5.35K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$6.99K - $9.29K
|
153
$5.28K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
153New |
$6.99K - $9.29K
|
153
$5.28K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
150New |
$6.86K - $9.11K
|
150
$5.18K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
150+ 2.15% |
$6.86K - $9.11K
|
7.14K
$246K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
142+ 1.63% |
$6.49K - $8.63K
|
8.83K
$305K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
103New |
$4.71K - $6.26K
|
103
$3.55K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100+ 23.53% |
$4.57K - $6.08K
|
525
$18.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
86+ 1.66% |
$3.93K - $5.22K
|
5.27K
$182K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
60+ 1.37% |
$2.74K - $3.65K
|
4.44K
$153K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
45+ 1.32% |
$2.06K - $2.73K
|
3.44K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.55K - $2.07K
|
34
$1.17K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
26+ 0.29% |
$1.19K - $1.58K
|
9.02K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 34.29% |
$1.1K - $1.46K
|
94
$3.24K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
23+ 0.11% |
$1.05K - $1.4K
|
21.3K
$736K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 5.0% |
$686 - $911
|
315
$10.9K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.2% |
$594 - $790
|
6.66K
$230K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
12New |
$549 - $729
|
12
$414
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12+ 0.21% |
$549 - $729
|
5.66K
$195K
|