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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6+ 0.08% |
$274 - $365
|
7.94K
$274K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.1% |
$229 - $304
|
4.8K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
4+ 0.13% |
$183 - $243
|
3.02K
$104K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.05% |
$137 - $182
|
6.22K
$215K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2+ 0.02% |
$91.4 - $122
|
10.7K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.06% |
$45.7 - $60.8
|
1.81K
$62.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.11% |
$45.7 - $60.8
|
928
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.1% |
$45.7 - $60.8
|
1.02K
$35.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.54% |
$45.7 - $60.8
|
185
$6.38K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.05% |
$45.7 - $60.8
|
1.97K
$68K
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1- 0.57% |
$45.7 - $60.8
|
173
$5.97K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 0.46% |
$91.4 - $122
|
435
$15K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5- 12.2% |
$229 - $304
|
36
$1.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5- 12.2% |
$229 - $304
|
36
$1.24K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-13- 0.95% |
$594 - $790
|
1.36K
$47K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-25- 62.5% |
$1.14K - $1.52K
|
15
$518
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-43- 0.92% |
$1.97K - $2.61K
|
4.61K
$159K
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-68- 0.92% |
$3.11K - $4.13K
|
7.35K
$254K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-90- 1.01% |
$4.11K - $5.47K
|
8.78K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-105- 77.78% |
$4.8K - $6.38K
|
30
$1.04K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-113- 18.74% |
$5.17K - $6.86K
|
490
$16.9K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-152- 1.62% |
$6.95K - $9.23K
|
9.25K
$319K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-158- 1.84% |
$7.22K - $9.6K
|
8.41K
$290K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-195- 2.59% |
$8.91K - $11.8K
|
7.34K
$253K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-198- 38.82% |
$9.05K - $12K
|
312
$10.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-199- 4.31% |
$9.1K - $12.1K
|
4.41K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-201- 1.33% |
$9.19K - $12.2K
|
15K
$516K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-216- 7.44% |
$9.87K - $13.1K
|
2.69K
$92.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-231- 1.68% |
$10.6K - $14K
|
13.5K
$467K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-235- 2.05% |
$10.7K - $14.3K
|
11.2K
$387K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-273- 1.93% |
$12.5K - $16.6K
|
13.9K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-320- 39.02% |
$14.6K - $19.4K
|
500
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-332- 4.05% |
$15.2K - $20.2K
|
7.88K
$272K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-340- 11.79% |
$15.5K - $20.7K
|
2.55K
$87.8K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-350- 4.54% |
$16K - $21.3K
|
7.37K
$254K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-355- 4.86% |
$16.2K - $21.6K
|
6.95K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-367- 2.87% |
$16.8K - $22.3K
|
12.4K
$429K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-400- 28.57% |
$18.3K - $24.3K
|
1K
$34.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-400- 33.39% |
$18.3K - $24.3K
|
798
$27.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-406- 7.3% |
$18.6K - $24.7K
|
5.16K
$178K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-454- 11.57% |
$20.8K - $27.6K
|
3.47K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-485- 4.36% |
$22.2K - $29.5K
|
10.6K
$367K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-509- 10.3% |
$23.3K - $30.9K
|
4.43K
$153K
|
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-571- 0.81% |
$26.1K - $34.7K
|
69.7K
$2.41M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-634- 6.34% |
$29K - $38.5K
|
9.37K
$323K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-641- 3.34% |
$29.3K - $38.9K
|
18.6K
$641K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-675- 7.23% |
$30.9K - $41K
|
8.66K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-701Closed |
$32K - $42.6K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-737- 2.06% |
$33.7K - $44.8K
|
35.1K
$1.21M
|