Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$48.7K - $63.9K
|
1.48K
$48.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.47K+ 10.9% |
$48.6K - $63.7K
|
15K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.44K+ 8.17% |
$47.5K - $62.2K
|
19.1K
$629K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.36K+ 23.22% |
$44.9K - $58.9K
|
7.22K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.3K+ 5.54% |
$43K - $56.4K
|
24.8K
$819K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 8.45% |
$40.9K - $53.7K
|
15.9K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.15KNew |
$37.8K - $49.5K
|
1.15K
$37.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.08KNew |
$35.7K - $46.8K
|
1.08K
$35.8K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
936+ 158.64% |
$30.9K - $40.5K
|
1.53K
$50.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
908+ 4.55% |
$29.9K - $39.3K
|
20.9K
$690K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
732+ 6.48% |
$24.1K - $31.7K
|
12K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
698+ 4.3% |
$23K - $30.2K
|
16.9K
$559K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
616+ 2.02% |
$20.3K - $26.6K
|
31.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
567+ 5.46% |
$18.7K - $24.5K
|
11K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
540+ 8.27% |
$17.8K - $23.4K
|
7.07K
$234K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
522New |
$17.2K - $22.6K
|
522
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
490+ 3.25% |
$16.2K - $21.2K
|
15.6K
$515K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
400New |
$13.2K - $17.3K
|
400
$13.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
386New |
$12.7K - $16.7K
|
386
$12.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 17.64% |
$11.1K - $14.6K
|
2.25K
$74.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
297+ 6.13% |
$9.8K - $12.8K
|
5.14K
$170K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
287New |
$9.47K - $12.4K
|
287
$9.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
257New |
$8.48K - $11.1K
|
257
$8.49K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$6.6K - $8.65K
|
200
$6.61K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$6.6K - $8.65K
|
200
$6.61K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
171New |
$5.64K - $7.4K
|
171
$5.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
152New |
$5.01K - $6.57K
|
152
$5.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
143+ 93.46% |
$4.72K - $6.18K
|
296
$9.78K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
117+ 75.48% |
$3.86K - $5.06K
|
272
$8.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
106+ 0.78% |
$3.5K - $4.58K
|
13.7K
$454K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 11.09% |
$3.3K - $4.33K
|
1K
$33.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
84New |
$2.77K - $3.63K
|
84
$2.77K
|
|
|
Feb 02, 2024
Q4 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
70+ 1.11% |
$2.31K - $3.03K
|
6.36K
$210K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
65+ 3250.0% |
$2.14K - $2.81K
|
67
$2.21K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
62New |
$2.04K - $2.68K
|
62
$2.05K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61New |
$2.01K - $2.64K
|
61
$2.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
35New |
$1.15K - $1.51K
|
35
$1.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
30New |
$989 - $1.3K
|
30
$991
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 13.94% |
$759 - $995
|
188
$6.21K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
19+ 9.13% |
$627 - $822
|
227
$7.5K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19+ 0.33% |
$627 - $822
|
5.86K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 0.58% |
$363 - $476
|
1.9K
$62.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9+ 75.0% |
$297 - $389
|
21
$694
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.18% |
$297 - $389
|
5.07K
$167K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$66 - $86.5
|
2
$66.1
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$66 - $86.5
|
4.82K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13- 4.91% |
$429 - $562
|
252
$8.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-25- 0.43% |
$824 - $1.08K
|
5.83K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 0.9% |
$824 - $1.08K
|
2.77K
$91.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34- 11.85% |
$1.12K - $1.47K
|
253
$8.36K
|