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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.01K- 41.2% |
$66.2K - $86.8K
|
2.86K
$101K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.25K- 12.97% |
$74.2K - $97.3K
|
15.1K
$530K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.3K- 28.88% |
$75.9K - $99.5K
|
5.67K
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.33K- 28.66% |
$76.8K - $101K
|
5.79K
$204K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.56K- 30.87% |
$84.4K - $111K
|
5.73K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.69K- 2.91% |
$88.8K - $116K
|
89.8K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 12.92% |
$90.3K - $118K
|
18.5K
$649K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.85K- 28.51% |
$94.1K - $123K
|
7.16K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-3.39K- 30.73% |
$112K - $146K
|
7.63K
$268K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.55K- 29.81% |
$117K - $154K
|
8.37K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.59K- 27.92% |
$118K - $155K
|
9.26K
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-4.06K- 21.16% |
$134K - $176K
|
15.1K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.59K- 98.41% |
$151K - $198K
|
74
$2.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.76K- 48.63% |
$157K - $206K
|
5.03K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.79K- 17.77% |
$158K - $207K
|
22.1K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.81K- 20.48% |
$159K - $208K
|
18.7K
$656K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.86K- 45.6% |
$160K - $210K
|
5.8K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.87K- 25.26% |
$161K - $211K
|
14.4K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.23K- 16.2% |
$172K - $226K
|
27K
$950K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.88K- 38.48% |
$227K - $298K
|
11K
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.95K- 3.92% |
$229K - $301K
|
170K
$5.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.36K- 9.49% |
$243K - $318K
|
70.1K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.53K- 51.63% |
$248K - $325K
|
7.05K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.87K- 14.6% |
$259K - $340K
|
46K
$1.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.88K- 31.02% |
$260K - $341K
|
17.5K
$616K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.98KClosed |
$263K - $345K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-8.04K- 56.75% |
$265K - $348K
|
6.13K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-8.33K- 94.45% |
$275K - $360K
|
489
$17.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.44K- 24.34% |
$278K - $365K
|
26.2K
$922K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10K- 11.79% |
$331K - $434K
|
75.1K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 6.89% |
$367K - $481K
|
150K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11.3K- 48.35% |
$374K - $491K
|
12.1K
$426K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.9K- 39.14% |
$424K - $556K
|
20K
$703K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.3K- 9.9% |
$472K - $619K
|
130K
$4.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-14.7KClosed |
$485K - $636K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 27.07% |
$489K - $642K
|
40K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 14.6% |
$512K - $671K
|
90.8K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16.1K- 51.28% |
$531K - $696K
|
15.3K
$538K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-16.3K- 64.02% |
$536K - $703K
|
9.13K
$321K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-19.1K- 32.28% |
$630K - $826K
|
40.1K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.7K- 12.18% |
$684K - $897K
|
150K
$5.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-21K- 39.5% |
$692K - $908K
|
32.1K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-24.7K- 34.69% |
$816K - $1.07M
|
46.6K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.9K- 20.01% |
$822K - $1.08M
|
99.7K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29.1K- 31.83% |
$961K - $1.26M
|
62.4K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-30.9K- 18.53% |
$1.02M - $1.34M
|
136K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.1K- 79.34% |
$1.06M - $1.39M
|
8.36K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-40.1K- 18.52% |
$1.32M - $1.73M
|
176K
$6.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.7K- 19.27% |
$2.5M - $3.27M
|
317K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-83.5K- 52.7% |
$2.75M - $3.61M
|
75K
$2.63M
|