Capital Analysts, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$109.73 - $121.69 $38,954 - $43,199	355 Added 2.57%	14,186 $1.64 Million
Q1 2024 May 14, 2024	SELL	$98.77 - $114.86 $184,897 - $215,017	-1,872 Reduced 11.92%	13,831 $1.59 Million
Q4 2023 Jan 30, 2024	BUY	$85.32 - $105.07 $170,042 - $209,404	1,993 Added 14.54%	15,703 $1.64 Million
Q3 2023 Nov 13, 2023	BUY	$93.06 - $107.86 $1.09 Million - $1.26 Million	11,674 Added 573.38%	13,710 $1.29 Million
Q2 2023 Aug 11, 2023	SELL	$94.41 - $105.64 $3,870 - $4,331	-41 Reduced 1.97%	2,036 $214,000
Q1 2023 May 05, 2023	BUY	$87.19 - $97.66 $34,352 - $38,478	394 Added 23.41%	2,077 $203,000
Q4 2022 Feb 08, 2023	BUY	$73.72 - $93.58 $121,859 - $154,687	1,653 Added 5510.0%	1,683 $147,000
Q3 2022 Nov 14, 2022	BUY	$75.24 - $92.07 $2,257 - $2,762	30 New	30 $2,000

Others Institutions Holding GRID

# of Institutions

273

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

About FIRST TR NASDAQ CLEAN EDGE SMA

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