Latest Institutional Transactions on First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26.9K- 3.25% |
$2.96M - $3.46M
|
803K
$97.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
82.2KNew |
$9.04M - $10.6M
|
82.2K
$10M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.14K- 45.64% |
$346K - $404K
|
3.74K
$457K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.21KNew |
$573K - $669K
|
5.21K
$636K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
133+ 1.32% |
$14.6K - $17.1K
|
10.2K
$1.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-2.07K- 9.23% |
$228K - $266K
|
20.4K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
275+ 14.38% |
$30.3K - $35.3K
|
2.19K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.66KNew |
$403K - $470K
|
3.66K
$447K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32+ 0.78% |
$3.52K - $4.11K
|
4.13K
$504K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.31KNew |
$254K - $297K
|
2.31K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-28- 0.71% |
$3.08K - $3.6K
|
3.91K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.01KNew |
$772K - $901K
|
7.01K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
333+ 0.16% |
$36.6K - $42.8K
|
214K
$26.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 2.79% |
$5.5K - $6.42K
|
1.74K
$213K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
725+ 20.85% |
$79.8K - $93.1K
|
4.2K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
915+ 22.43% |
$101K - $118K
|
4.99K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
44+ 0.3% |
$4.84K - $5.65K
|
14.6K
$1.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.66% |
$110 - $128
|
152
$18.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
675+ 23.33% |
$74.3K - $86.7K
|
3.57K
$435K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$220 - $257
|
3.16K
$386K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
799+ 5.89% |
$87.9K - $103K
|
14.4K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-16- 0.76% |
$1.76K - $2.06K
|
2.1K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
132+ 12.32% |
$14.5K - $17K
|
1.2K
$147K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.23K- 7.95% |
$686K - $801K
|
72.2K
$8.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.89K+ 12.4% |
$428K - $500K
|
35.3K
$4.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 40.0% |
$11K - $12.8K
|
150
$18.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-45- 2.31% |
$4.95K - $5.78K
|
1.9K
$232K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.73K- 6.73% |
$191K - $222K
|
24K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-376- 15.53% |
$41.4K - $48.3K
|
2.05K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-187- 0.43% |
$20.6K - $24K
|
43K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$53.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.73KNew |
$191K - $223K
|
1.73K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-757- 85.54% |
$83.3K - $97.2K
|
128
$15.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
51+ 1.2% |
$5.61K - $6.55K
|
4.31K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-100- 33.33% |
$11K - $12.8K
|
200
$24.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.84KNew |
$313K - $365K
|
2.84K
$347K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 3.63% |
$165K - $193K
|
42.9K
$5.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.02K+ 2.85% |
$332K - $388K
|
109K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
503K+ 18926.44% |
$55.4M - $64.6M
|
506K
$61.7M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 4.2% |
$55K - $64.2K
|
12.4K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.35K+ 6.26% |
$149K - $174K
|
22.9K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
35K+ 1284.71% |
$3.85M - $4.49M
|
37.7K
$4.6M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-17- 0.21% |
$1.87K - $2.18K
|
7.94K
$969K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
666New |
$73.3K - $85.5K
|
666
$81.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.04K- 25.14% |
$224K - $262K
|
6.07K
$740K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
29.3K+ 10.09% |
$3.23M - $3.77M
|
320K
$39.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.93K- 9.44% |
$213K - $248K
|
18.5K
$2.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.66% |
$569K - $664K
|
116K
$14.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$14.6M
|