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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
9.12KNew |
$795K - $890K
|
9.12K
$1.35M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.09K+ 45.16% |
$357K - $399K
|
13.1K
$1.95M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-232- 10.27% |
$20.2K - $22.7K
|
2.03K
$301K
|
|
Q4 2022 | |||||||
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.45KNew |
$181K - $229K
|
2.45K
$363K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-119- 19.44% |
$8.77K - $11.1K
|
493
$73.1K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-657K- 98.85% |
$48.4M - $61.5M
|
7.62K
$1.13M
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
908+ 2.89% |
$66.9K - $85K
|
32.3K
$4.79M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-2.95K- 11.84% |
$218K - $276K
|
22K
$3.26M
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
60New |
$4.42K - $5.61K
|
60
$8.9K
|
|
Q3 2022 | |||||||
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.07% |
$1.28K - $1.57K
|
23.4K
$3.47M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$7.67K - $9.39K
|
102
$15.1K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
700New |
$52.7K - $64.4K
|
700
$104K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-707- 19.46% |
$53.2K - $65.1K
|
2.93K
$434K
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.56KClosed |
$193K - $236K
|
0
$0
|
|
Q2 2022 | |||||||
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-110Closed |
$8.46K - $10.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$1.2M - $1.48M
|
15.6K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
150New |
$11.5K - $14.3K
|
150
$22.2K
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.43KClosed |
$187K - $231K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$462 - $571
|
6
$890
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49KClosed |
$191K - $237K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-30Closed |
$2.31K - $2.86K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
75+ 2.64% |
$5.77K - $7.14K
|
2.91K
$432K
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
BUY
|
- |
10.7KNew |
$820K - $1.02M
|
10.7K
$1.58M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25- 6.94% |
$1.92K - $2.38K
|
335
$49.7K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-550Closed |
$42.3K - $52.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$770 - $952
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.51KClosed |
$193K - $239K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-15.1K- 78.87% |
$1.17M - $1.44M
|
4.06K
$601K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-70Closed |
$5.39K - $6.67K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.36KClosed |
$105K - $130K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.8K- 36.22% |
$139K - $171K
|
3.17K
$470K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.57KClosed |
$275K - $340K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22Closed |
$1.84K - $2.28K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.24KClosed |
$187K - $232K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.11KClosed |
$260K - $322K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119New |
$9.96K - $12.3K
|
119
$17.6K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20New |
$1.67K - $2.07K
|
20
$2.97K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.64KClosed |
$472K - $584K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.2KClosed |
$1.11M - $1.37M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-95Closed |
$7.95K - $9.83K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.06KClosed |
$172K - $213K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-5.1KClosed |
$426K - $527K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-314Closed |
$26.3K - $32.5K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
350New |
$32.3K - $37.1K
|
350
$51.9K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-34Closed |
$3.14K - $3.6K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
216New |
$20K - $22.9K
|
216
$32K
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-12.4KClosed |
$1.15M - $1.32M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4.94KNew |
$456K - $523K
|
4.94K
$732K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-132- 50.0% |
$12.2K - $14K
|
132
$19.6K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5KNew |
$462K - $529K
|
5K
$741K
|