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 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.08K+ 3.76% |
$229K - $267K
|
57.4K
$6.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.13KNew |
$234K - $273K
|
2.13K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$880 - $1.03K
|
8
$965
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
395+ 60.4% |
$43.5K - $50.7K
|
1.05K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
2.49KNew |
$274K - $320K
|
2.49K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-51- 2.2% |
$5.61K - $6.55K
|
2.27K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-434- 3.24% |
$47.8K - $55.7K
|
12.9K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.25K- 19.89% |
$138K - $161K
|
5.03K
$607K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.2K+ 22.93% |
$10.6M - $12.4M
|
516K
$62.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.73KNew |
$300K - $351K
|
2.73K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-40- 20.51% |
$4.4K - $5.14K
|
155
$18.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.65K - $1.93K
|
2.35K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
324+ 11.74% |
$35.7K - $41.6K
|
3.08K
$372K
|
|
|
Nov 06, 2024
Q3 2024
|
Pecaut & Co.
|
BUY
|
- |
1.47K+ 8.19% |
$162K - $189K
|
19.4K
$2.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15.3K- 35.93% |
$1.69M - $1.97M
|
27.3K
$3.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6K- 33.62% |
$4.14M - $4.83M
|
74.3K
$8.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.03KNew |
$224K - $261K
|
2.03K
$245K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
31.3K+ 81.67% |
$3.44M - $4.02M
|
69.6K
$8.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10.7K+ 248.99% |
$1.18M - $1.37M
|
15K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.61K- 28.51% |
$177K - $206K
|
4.02K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.02K- 54.02% |
$993K - $1.16M
|
7.68K
$926K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-26.9K- 3.25% |
$2.96M - $3.46M
|
803K
$96.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.14K- 45.64% |
$346K - $404K
|
3.74K
$452K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.21KNew |
$573K - $669K
|
5.21K
$628K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
7.01KNew |
$772K - $901K
|
7.01K
$846K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.31KNew |
$254K - $297K
|
2.31K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32+ 0.78% |
$3.52K - $4.11K
|
4.13K
$498K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
725+ 20.85% |
$79.8K - $93.1K
|
4.2K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
915+ 22.43% |
$101K - $118K
|
4.99K
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
44+ 0.3% |
$4.84K - $5.65K
|
14.6K
$1.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.23K- 7.95% |
$686K - $801K
|
72.2K
$8.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.73K- 6.73% |
$191K - $222K
|
24K
$2.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$725K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$52.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-757- 85.54% |
$83.3K - $97.2K
|
128
$15.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.84KNew |
$313K - $365K
|
2.84K
$343K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
666New |
$73.3K - $85.5K
|
666
$80.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.03KNew |
$553K - $646K
|
5.03K
$606K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 24.44% |
$1.32M - $1.54M
|
61.1K
$7.37M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-175- 6.13% |
$19.3K - $22.5K
|
2.68K
$323K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$14.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.66% |
$569K - $664K
|
116K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$6.93K - $8.09K
|
63
$7.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 770.04% |
$1.63M - $1.9M
|
16.7K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.6KNew |
$176K - $205K
|
1.6K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4.84K - $5.65K
|
44
$5.31K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-436- 20.03% |
$48K - $56K
|
1.74K
$210K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
19.5KNew |
$2.15M - $2.51M
|
19.5K
$2.36M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360Closed |
$39.6K - $46.2K
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-815- 4.71% |
$89.7K - $105K
|
16.5K
$1.99M
|