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 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 28.3% |
$151K - $177K
|
3.48K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.22K+ 9.06% |
$135K - $157K
|
14.7K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1+ 0.01% |
$110 - $128
|
9.17K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4New |
$440 - $514
|
4
$593
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$864K - $1.01M
|
7.85K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$880 - $1.03K
|
8
$1.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-40- 20.51% |
$4.4K - $5.14K
|
155
$23K
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
2.49KNew |
$274K - $320K
|
2.49K
$369K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.65K - $1.93K
|
2.35K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.61K- 28.51% |
$177K - $206K
|
4.02K
$597K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$891K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$65.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.03KNew |
$553K - $646K
|
5.03K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-175- 6.13% |
$19.3K - $22.5K
|
2.68K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 24.44% |
$1.32M - $1.54M
|
61.1K
$9.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$6.93K - $8.09K
|
63
$9.34K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 770.04% |
$1.63M - $1.9M
|
16.7K
$2.48M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$342K - $379K
|
3.12K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$256K - $284K
|
2.33K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-140- 4.08% |
$15.4K - $17K
|
3.29K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
467New |
$51.2K - $56.8K
|
467
$69.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.17KNew |
$238K - $264K
|
2.17K
$321K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355+ 2.57% |
$39K - $43.2K
|
14.2K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58New |
$6.36K - $7.06K
|
58
$8.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-109- 0.61% |
$12K - $13.3K
|
17.9K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.81KNew |
$308K - $342K
|
2.81K
$417K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
583+ 32.09% |
$64K - $70.9K
|
2.4K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.39K+ 230.91% |
$481K - $534K
|
6.28K
$932K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
88New |
$9.66K - $10.7K
|
88
$13K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18.2KNew |
$2M - $2.22M
|
18.2K
$2.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-206- 3.77% |
$22.6K - $25.1K
|
5.25K
$779K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.05KNew |
$115K - $128K
|
1.05K
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-42- 5.42% |
$4.61K - $5.11K
|
733
$109K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
94New |
$10.3K - $11.4K
|
94
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
107KNew |
$11.7M - $13M
|
107K
$15.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.96KNew |
$654K - $725K
|
5.96K
$884K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2KNew |
$219K - $243K
|
2K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62New |
$6.8K - $7.54K
|
62
$9.19K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-349- 11.72% |
$38.3K - $42.5K
|
2.63K
$390K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
72New |
$7.9K - $8.76K
|
72
$10.7K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6Closed |
$593 - $689
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-81- 3.97% |
$8K - $9.3K
|
1.96K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 58.33% |
$2.77K - $3.22K
|
20
$2.97K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 3.36% |
$103K - $119K
|
29.9K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.5KNew |
$2.03M - $2.36M
|
20.5K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.09K - $1.26K
|
11
$1.63K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$4.15K - $4.82K
|
42
$6.23K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$5.83K - $6.78K
|
59
$8.75K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
155+ 2.29% |
$15.3K - $17.8K
|
6.93K
$1.03M
|
|