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 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
$14.4K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20New |
$1.67K - $2.07K
|
20
$2.41K
|
|
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
$42.2K
|
|
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
$26.1K
|
|
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
$596K
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-132- 50.0% |
$12.2K - $14K
|
132
$15.9K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5KNew |
$462K - $529K
|
5K
$603K
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.92KClosed |
$623K - $692K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-59Closed |
$5.31K - $5.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-227Closed |
$20.4K - $22.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
90New |
$8.1K - $9K
|
90
$10.9K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-100Closed |
$9K - $10K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-28.7KClosed |
$2.44M - $2.67M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-30Closed |
$2.55K - $2.79K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-75Closed |
$6.37K - $6.98K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-26.9KClosed |
$2.29M - $2.51M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.39KClosed |
$203K - $222K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-300Closed |
$25.5K - $27.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.5KClosed |
$297K - $326K
|
0
$0
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-150Closed |
$12.1K - $13.2K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-136Closed |
$11K - $12K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-180Closed |
$7.19K - $10.4K
|
0
$0
|
|
Q1 2020 | |||||||
May 04, 2020
Q1 2020
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-11KClosed |
$403K - $678K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 05, 2019
Q2 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-501Closed |
$21.7K - $24.2K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-225Closed |
$8.39K - $10.7K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-138Closed |
$6.56K - $7.01K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-614Closed |
$29.2K - $31.2K
|
0
$0
|
|
Q1 2018 | |||||||
Mar 24, 2023
Q1 2018
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.11K- 86.22% |
$345K - $381K
|
1.14K
$137K
|
|
May 10, 2018
Q1 2018
|
Wbi Investments, Inc.
|
SELL
|
- |
-49.5KClosed |
$2.4M - $2.65M
|
0
$0
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.96KClosed |
$144K - $152K
|
0
$0
|
|
Jan 11, 2018
Q4 2017
|
Trust CO
|
SELL
|
- |
-1.67KClosed |
$81.4K - $85.9K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$48.6 - $49.1
|
1
$121
|