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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.25K+ 52.49% |
$420K - $488K
|
12.3K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 62.5% |
$19.8K - $23K
|
520
$77.1K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
160New |
$13.7K - $16.8K
|
160
$23.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$7.17K - $8.83K
|
84
$12.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$300K - $369K
|
3.52K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
525New |
$44.8K - $55.2K
|
525
$77.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56New |
$4.78K - $5.88K
|
56
$8.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49New |
$4.18K - $5.15K
|
49
$7.26K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 8.4% |
$2.9K - $3.57K
|
439
$65.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$171 - $210
|
2
$297
|
|
|
Jan 12, 2024
Q4 2023
|
Dudley & Shanley, Inc.
|
SELL
|
- |
-18K- 27.73% |
$1.54M - $1.89M
|
46.9K
$6.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-231- 6.89% |
$19.7K - $24.3K
|
3.12K
$463K
|
|
| Q3 2023 | |||||||
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.39K- 28.46% |
$222K - $257K
|
6K
$890K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$1.22M - $1.41M
|
13.1K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$93.1 - $108
|
184
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
122K+ 64.65% |
$11.4M - $13.2M
|
311K
$46.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$6.51K - $7.55K
|
70
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
100New |
$9.31K - $10.8K
|
100
$14.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-182K- 67.23% |
$17M - $19.7M
|
88.9K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.41% |
$7.07K - $8.2K
|
5.46K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 4.27% |
$7.63K - $8.84K
|
2K
$297K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.29KNew |
$678K - $786K
|
7.29K
$1.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108New |
$10.1K - $11.6K
|
108
$16K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
65New |
$6.05K - $7.01K
|
65
$9.64K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.16K - $3.67K
|
34
$5.04K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
636New |
$59.2K - $68.6K
|
636
$94.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
81+ 0.73% |
$7.54K - $8.74K
|
11.3K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$445
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$4.45K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.15K- 15.63% |
$109K - $122K
|
6.21K
$921K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
63New |
$5.95K - $6.66K
|
63
$9.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.92KNew |
$181K - $203K
|
1.92K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-15.7K- 63.77% |
$1.48M - $1.65M
|
8.9K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.48% |
$1.7K - $1.9K
|
3.7K
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$7.08K - $7.92K
|
75
$11.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.03KNew |
$192K - $215K
|
2.03K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-506- 63.73% |
$47.8K - $53.5K
|
288
$42.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.19K- 8.48% |
$112K - $125K
|
12.8K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-377- 18.6% |
$35.6K - $39.8K
|
1.65K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$297K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 66.67% |
$18.9K - $21.1K
|
500
$74.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$4.44K - $4.97K
|
47
$6.97K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-120- 50.0% |
$11.3K - $12.7K
|
120
$17.8K
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
2.14KNew |
$202K - $226K
|
2.14K
$317K
|
|
| Q1 2023 | |||||||
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.05KNew |
$179K - $200K
|
2.05K
$304K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.03K+ 4111.22% |
$351K - $393K
|
4.13K
$612K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 25.0% |
$2.53K - $2.83K
|
87
$12.9K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.1K+ 34.11% |
$96.2K - $108K
|
4.34K
$643K
|
|