Latest Institutional Purchases of First Tr Nasdaq Clean Edge Sma (GRID)
This list provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.79KNew |
$177K - $206K
|
1.79K
$218K
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
264+ 12.86% |
$26.1K - $30.3K
|
2.32K
$282K
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
200+ 62.5% |
$19.8K - $23K
|
520
$63.3K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
155+ 2.29% |
$15.3K - $17.8K
|
6.93K
$843K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
120+ 1.91% |
$11.9K - $13.8K
|
6.4K
$780K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
100+ 66.67% |
$9.88K - $11.5K
|
250
$30.4K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
59New |
$5.83K - $6.78K
|
59
$7.18K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
42New |
$4.15K - $4.82K
|
42
$5.11K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
11New |
$1.09K - $1.26K
|
11
$1.34K
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5+ 0.11% |
$494 - $574
|
4.6K
$560K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.09% |
$198 - $230
|
2.22K
$270K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.67% |
$98.8 - $115
|
151
$18.4K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.04% |
$98.8 - $115
|
2.54K
$310K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.52KNew |
$300K - $369K
|
3.52K
$428K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$243K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
2KNew |
$170K - $210K
|
2K
$243K
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
525New |
$44.8K - $55.2K
|
525
$63.9K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
516New |
$44K - $54.2K
|
516
$62.8K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
160New |
$13.7K - $16.8K
|
160
$19.5K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$7.17K - $8.83K
|
84
$10.2K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
62New |
$5.29K - $6.51K
|
62
$7.55K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56New |
$4.78K - $5.88K
|
56
$6.82K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
49New |
$4.18K - $5.15K
|
49
$5.97K
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 8.4% |
$2.9K - $3.57K
|
439
$53.5K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
30+ 46.15% |
$2.56K - $3.15K
|
95
$11.6K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2New |
$171 - $210
|
2
$244
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
122K+ 64.65% |
$11.4M - $13.2M
|
311K
$37.9M
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.1KNew |
$1.22M - $1.41M
|
13.1K
$1.59M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.29KNew |
$678K - $786K
|
7.29K
$887K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.27KNew |
$304K - $352K
|
3.27K
$398K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.15KNew |
$200K - $232K
|
2.15K
$262K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.49KNew |
$139K - $161K
|
1.49K
$181K
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
1KNew |
$93.1K - $108K
|
1K
$122K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
636New |
$59.2K - $68.6K
|
636
$77.4K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
108New |
$10.1K - $11.6K
|
108
$13.2K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
100New |
$9.31K - $10.8K
|
100
$12.2K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82+ 4.27% |
$7.63K - $8.84K
|
2K
$244K
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
81+ 0.73% |
$7.54K - $8.74K
|
11.3K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
76+ 1.41% |
$7.07K - $8.2K
|
5.46K
$665K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
70New |
$6.51K - $7.55K
|
70
$8.52K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
65New |
$6.05K - $7.01K
|
65
$7.91K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
34New |
$3.16K - $3.67K
|
34
$4.14K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
30New |
$2.79K - $3.24K
|
30
$3.65K
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 0.38% |
$931 - $1.08K
|
2.66K
$324K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$279 - $324
|
3
$365
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$93.1 - $108
|
184
$22.4K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
BUY
|
- |
70.6KNew |
$6.67M - $7.46M
|
70.6K
$8.6M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
8.47KNew |
$800K - $895K
|
8.47K
$1.03M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.65KNew |
$439K - $491K
|
4.65K
$566K
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.34KNew |
$221K - $247K
|
2.34K
$285K
|