Purchases and Sales Made in Q1 2022 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
656+ 5.88% |
$54.9K - $67.9K
|
11.8K
$1.42M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
604+ 3.15% |
$50.5K - $62.5K
|
19.8K
$2.38M
|
|
Apr 12, 2022
Q1 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
563+ 11.58% |
$47.1K - $58.3K
|
5.43K
$654K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
550New |
$46K - $56.9K
|
550
$66.3K
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
490+ 17.1% |
$41K - $50.7K
|
3.36K
$404K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
477+ 1644.83% |
$39.9K - $49.4K
|
506
$61K
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
433+ 1.94% |
$36.2K - $44.8K
|
22.7K
$2.74M
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
432+ 1.55% |
$36.2K - $44.7K
|
28.3K
$3.41M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
344+ 4.78% |
$28.8K - $35.6K
|
7.54K
$908K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
323+ 38.78% |
$27K - $33.4K
|
1.16K
$139K
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
BUY
|
- |
307+ 9.41% |
$25.7K - $31.8K
|
3.57K
$430K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
267+ 1.95% |
$22.3K - $27.6K
|
13.9K
$1.68M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
220+ 19.59% |
$18.4K - $22.8K
|
1.34K
$162K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
BUY
|
- |
216+ 4.54% |
$18.1K - $22.4K
|
4.97K
$599K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
215+ 10.14% |
$18K - $22.3K
|
2.34K
$281K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
189+ 4.04% |
$15.8K - $19.6K
|
4.87K
$587K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
189+ 4.27% |
$15.8K - $19.6K
|
4.62K
$557K
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
181+ 6.21% |
$15.1K - $18.7K
|
3.1K
$373K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
181+ 6.21% |
$15.1K - $18.7K
|
3.1K
$373K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
162+ 6.94% |
$13.6K - $16.8K
|
2.5K
$301K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
119New |
$9.96K - $12.3K
|
119
$14.3K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
80+ 0.62% |
$6.7K - $8.28K
|
13K
$1.57M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
70New |
$5.86K - $7.25K
|
70
$8.44K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
40+ 1.22% |
$3.35K - $4.14K
|
3.32K
$401K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
37+ 9.18% |
$3.1K - $3.83K
|
440
$53K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
30New |
$2.51K - $3.11K
|
30
$3.62K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
20New |
$1.67K - $2.07K
|
20
$2.41K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
19+ 6.44% |
$1.59K - $1.97K
|
314
$37.8K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
10New |
$837 - $1.04K
|
10
$1.21K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1+ 0.03% |
$83.7 - $104
|
3.4K
$410K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1Closed |
$83.7 - $104
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-4- 0.78% |
$335 - $414
|
508
$61.2K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-22Closed |
$1.84K - $2.28K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-51- 2.2% |
$4.27K - $5.28K
|
2.26K
$273K
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-92- 3.46% |
$7.7K - $9.52K
|
2.56K
$309K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-95Closed |
$7.95K - $9.83K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-96- 1.85% |
$8.03K - $9.94K
|
5.09K
$613K
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-151- 0.93% |
$12.6K - $15.6K
|
16K
$1.93M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-156- 2.43% |
$13.1K - $16.1K
|
6.25K
$753K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 10.0% |
$16.7K - $20.7K
|
1.8K
$217K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 17.73% |
$20.9K - $25.9K
|
1.16K
$140K
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-270- 2.38% |
$22.6K - $28K
|
11.1K
$1.33M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-285- 29.47% |
$23.9K - $29.5K
|
682
$82.2K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-314Closed |
$26.3K - $32.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-315- 84.91% |
$26.4K - $32.6K
|
56
$6.75K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-381Closed |
$31.9K - $39.4K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-388- 4.67% |
$32.5K - $40.2K
|
7.92K
$955K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-412- 0.38% |
$34.5K - $42.7K
|
108K
$13M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-486Closed |
$40.7K - $50.3K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-513- 1.64% |
$42.9K - $53.1K
|
30.7K
$3.7M
|