Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
381+ 119.44% |
$33.2K - $37.2K
|
700
$85.6K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
378+ 969.23% |
$33K - $36.9K
|
417
$51K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
307+ 8.66% |
$26.8K - $30K
|
3.85K
$471K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
303+ 130.04% |
$26.4K - $29.6K
|
536
$65.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$26.2K - $29.3K
|
300
$36.7K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
297+ 1414.29% |
$25.9K - $29K
|
318
$38.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
273+ 1.47% |
$23.8K - $26.7K
|
18.8K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
254+ 4.89% |
$22.1K - $24.8K
|
5.44K
$666K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
247+ 1.88% |
$21.5K - $24.1K
|
13.4K
$1.64M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
221+ 15.33% |
$19.3K - $21.6K
|
1.66K
$203K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
135+ 3.84% |
$11.8K - $13.2K
|
3.65K
$446K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104New |
$9.07K - $10.2K
|
104
$12.7K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
82+ 51.25% |
$7.15K - $8.01K
|
242
$29.6K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
80+ 2.76% |
$6.98K - $7.81K
|
2.98K
$364K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
67+ 1.84% |
$5.84K - $6.54K
|
3.72K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59+ 4.13% |
$5.14K - $5.76K
|
1.49K
$182K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
38+ 5.03% |
$3.31K - $3.71K
|
794
$97.1K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
36+ 900.0% |
$3.14K - $3.52K
|
40
$4.89K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
24New |
$2.09K - $2.34K
|
24
$2.93K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.31% |
$872 - $977
|
3.19K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3New |
$262 - $293
|
3
$367
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.55% |
$87.2 - $97.7
|
183
$22.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.88% |
$87.2 - $97.7
|
113
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-21- 28.77% |
$1.83K - $2.05K
|
52
$6.36K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-29- 25.0% |
$2.53K - $2.83K
|
87
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-36- 90.0% |
$3.14K - $3.52K
|
4
$489
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-37- 1.11% |
$3.23K - $3.61K
|
3.3K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-58- 10.84% |
$5.06K - $5.66K
|
477
$58.3K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-60- 2.07% |
$5.23K - $5.86K
|
2.84K
$347K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-75- 1.58% |
$6.54K - $7.32K
|
4.68K
$572K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-137- 0.32% |
$11.9K - $13.4K
|
42.5K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144- 0.28% |
$12.6K - $14.1K
|
51.3K
$6.27M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-167- 47.99% |
$14.6K - $16.3K
|
181
$22.1K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-173- 3.42% |
$15.1K - $16.9K
|
4.89K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-175- 6.05% |
$15.3K - $17.1K
|
2.72K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-195- 7.59% |
$17K - $19K
|
2.38K
$290K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-205- 1.03% |
$17.9K - $20K
|
19.7K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-223- 80.8% |
$19.4K - $21.8K
|
53
$6.48K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-232- 10.27% |
$20.2K - $22.7K
|
2.03K
$248K
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-232- 10.27% |
$20.2K - $22.7K
|
2.03K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-247- 7.29% |
$21.5K - $24.1K
|
3.14K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-257- 1.8% |
$22.4K - $25.1K
|
14K
$1.71M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-305- 1.02% |
$26.6K - $29.8K
|
29.7K
$3.64M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-350- 18.84% |
$30.5K - $34.2K
|
1.51K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-351- 8.54% |
$30.6K - $34.3K
|
3.76K
$460K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-361- 8.52% |
$31.5K - $35.3K
|
3.88K
$474K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-440- 7.03% |
$38.4K - $43K
|
5.82K
$711K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-441- 4.55% |
$38.5K - $43.1K
|
9.26K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-452- 2.33% |
$39.4K - $44.1K
|
18.9K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-711- 2.94% |
$62K - $69.4K
|
23.5K
$2.87M
|