Purchases and Sales Made in Q1 2024 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 2024. 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 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-34- 40.48% |
$3.36K - $3.91K
|
50
$6.32K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-34- 0.86% |
$3.36K - $3.91K
|
3.92K
$496K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-35- 0.17% |
$3.46K - $4.02K
|
20.7K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41- 0.43% |
$4.05K - $4.71K
|
9.43K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-63- 10.77% |
$6.22K - $7.24K
|
522
$65.9K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-65- 2.27% |
$6.42K - $7.47K
|
2.8K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-81- 3.97% |
$8K - $9.3K
|
1.96K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-111- 1.06% |
$11K - $12.7K
|
10.4K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-141- 0.78% |
$13.9K - $16.2K
|
18K
$2.27M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-169- 4.39% |
$16.7K - $19.4K
|
3.68K
$465K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-176- 2.39% |
$17.4K - $20.2K
|
7.2K
$909K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-194- 2.37% |
$19.2K - $22.3K
|
8K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-219- 8.4% |
$21.6K - $25.2K
|
2.39K
$302K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-229- 8.3% |
$22.6K - $26.3K
|
2.53K
$320K
|
|
|
May 06, 2024
Q1 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-304- 9.18% |
$30K - $34.9K
|
3.01K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-315- 5.45% |
$31.1K - $36.2K
|
5.46K
$690K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-358- 2.17% |
$35.4K - $41.1K
|
16.1K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-405- 14.47% |
$40K - $46.5K
|
2.39K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-437- 12.8% |
$43.2K - $50.2K
|
2.98K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-474- 34.73% |
$46.8K - $54.4K
|
891
$113K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-601- 16.74% |
$59.4K - $69K
|
2.99K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-687- 2.17% |
$67.9K - $78.9K
|
31K
$3.92M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-748- 15.61% |
$73.9K - $85.9K
|
4.04K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-775- 5.33% |
$76.5K - $89K
|
13.8K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-807- 5.59% |
$79.7K - $92.7K
|
13.6K
$1.72M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-815- 5.61% |
$80.5K - $93.6K
|
13.7K
$1.73M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-955- 2.98% |
$94.3K - $110K
|
31K
$3.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-964- 26.59% |
$95.2K - $111K
|
2.66K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.04K- 3.36% |
$103K - $119K
|
29.9K
$3.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.15K- 1.17% |
$113K - $132K
|
96.7K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.31K- 13.58% |
$130K - $151K
|
8.35K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.57K- 31.58% |
$155K - $180K
|
3.39K
$428K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.83K- 2.92% |
$180K - $210K
|
60.7K
$7.67M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 11.92% |
$185K - $215K
|
13.8K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.91K- 57.44% |
$188K - $219K
|
1.41K
$178K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.06K- 20.3% |
$204K - $237K
|
8.1K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2.1K- 30.59% |
$208K - $242K
|
4.77K
$603K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.12K- 15.93% |
$209K - $243K
|
11.2K
$1.41M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 23.83% |
$223K - $260K
|
7.23K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.77K- 21.18% |
$274K - $318K
|
10.3K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.41K- 1.06% |
$337K - $392K
|
318K
$40.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.69K- 5.63% |
$463K - $538K
|
78.5K
$9.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-5.8K- 96.51% |
$573K - $666K
|
210
$26.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.22K- 17.77% |
$812K - $944K
|
38K
$4.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.7K- 11.15% |
$1.06M - $1.23M
|
85.1K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.2K- 82.94% |
$1.31M - $1.52M
|
2.72K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.4K- 71.71% |
$1.33M - $1.54M
|
5.31K
$670K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-22.3K- 58.93% |
$2.2M - $2.56M
|
15.5K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-26.4K- 7.14% |
$2.61M - $3.03M
|
343K
$43.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-28.5K- 55.7% |
$2.81M - $3.27M
|
22.7K
$2.86M
|