Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
203+ 6.93% |
$15.6K - $19.3K
|
3.13K
$377K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
171+ 3.08% |
$13.2K - $16.3K
|
5.73K
$690K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
158New |
$12.2K - $15K
|
158
$19K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
150New |
$11.5K - $14.3K
|
150
$18.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
109+ 9.43% |
$8.39K - $10.4K
|
1.27K
$152K
|
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
75+ 2.64% |
$5.77K - $7.14K
|
2.91K
$351K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
59+ 0.52% |
$4.54K - $5.62K
|
11.3K
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
56+ 1.37% |
$4.31K - $5.33K
|
4.15K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 4.55% |
$2.39K - $2.95K
|
713
$85.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
30+ 2.23% |
$2.31K - $2.86K
|
1.37K
$165K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$539 - $667
|
3.92K
$472K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6New |
$462 - $571
|
6
$723
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.5% |
$154 - $190
|
400
$48.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.84% |
$77 - $95.2
|
120
$14.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.02% |
$77 - $95.2
|
4.62K
$557K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.07% |
$154 - $190
|
2.92K
$352K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 13.33% |
$308 - $381
|
26
$3.13K
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-10Closed |
$770 - $952
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 0.13% |
$1.54K - $1.9K
|
15K
$1.81M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25- 6.94% |
$1.92K - $2.38K
|
335
$40.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-28- 50.0% |
$2.15K - $2.67K
|
28
$3.37K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-30Closed |
$2.31K - $2.86K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-57- 1.71% |
$4.39K - $5.43K
|
3.27K
$394K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.88% |
$4.54K - $5.62K
|
3.08K
$371K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 2.0% |
$4.62K - $5.71K
|
2.94K
$354K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-70Closed |
$5.39K - $6.67K
|
0
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-110Closed |
$8.46K - $10.5K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-122- 24.02% |
$9.39K - $11.6K
|
386
$46.5K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-164- 0.7% |
$12.6K - $15.6K
|
23.4K
$2.82M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-179- 57.01% |
$13.8K - $17K
|
135
$16.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-222- 2.17% |
$17.1K - $21.1K
|
10K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-324- 6.37% |
$24.9K - $30.9K
|
4.76K
$574K
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-350- 3.16% |
$26.9K - $33.3K
|
10.7K
$1.29M
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-354- 2.21% |
$27.2K - $33.7K
|
15.7K
$1.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-399- 68.79% |
$30.7K - $38K
|
181
$21.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-436- 14.09% |
$33.6K - $41.5K
|
2.66K
$320K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-436- 14.09% |
$33.6K - $41.5K
|
2.66K
$320K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-476- 4.48% |
$36.6K - $45.3K
|
10.1K
$1.22M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-550Closed |
$42.3K - $52.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-600- 16.22% |
$46.2K - $57.1K
|
3.1K
$374K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-700- 38.89% |
$53.9K - $66.7K
|
1.1K
$133K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-700- 5.26% |
$53.9K - $66.7K
|
12.6K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-821- 24.15% |
$63.2K - $78.2K
|
2.58K
$311K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.27K- 26.9% |
$97.6K - $121K
|
3.45K
$416K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-1.32K- 26.57% |
$101K - $125K
|
3.63K
$438K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.36KClosed |
$105K - $130K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 15.27% |
$106K - $131K
|
7.62K
$919K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.39K- 10.01% |
$107K - $132K
|
12.5K
$1.51M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.5K- 82.19% |
$115K - $143K
|
325
$39.2K
|