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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.59K- 10.28% |
$122K - $151K
|
13.8K
$1.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 84.82% |
$129K - $160K
|
300
$36.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.7K- 22.57% |
$131K - $162K
|
5.84K
$703K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-1.72K- 27.48% |
$132K - $164K
|
4.53K
$546K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.76K- 18.4% |
$135K - $167K
|
7.78K
$938K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.8K- 36.22% |
$139K - $171K
|
3.17K
$382K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.83K- 26.92% |
$141K - $174K
|
4.96K
$598K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.98K- 3.22% |
$152K - $188K
|
59.4K
$7.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 6.03% |
$153K - $190K
|
31K
$3.74M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.07K- 9.26% |
$159K - $197K
|
20.2K
$2.44M
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.2K- 28.57% |
$169K - $210K
|
5.5K
$663K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.26KClosed |
$174K - $215K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-2.28KClosed |
$176K - $217K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.33KClosed |
$179K - $222K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.33K- 10.57% |
$179K - $222K
|
19.7K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.34K- 93.87% |
$180K - $223K
|
153
$18.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.35KClosed |
$181K - $224K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.37KClosed |
$183K - $226K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.43KClosed |
$187K - $231K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.49KClosed |
$191K - $237K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.51KClosed |
$193K - $239K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.63KClosed |
$203K - $251K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.02K- 23.21% |
$232K - $287K
|
9.98K
$1.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.31K- 45.04% |
$255K - $315K
|
4.04K
$486K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-3.57KClosed |
$275K - $340K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.64K- 51.87% |
$280K - $347K
|
3.38K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.27K- 13.06% |
$329K - $407K
|
28.4K
$3.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.67K- 11.59% |
$513K - $635K
|
50.9K
$6.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.24K- 64.54% |
$634K - $785K
|
4.53K
$546K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.75K- 35.33% |
$673K - $833K
|
16K
$1.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-14.8KClosed |
$1.14M - $1.41M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-15.1K- 78.87% |
$1.17M - $1.44M
|
4.06K
$489K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.5K- 87.3% |
$1.5M - $1.86M
|
2.84K
$342K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.8KClosed |
$1.52M - $1.88M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 38.34% |
$1.59M - $1.97M
|
33.2K
$4.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-23.8KClosed |
$1.83M - $2.26M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.2K- 8.67% |
$1.86M - $2.3M
|
255K
$30.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.6K- 27.3% |
$2.66M - $3.29M
|
92.1K
$11.1M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-35.6KClosed |
$2.74M - $3.39M
|
0
$0
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 9.58% |
$3.4M - $4.21M
|
417K
$50.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.2K- 9.58% |
$3.4M - $4.21M
|
417K
$50.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-52.1K- 31.78% |
$4.01M - $4.96M
|
112K
$13.5M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-59.3K- 75.61% |
$4.56M - $5.65M
|
19.1K
$2.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-61.4K- 21.15% |
$4.72M - $5.85M
|
229K
$27.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-78.7K- 20.48% |
$6.06M - $7.49M
|
305K
$36.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-94.7K- 65.04% |
$7.29M - $9.02M
|
50.9K
$6.13M
|