Purchases and Sales Made in Q2 2023 in First Tr Nasdaq Clean Edge Sma (GRID)

GRID Quotes by TradingView

This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q2 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
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
235K
+ 757.08%
$22.2M - $24.9M
266K $32.1M
Aug 08, 2023 Q2 2023
Barings LLC

BUY
 -
87.4K
+ 85.91%
$8.25M - $9.23M
189K $22.8M
Aug 08, 2023 Q2 2023
Portfolio Strategies, Inc.

BUY
 -
83.6K
+ 44.54%
$7.89M - $8.83M
271K $32.7M
Aug 11, 2023 Q2 2023
360 Financial, Inc.

BUY
 -
70.6K
New
$6.67M - $7.46M
70.6K $8.51M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
69.6K
+ 66.83%
$6.57M - $7.35M
174K $20.9M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
68.8K
New
$6.5M - $7.27M
68.8K $8.3M
Jul 21, 2023 Q2 2023
Dudley & Shanley, Inc.

BUY
 -
64.9K
New
$6.13M - $6.86M
64.9K $7.82M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
49.2K
+ 16.46%
$4.65M - $5.2M
348K $42M
Jul 28, 2023 Q2 2023
Manchester Financial Inc

BUY
 -
42.7K
New
$4.03M - $4.51M
42.7K $5.14M
Aug 14, 2023 Q2 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
33.1K
+ 37.47%
$3.13M - $3.5M
122K $14.7M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
21.9K
+ 42.71%
$2.07M - $2.31M
73.2K $8.82M
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
17K
New
$1.6M - $1.79M
17K $2.05M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.3K
+ 91.18%
$1.44M - $1.62M
32.1K $3.87M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
11.5K
+ 112.69%
$1.09M - $1.22M
21.7K $2.62M
Aug 07, 2023 Q2 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
11.2K
New
$1.05M - $1.18M
11.2K $1.35M
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
10K
New
$944K - $1.06M
10K $1.21M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
9.58K
+ 90.43%
$905K - $1.01M
20.2K $2.43M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
9.53K
+ 32.04%
$899K - $1.01M
39.3K $4.73M
Aug 11, 2023 Q2 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
8.47K
New
$800K - $895K
8.47K $1.02M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
8.18K
+ 1.76%
$772K - $864K
474K $57.1M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
8.17K
+ 3.89%
$771K - $863K
218K $26.3M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.09K
+ 18.49%
$764K - $855K
51.8K $6.25M
Aug 11, 2023 Q2 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
6.84K
New
$646K - $723K
6.84K $825K
Aug 14, 2023 Q2 2023
Prudential PLC

London, England, X0
BUY
 -
6.8K
New
$642K - $718K
6.8K $820K
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
6.21K
New
$586K - $656K
6.21K $749K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.35K
+ 1.94%
$505K - $565K
282K $33.9M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
4.65K
New
$439K - $491K
4.65K $561K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
4.36K
+ 74.92%
$412K - $460K
10.2K $1.23M
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
3.65K
+ 77.05%
$345K - $386K
8.39K $1.01M
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

BUY
 -
3.65K
+ 77.05%
$345K - $386K
8.39K $1.01M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.5K
+ 9.55%
$331K - $370K
40.2K $4.84M
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
3.45K
New
$326K - $365K
3.45K $416K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
3.06K
+ 3.03%
$289K - $323K
104K $12.5M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.79K
+ 6.03%
$263K - $295K
49K $5.91M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
2.65K
New
$250K - $280K
2.65K $319K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
2.6K
+ 6.11%
$245K - $275K
45.1K $5.44M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.59K
New
$245K - $274K
2.59K $312K
Aug 09, 2023 Q2 2023
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
2.53K
+ 11.65%
$239K - $267K
24.3K $2.92M
Jul 31, 2023 Q2 2023
Brown Advisory Inc

BUY
 -
2.47K
New
$233K - $261K
2.47K $298K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
2.46K
New
$232K - $260K
2.46K $297K
Aug 10, 2023 Q2 2023
Caprock Group, Inc.

BUY
 -
2.34K
New
$221K - $247K
2.34K $282K
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
2.14K
New
$202K - $226K
2.14K $257K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.03K
New
$192K - $215K
2.03K $245K
Jul 11, 2023 Q2 2023
Mjp Associates Inc

BUY
 -
2.01K
New
$190K - $212K
2.01K $242K
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
2K
New
$189K - $211K
2K $241K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
2K
New
$189K - $211K
2K $241K
Aug 08, 2023 Q2 2023
Advisor Os, LLC

BUY
 -
2K
New
$189K - $211K
2K $241K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.92K
New
$181K - $203K
1.92K $231K
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.48K
+ 336.36%
$140K - $156K
1.92K $231K

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