Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.36K+ 7.23% |
$129K - $144K
|
20.2K
$2.48M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.25K+ 14.49% |
$118K - $132K
|
9.88K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.17K+ 34.51% |
$111K - $124K
|
4.57K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
993+ 15.63% |
$93.7K - $105K
|
7.35K
$902K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
725+ 30.53% |
$68.4K - $76.6K
|
3.1K
$381K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
702+ 19.23% |
$66.3K - $74.2K
|
4.35K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
671+ 3.07% |
$63.3K - $70.9K
|
22.5K
$2.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
643+ 23.62% |
$60.7K - $67.9K
|
3.37K
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
587+ 2.24% |
$55.4K - $62K
|
26.8K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
556+ 4.82% |
$52.5K - $58.7K
|
12.1K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
532+ 19.63% |
$50.2K - $56.2K
|
3.24K
$398K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
516New |
$48.7K - $54.5K
|
516
$63.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
490+ 15.36% |
$46.3K - $51.8K
|
3.68K
$452K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
472+ 31.3% |
$44.6K - $49.9K
|
1.98K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
453+ 5.66% |
$42.8K - $47.9K
|
8.45K
$1.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
442+ 5.79% |
$41.7K - $46.7K
|
8.07K
$992K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
296+ 2.52% |
$27.9K - $31.3K
|
12K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 66.67% |
$18.9K - $21.1K
|
500
$61.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
187+ 12.58% |
$17.7K - $19.8K
|
1.67K
$206K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
180+ 6.57% |
$17K - $19K
|
2.92K
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
169+ 0.86% |
$16K - $17.9K
|
19.9K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
137+ 4.09% |
$12.9K - $14.5K
|
3.49K
$429K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
131+ 2.69% |
$12.4K - $13.8K
|
5K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
131+ 31.41% |
$12.4K - $13.8K
|
548
$67.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 22.57% |
$11.4K - $12.8K
|
657
$80.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
110+ 5.21% |
$10.4K - $11.6K
|
2.22K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
102+ 4.86% |
$9.63K - $10.8K
|
2.2K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$7.08K - $7.92K
|
75
$9.22K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
63New |
$5.95K - $6.66K
|
63
$7.74K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
59+ 18.55% |
$5.57K - $6.23K
|
377
$46.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
58New |
$5.48K - $6.13K
|
58
$7.13K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
56+ 0.3% |
$5.29K - $5.92K
|
18.9K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
54+ 7.71% |
$5.1K - $5.7K
|
754
$92.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
47New |
$4.44K - $4.97K
|
47
$5.77K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20+ 19.23% |
$1.89K - $2.11K
|
124
$15.2K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
19+ 0.49% |
$1.79K - $2.01K
|
3.87K
$475K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18+ 16.36% |
$1.7K - $1.9K
|
128
$15.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9+ 0.07% |
$850 - $951
|
12K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.14% |
$283 - $317
|
2.21K
$272K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2+ 1.77% |
$189 - $211
|
115
$14.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $106
|
3.14K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.83% |
$94.4 - $106
|
121
$14.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-2- 1.1% |
$189 - $211
|
179
$22K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.48% |
$1.7K - $1.9K
|
3.7K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.33% |
$1.7K - $1.9K
|
5.47K
$672K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41- 1.97% |
$3.87K - $4.33K
|
2.04K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-50- 1.84% |
$4.72K - $5.28K
|
2.67K
$328K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-58- 1.07% |
$5.48K - $6.13K
|
5.39K
$662K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-73- 3.51% |
$6.89K - $7.71K
|
2.01K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-116- 1.7% |
$11K - $12.3K
|
6.7K
$823K
|