Purchases and Sales Made in Q2 2024 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 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
Aug 13, 2024 Q2 2024
Kepos Capital LP

New York, NY
BUY
 -
4.4K
+ 92.18%
$483K - $535K
9.17K $1.09M
Aug 07, 2024 Q2 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
4.39K
+ 230.91%
$481K - $534K
6.28K $749K
Aug 12, 2024 Q2 2024
Beaumont Capital Management, LLC

Boston, MA
BUY
 -
4.3K
New
$472K - $523K
4.3K $512K
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
4.21K
+ 3.41%
$462K - $512K
128K $15.2M
Jul 16, 2024 Q2 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
4.1K
New
$450K - $499K
4.1K $488K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.03K
+ 7.87%
$443K - $491K
55.3K $6.59M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
3.84K
+ 78.36%
$422K - $468K
8.75K $1.04M
Aug 05, 2024 Q2 2024
Hanlon Investment Management, Inc.

BUY
 -
3.48K
New
$382K - $423K
3.48K $414K
Aug 14, 2024 Q2 2024
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
3.37K
New
$369K - $410K
3.37K $401K
Jul 24, 2024 Q2 2024
Stratos Wealth Partners, Ltd.

BUY
 -
3.25K
+ 38.85%
$356K - $395K
11.6K $1.38M
Aug 12, 2024 Q2 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
2.81K
New
$308K - $342K
2.81K $335K
Jul 16, 2024 Q2 2024
Steel Peak Wealth Management LLC

BUY
 -
2.7K
New
$296K - $329K
2.7K $322K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
2.66K
New
$292K - $324K
2.66K $317K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.57K
+ 18.17%
$282K - $312K
16.7K $1.99M
Jul 22, 2024 Q2 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.56K
New
$280K - $311K
2.56K $304K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
2.42K
+ 101.26%
$265K - $294K
4.81K $573K
Aug 14, 2024 Q2 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.33K
New
$256K - $284K
2.33K $278K
Aug 14, 2024 Q2 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
2.17K
New
$238K - $264K
2.17K $258K
Jul 18, 2024 Q2 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.11K
New
$232K - $257K
2.11K $252K
Aug 02, 2024 Q2 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
2.09K
+ 13.56%
$229K - $254K
17.5K $2.08M
Jul 17, 2024 Q2 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
2K
New
$219K - $243K
2K $238K
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
1.94K
New
$213K - $236K
1.94K $231K
Aug 13, 2024 Q2 2024
Transatlantique Private Wealth LLC

BUY
 -
1.92K
New
$211K - $234K
1.92K $229K
Aug 05, 2024 Q2 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.92K
New
$211K - $234K
1.92K $229K
Aug 02, 2024 Q2 2024
N.E.W. Advisory Services LLC

BUY
 -
1.91K
New
$210K - $233K
1.91K $228K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
1.82K
New
$199K - $221K
1.82K $216K
Jul 16, 2024 Q2 2024
Arlington Financial Advisors, LLC

BUY
 -
1.56K
+ 0.74%
$172K - $190K
214K $25.5M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
1.54K
+ 9.53%
$168K - $187K
17.6K $2.1M
Jul 23, 2024 Q2 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
1.48K
+ 5.25%
$162K - $180K
29.6K $3.53M
Aug 15, 2024 Q2 2024
Comerica Bank

BUY
 -
1.37K
+ 37.12%
$150K - $166K
5.05K $602K
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.36K
+ 7.77%
$150K - $166K
18.9K $2.25M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
1.26K
+ 241.38%
$138K - $153K
1.78K $212K
Aug 05, 2024 Q2 2024
Farmers & Merchants Investments Inc

BUY
 -
1.05K
New
$115K - $128K
1.05K $125K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
994
+ 7.7%
$109K - $121K
13.9K $1.66M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
955
+ 3.08%
$105K - $116K
32K $3.81M
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
899
+ 11.95%
$98.6K - $109K
8.42K $1M
Jul 30, 2024 Q2 2024
Mirae Asset Global Investments Co., Ltd.

BUY
 -
885
New
$97.1K - $108K
885 $105K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
873
New
$95.8K - $106K
873 $104K
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
776
+ 28.49%
$85.2K - $94.4K
3.5K $417K
Aug 13, 2024 Q2 2024
Concentrum Wealth Management

BUY
 -
729
+ 9.44%
$80K - $88.7K
8.45K $1.01M
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
700
+ 583.33%
$76.8K - $85.2K
820 $97.7K
Jul 31, 2024 Q2 2024
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
674
+ 5.31%
$74K - $82K
13.4K $1.59M
Aug 06, 2024 Q2 2024
Wedbush Securities Inc

BUY
 -
658
+ 5.17%
$72.2K - $80.1K
13.4K $1.59M
Jul 17, 2024 Q2 2024
Manchester Financial Inc

BUY
 -
627
+ 1.47%
$68.8K - $76.3K
43.2K $5.15M
Aug 06, 2024 Q2 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
590
+ 1.45%
$64.7K - $71.8K
41.4K $4.93M
Aug 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
583
+ 32.09%
$64K - $70.9K
2.4K $286K
Aug 13, 2024 Q2 2024
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
570
+ 17.3%
$62.5K - $69.4K
3.87K $461K
Jul 26, 2024 Q2 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
556
+ 13.13%
$61K - $67.7K
4.79K $571K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
527
+ 15.54%
$57.8K - $64.1K
3.92K $467K

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