Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-28- 1.98% |
$3.07K - $3.41K
|
1.38K
$165K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-38- 0.86% |
$4.17K - $4.62K
|
4.39K
$523K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-42- 5.42% |
$4.61K - $5.11K
|
733
$87.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-75- 2.17% |
$8.23K - $9.13K
|
3.38K
$402K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-76- 1.75% |
$8.34K - $9.25K
|
4.26K
$508K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-84- 0.11% |
$9.22K - $10.2K
|
78.5K
$9.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-90- 4.42% |
$9.88K - $11K
|
1.95K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-90- 3.31% |
$9.88K - $11K
|
2.63K
$313K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-92- 0.41% |
$10.1K - $11.2K
|
22.5K
$2.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 3.31% |
$11K - $12.2K
|
2.92K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-109- 0.61% |
$12K - $13.3K
|
17.9K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-140- 4.08% |
$15.4K - $17K
|
3.29K
$392K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-143- 1.04% |
$15.7K - $17.4K
|
13.6K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-144- 4.8% |
$15.8K - $17.5K
|
2.86K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-174- 4.74% |
$19.1K - $21.2K
|
3.5K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-190- 38.78% |
$20.8K - $23.1K
|
300
$35.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-206- 3.77% |
$22.6K - $25.1K
|
5.25K
$626K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-246- 6.08% |
$27K - $29.9K
|
3.8K
$453K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 60.0% |
$32.9K - $36.5K
|
200
$23.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-315- 32.51% |
$34.6K - $38.3K
|
654
$77.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-317- 1.92% |
$34.8K - $38.6K
|
16.2K
$1.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-349- 11.72% |
$38.3K - $42.5K
|
2.63K
$313K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-385- 10.82% |
$42.2K - $46.9K
|
3.17K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-420- 7.92% |
$46.1K - $51.1K
|
4.89K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-439- 4.23% |
$48.2K - $53.4K
|
9.94K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-526- 16.2% |
$57.7K - $64K
|
2.72K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-548- 20.12% |
$60.1K - $66.7K
|
2.18K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-566- 10.32% |
$62.1K - $68.9K
|
4.92K
$586K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-754- 4.18% |
$82.7K - $91.8K
|
17.3K
$2.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-893- 86.87% |
$98K - $109K
|
135
$16.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-945- 6.93% |
$104K - $115K
|
12.7K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-974- 34.74% |
$107K - $119K
|
1.83K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.12K- 13.04% |
$123K - $136K
|
7.47K
$890K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.27K- 92.97% |
$139K - $154K
|
96
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 3.44% |
$181K - $200K
|
46.1K
$5.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.12K- 40.03% |
$233K - $258K
|
3.18K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.48K- 26.25% |
$272K - $301K
|
6.95K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.35K- 7.28% |
$477K - $529K
|
55.3K
$6.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.46K- 52.9% |
$599K - $664K
|
4.86K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-7.38K- 19.4% |
$810K - $898K
|
30.7K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-8K- 4.42% |
$878K - $974K
|
173K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56.1K- 40.48% |
$6.15M - $6.82M
|
82.4K
$9.82M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-57.9K- 95.4% |
$6.35M - $7.05M
|
2.8K
$333K
|