Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
111+ 2.45% |
$8.35K - $10.2K
|
4.64K
$560K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
106+ 407.69% |
$7.98K - $9.76K
|
132
$15.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
102New |
$7.67K - $9.39K
|
102
$12.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 90.91% |
$7.52K - $9.21K
|
210
$25.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
90+ 42.86% |
$6.77K - $8.29K
|
300
$36.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
80+ 0.37% |
$6.02K - $7.37K
|
21.9K
$2.64M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
60+ 15.54% |
$4.51K - $5.52K
|
446
$53.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
53+ 1.31% |
$3.99K - $4.88K
|
4.1K
$494K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.07% |
$3.84K - $4.7K
|
4.81K
$580K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39New |
$2.93K - $3.59K
|
39
$4.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 2.53% |
$2.41K - $2.95K
|
1.3K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30New |
$2.26K - $2.76K
|
30
$3.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30+ 0.51% |
$2.26K - $2.76K
|
5.87K
$707K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 6.33% |
$1.43K - $1.75K
|
319
$38.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
7+ 0.07% |
$527 - $644
|
9.98K
$1.2M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$150 - $184
|
5.25K
$632K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.04% |
$75.2 - $92.1
|
2.5K
$301K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1+ 0.02% |
$75.2 - $92.1
|
4.62K
$557K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6- 0.21% |
$451 - $552
|
2.91K
$351K
|
|
|
Oct 11, 2022
Q3 2022
|
Clarus Wealth Advisors
|
SELL
|
- |
-16- 0.24% |
$1.2K - $1.47K
|
6.67K
$804K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.07% |
$1.28K - $1.57K
|
23.4K
$2.82M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 5.19% |
$2.78K - $3.41K
|
676
$81.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-64- 1.86% |
$4.82K - $5.89K
|
3.38K
$408K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-87- 2.1% |
$6.55K - $8.01K
|
4.06K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-140- 0.42% |
$10.5K - $12.9K
|
33.1K
$3.99M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-150- 4.79% |
$11.3K - $13.8K
|
2.98K
$359K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-177- 3.37% |
$13.3K - $16.3K
|
5.07K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-192- 4.51% |
$14.4K - $17.7K
|
4.07K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 18.18% |
$15K - $18.4K
|
900
$108K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-224- 6.66% |
$16.9K - $20.6K
|
3.14K
$379K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-240- 1.29% |
$18.1K - $22.1K
|
18.4K
$2.22M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-250- 96.15% |
$18.8K - $23K
|
10
$1.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-334- 5.83% |
$25.1K - $30.8K
|
5.39K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-349- 4.49% |
$26.3K - $32.1K
|
7.43K
$896K
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-350- 3.26% |
$26.3K - $32.2K
|
10.4K
$1.25M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-425- 10.53% |
$32K - $39.1K
|
3.61K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-426- 2.71% |
$32.1K - $39.2K
|
15.3K
$1.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-454- 3.28% |
$34.2K - $41.8K
|
13.4K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-479- 0.94% |
$36K - $44.1K
|
50.4K
$6.07M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-707- 19.46% |
$53.2K - $65.1K
|
2.93K
$353K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-942- 8.32% |
$70.9K - $86.7K
|
10.4K
$1.25M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-951- 12.48% |
$71.6K - $87.6K
|
6.67K
$804K
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.01K- 26.55% |
$76.1K - $93.2K
|
2.8K
$337K
|
|
|
Nov 08, 2022
Q3 2022
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1.01K- 26.55% |
$76.1K - $93.2K
|
2.8K
$337K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 0.94% |
$78.9K - $96.6K
|
111K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 4.83% |
$113K - $138K
|
29.5K
$3.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.64K- 16.44% |
$123K - $151K
|
8.34K
$1M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.37K- 23.4% |
$179K - $218K
|
7.77K
$936K
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.56KClosed |
$193K - $236K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.65K- 16.69% |
$199K - $244K
|
13.2K
$1.59M
|