Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
118K+ 34.04% |
$10.9M - $12.5M
|
464K
$55.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.9K+ 31.61% |
$7.94M - $9.1M
|
358K
$43.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.6K+ 28.14% |
$5.88M - $6.74M
|
290K
$34.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.3K+ 39.47% |
$3.72M - $4.27M
|
142K
$17.2M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
37.1KNew |
$3.43M - $3.93M
|
37.1K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.9K+ 42.43% |
$3.13M - $3.59M
|
114K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.3K+ 44.35% |
$3.08M - $3.53M
|
108K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
29.9K+ 12.81% |
$2.76M - $3.17M
|
263K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.2K+ 31.72% |
$2.7M - $3.09M
|
121K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.8KNew |
$2.11M - $2.42M
|
22.8K
$2.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.5K+ 18.19% |
$2.08M - $2.38M
|
146K
$17.6M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.8KNew |
$1.92M - $2.2M
|
20.8K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.3KNew |
$1.6M - $1.83M
|
17.3K
$2.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
16.2KNew |
$1.5M - $1.71M
|
16.2K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 39.48% |
$1.32M - $1.51M
|
50.4K
$6.07M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.2KNew |
$1.22M - $1.4M
|
13.2K
$1.6M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
12.2K+ 19.0% |
$1.13M - $1.3M
|
76.6K
$9.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
12.2KNew |
$1.12M - $1.29M
|
12.2K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 26.72% |
$1.06M - $1.21M
|
54.4K
$6.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
10.8KNew |
$997K - $1.14M
|
10.8K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.4K+ 5729.83% |
$958K - $1.1M
|
10.6K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
9.55KNew |
$882K - $1.01M
|
9.55K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 21.88% |
$868K - $994K
|
52.3K
$6.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.18KNew |
$848K - $972K
|
9.18K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.03K+ 22.33% |
$835K - $956K
|
49.5K
$5.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.06K+ 100.26% |
$745K - $854K
|
16.1K
$1.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
7.68KNew |
$709K - $813K
|
7.68K
$925K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.06K+ 159.18% |
$653K - $748K
|
11.5K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.87K+ 95.47% |
$635K - $728K
|
14.1K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.49K+ 55.11% |
$599K - $687K
|
18.3K
$2.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
6.41KNew |
$592K - $678K
|
6.41K
$772K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
5.99K+ 3.15% |
$554K - $634K
|
196K
$23.6M
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
5KNew |
$462K - $529K
|
5K
$603K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.99K+ 10.14% |
$461K - $528K
|
54.2K
$6.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4.94KNew |
$456K - $523K
|
4.94K
$595K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.86KNew |
$449K - $514K
|
4.86K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.72K+ 191.29% |
$436K - $500K
|
7.19K
$867K
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.71K+ 26.81% |
$436K - $499K
|
22.3K
$2.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.17KNew |
$385K - $441K
|
4.17K
$502K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.07K+ 13.91% |
$376K - $431K
|
33.3K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.05KNew |
$374K - $429K
|
4.05K
$488K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.97KNew |
$367K - $420K
|
3.97K
$478K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.7K+ 49.61% |
$342K - $392K
|
11.2K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.58K+ 55.22% |
$331K - $379K
|
10.1K
$1.21M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.4KNew |
$314K - $360K
|
3.4K
$410K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
3.28KNew |
$304K - $348K
|
3.28K
$396K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
3.26KNew |
$301K - $345K
|
3.26K
$393K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
3.26K+ 64.55% |
$301K - $345K
|
8.31K
$1M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.21KNew |
$297K - $340K
|
3.21K
$387K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.18K+ 255.38% |
$294K - $337K
|
4.43K
$534K
|