Purchases and Sales Made in Q4 2023 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 Q4 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
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
98.4K
New
$8.4M - $10.3M
98.4K $11.9M
Feb 06, 2024 Q4 2023
National Bank Of Canada

BUY
 -
58.7K
+ 1533.39%
$5.01M - $6.17M
62.5K $7.54M
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
49.2K
New
$4.2M - $5.17M
49.2K $5.93M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
48.2K
New
$4.11M - $5.06M
48.2K $5.81M
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
27.5K
+ 386.45%
$2.35M - $2.89M
34.6K $4.17M
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
21.3K
+ 6.12%
$1.82M - $2.24M
370K $44.5M
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.2K
+ 28.07%
$1.56M - $1.92M
83.2K $10M
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
15.9K
New
$1.35M - $1.67M
15.9K $1.91M
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
10.3K
+ 41.37%
$876K - $1.08M
35.1K $4.23M
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.07K
+ 2285.39%
$774K - $953K
9.47K $1.14M
Feb 13, 2024 Q4 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
7.92K
+ 153.09%
$675K - $832K
13.1K $1.58M
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
6.96K
+ 206.25%
$594K - $732K
10.3K $1.25M
Feb 12, 2024 Q4 2023
Kepos Capital LP

New York, NY
BUY
 -
6.87K
New
$586K - $722K
6.87K $828K
Feb 14, 2024 Q4 2023
Concorde Asset Management, LLC

BUY
 -
6.83K
+ 12.8%
$583K - $718K
60.2K $7.26M
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
6.01K
New
$513K - $631K
6.01K $724K
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
3.52K
New
$300K - $369K
3.52K $424K
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
3.1K
+ 0.97%
$264K - $326K
322K $38.8M
Feb 05, 2024 Q4 2023
Principle Wealth Partners LLC

BUY
 -
2.54K
New
$217K - $267K
2.54K $306K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
2.45K
+ 2.33%
$209K - $257K
107K $12.9M
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

BUY
 -
2.06K
New
$175K - $216K
2.06K $248K
Jan 31, 2024 Q4 2023
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
2.05K
New
$175K - $216K
2.05K $247K
Feb 13, 2024 Q4 2023
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
2.04K
New
$174K - $214K
2.04K $246K
Jan 18, 2024 Q4 2023
Mjp Associates Inc

BUY
 -
2K
New
$170K - $210K
2K $240K
Feb 07, 2024 Q4 2023
Advisor Os, LLC

BUY
 -
2K
New
$170K - $210K
2K $240K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
1.99K
New
$170K - $210K
1.99K $240K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.99K
+ 255.84%
$170K - $209K
2.77K $334K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.99K
+ 14.54%
$170K - $209K
15.7K $1.89M
Jan 17, 2024 Q4 2023
Aprio Wealth Management, LLC

BUY
 -
1.95K
New
$166K - $205K
1.95K $235K
Jan 19, 2024 Q4 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1.95K
New
$166K - $205K
1.95K $235K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.67K
+ 50.98%
$143K - $176K
4.95K $596K
Feb 12, 2024 Q4 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
1.27K
+ 10.3%
$108K - $133K
13.6K $1.64M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.15K
New
$97.9K - $121K
1.15K $138K
Feb 06, 2024 Q4 2023
Concentrum Wealth Management

BUY
 -
1.06K
+ 17.52%
$90.1K - $111K
7.09K $854K
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
878
+ 9.13%
$74.9K - $92.3K
10.5K $1.26M
Jan 10, 2024 Q4 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
843
+ 32.79%
$71.9K - $88.6K
3.41K $411K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
796
New
$67.9K - $83.6K
796 $95.9K
Feb 02, 2024 Q4 2023
Meixler Investment Management, Ltd.

Show Low, AZ
BUY
 -
780
+ 30.83%
$66.5K - $82K
3.31K $399K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
775
New
$66.1K - $81.4K
775 $93.4K
Feb 08, 2024 Q4 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
744
+ 6.68%
$63.5K - $78.2K
11.9K $1.43M
Jan 12, 2024 Q4 2023
Apeiron Ria LLC

BUY
 -
707
+ 15.18%
$60.3K - $74.3K
5.36K $646K
Feb 13, 2024 Q4 2023
Rathbones Group PLC

Liverpool, X0
BUY
 -
650
+ 4.71%
$55.5K - $68.3K
14.4K $1.74M
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
581
+ 14.25%
$49.6K - $61K
4.66K $561K
Feb 12, 2024 Q4 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
525
New
$44.8K - $55.2K
525 $63.3K
Feb 07, 2024 Q4 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
516
New
$44K - $54.2K
516 $62.2K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
508
+ 15.19%
$43.3K - $53.4K
3.85K $464K
Feb 09, 2024 Q4 2023
Keystone Financial Group

BUY
 -
228
+ 1.11%
$19.5K - $24K
20.7K $2.5M
Feb 08, 2024 Q4 2023
Brown Advisory Inc

BUY
 -
212
+ 6.58%
$18.1K - $22.3K
3.43K $414K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
193
New
$16.5K - $20.3K
193 $23.3K
Feb 15, 2024 Q4 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
190
+ 6.13%
$16.2K - $20K
3.29K $396K

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