Latest Institutional Transactions on First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Gre (QCLN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
16.4K+ 9.62% |
$534K - $679K
|
187K
$6.64M
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.34K+ 7.48% |
$76.1K - $96.8K
|
33.6K
$1.19M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.31K- 8.34% |
$271K - $344K
|
91.4K
$3.25M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-137K- 32.27% |
$4.46M - $5.67M
|
287K
$10.2M
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-14.8K- 45.92% |
$481K - $612K
|
17.4K
$618K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.25K- 4.58% |
$73.2K - $93.1K
|
46.9K
$1.67M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-970- 12.39% |
$31.6K - $40.2K
|
6.86K
$244K
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.1K+ 15.53% |
$35.7K - $45.4K
|
8.15K
$290K
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 9.73% |
$36.7K - $46.6K
|
10.4K
$371K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-236- 32.42% |
$7.69K - $9.78K
|
492
$17.5K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1K- 17.93% |
$330K - $420K
|
46.4K
$1.65M
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-336K- 93.17% |
$10.9M - $13.9M
|
24.6K
$876K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-104- 5.01% |
$3.39K - $4.31K
|
1.97K
$70.1K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-546- 9.71% |
$17.8K - $22.6K
|
5.08K
$181K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-50- 19.76% |
$1.63K - $2.07K
|
203
$7.22K
|
|
May 10, 2024
Q1 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.45K+ 20.28% |
$47.2K - $60.1K
|
8.6K
$306K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-60.4K- 97.49% |
$1.97M - $2.5M
|
1.56K
$55.5K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.33K- 64.79% |
$174K - $221K
|
2.9K
$103K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-151K- 22.58% |
$4.91M - $6.25M
|
517K
$18.4M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61.4K- 19.36% |
$2M - $2.54M
|
256K
$9.1M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 26.11% |
$5.44M - $6.92M
|
472K
$16.8M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
190+ 5.7% |
$6.19K - $7.87K
|
3.53K
$125K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.04K- 11.36% |
$33.9K - $43.2K
|
8.13K
$289K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-89.5K- 45.18% |
$2.92M - $3.71M
|
109K
$3.86M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
106New |
$3.45K - $4.39K
|
106
$3.77K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-23.1K- 30.84% |
$753K - $958K
|
51.8K
$1.84M
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-3.83K- 58.18% |
$125K - $159K
|
2.75K
$97.9K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-39.8K- 54.23% |
$1.3M - $1.65M
|
33.6K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
282+ 454.84% |
$9.19K - $11.7K
|
344
$12.2K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 1.15% |
$977 - $1.24K
|
2.65K
$94.3K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4- 0.03% |
$130 - $166
|
13.7K
$489K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-186- 98.94% |
$6.06K - $7.71K
|
2
$71.1
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
152+ 2.15% |
$4.95K - $6.3K
|
7.22K
$257K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.2KNew |
$462K - $587K
|
14.2K
$504K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.43K+ 13.03% |
$46.5K - $59.2K
|
12.4K
$440K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.09K- 23.0% |
$166K - $211K
|
17.1K
$607K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-4.52K- 30.19% |
$147K - $187K
|
10.5K
$372K
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-471- 6.58% |
$15.3K - $19.5K
|
6.69K
$238K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.12K- 20.64% |
$167K - $212K
|
19.7K
$700K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.7K+ 26.56% |
$55.4K - $70.4K
|
8.1K
$288K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-104- 11.56% |
$3.39K - $4.31K
|
796
$28.3K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.02K- 7.74% |
$33.2K - $42.3K
|
12.2K
$432K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 4.99% |
$74.8K - $95.2K
|
43.7K
$1.55M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.43K+ 3.64% |
$209K - $266K
|
183K
$6.51M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.6K- 62.35% |
$379K - $482K
|
7.03K
$250K
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100New |
$3.26K - $4.14K
|
100
$3.56K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-425- 27.85% |
$13.8K - $17.6K
|
1.1K
$39.2K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
9.73K+ 43.85% |
$317K - $403K
|
31.9K
$1.14M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-425- 22.86% |
$13.8K - $17.6K
|
1.43K
$51K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 72.6% |
$35.5K - $45.1K
|
2.59K
$92.1K
|