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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
450+ 64.19% |
$14.7K - $18.6K
|
1.15K
$40.9K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
65New |
$2.12K - $2.69K
|
65
$2.31K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-4.93K- 64.55% |
$160K - $204K
|
2.71K
$96.2K
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 11.01% |
$815 - $1.04K
|
252
$8.96K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-15- 1.18% |
$489 - $621
|
1.26K
$44.7K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.12% |
$3.26K - $4.14K
|
4.62K
$164K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 17.48% |
$88.7K - $113K
|
18.3K
$651K
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-378- 2.2% |
$12.3K - $15.7K
|
16.8K
$597K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-600- 80.0% |
$19.8K - $26K
|
150
$5.34K
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.56KNew |
$183K - $241K
|
5.56K
$198K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
65+ 3250.0% |
$2.14K - $2.81K
|
67
$2.38K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
61New |
$2.01K - $2.64K
|
61
$2.17K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.08KNew |
$35.7K - $46.8K
|
1.08K
$38.5K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
732+ 6.48% |
$24.1K - $31.7K
|
12K
$428K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
84New |
$2.77K - $3.63K
|
84
$2.99K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.98KNew |
$164K - $215K
|
4.98K
$177K
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-135- 2.66% |
$4.45K - $5.84K
|
4.94K
$176K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-61- 1.16% |
$2.01K - $2.64K
|
5.2K
$185K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.97K+ 32.84% |
$230K - $302K
|
28.2K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$6.6K - $8.65K
|
200
$7.11K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
143+ 93.46% |
$4.72K - $6.18K
|
296
$10.5K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7K+ 30.3% |
$354K - $465K
|
46.2K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.07K- 9.29% |
$35.1K - $46.1K
|
10.4K
$370K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.48KNew |
$48.7K - $63.9K
|
1.48K
$52.5K
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-25- 0.43% |
$824 - $1.08K
|
5.83K
$207K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
7.03KNew |
$232K - $304K
|
7.03K
$250K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.59K- 98.41% |
$151K - $198K
|
74
$2.63K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.13KNew |
$268K - $352K
|
8.13K
$289K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-733- 97.73% |
$24.2K - $31.7K
|
17
$605
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
5KNew |
$165K - $216K
|
5K
$178K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-289- 15.15% |
$9.53K - $12.5K
|
1.62K
$57.6K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.55K+ 1275.0% |
$84.1K - $110K
|
2.75K
$97.8K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
257New |
$8.48K - $11.1K
|
257
$9.14K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.98K- 3.99% |
$65.4K - $85.8K
|
47.7K
$1.7M
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-50- 2.28% |
$1.65K - $2.16K
|
2.14K
$76.3K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
35New |
$1.15K - $1.51K
|
35
$1.24K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.53KNew |
$215K - $282K
|
6.53K
$232K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-216- 3.84% |
$7.12K - $9.34K
|
5.42K
$193K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
6.36K+ 108.07% |
$210K - $275K
|
12.3K
$436K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
17.3KNew |
$572K - $750K
|
17.3K
$616K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.67K- 18.96% |
$54.9K - $72K
|
7.12K
$253K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.17KNew |
$204K - $267K
|
6.17K
$220K
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
19+ 0.33% |
$627 - $822
|
5.86K
$208K
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.18% |
$297 - $389
|
5.07K
$180K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95K+ 37.56% |
$64.2K - $84.3K
|
7.14K
$254K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.76K- 48.63% |
$157K - $206K
|
5.03K
$179K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
2.32KNew |
$76.6K - $100K
|
2.32K
$82.6K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 0.9% |
$824 - $1.08K
|
2.77K
$98.4K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
171New |
$5.64K - $7.4K
|
171
$6.08K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.15KNew |
$37.8K - $49.5K
|
1.15K
$40.7K
|