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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-13K- 62.76% |
$566K - $679K
|
7.72K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-163- 3.53% |
$7.1K - $8.52K
|
4.45K
$155K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.4K- 60.66% |
$279K - $334K
|
4.15K
$145K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 24.69% |
$3.44K - $4.13K
|
241
$8.4K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250+ 39.68% |
$10.9K - $13.1K
|
880
$30.7K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-12.3K- 66.79% |
$535K - $641K
|
6.1K
$213K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.09% |
$43.6 - $52.3
|
1.09K
$38K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
60New |
$2.61K - $3.14K
|
60
$2.09K
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.08% |
$174 - $209
|
4.82K
$168K
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$348 - $418
|
4.22K
$147K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
806New |
$35.1K - $42.1K
|
806
$28.1K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
188KNew |
$8.18M - $9.82M
|
188K
$6.55M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.67KNew |
$204K - $244K
|
4.67K
$163K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2+ 0.24% |
$87.1 - $105
|
831
$29K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.09KNew |
$134K - $161K
|
3.09K
$108K
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1K- 14.81% |
$43.6K - $52.3K
|
5.75K
$200K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-7K- 47.12% |
$305K - $366K
|
7.86K
$274K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 3.83% |
$305 - $366
|
176
$6.13K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-114- 0.99% |
$4.97K - $5.96K
|
11.4K
$399K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-187- 59.94% |
$8.15K - $9.77K
|
125
$4.36K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
139+ 2.51% |
$6.05K - $7.26K
|
5.67K
$198K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-436- 7.2% |
$19K - $22.8K
|
5.62K
$196K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-120- 1.63% |
$5.23K - $6.27K
|
7.22K
$252K
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-600- 11.17% |
$26.1K - $31.4K
|
4.77K
$166K
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-50- 1.09% |
$2.18K - $2.61K
|
4.53K
$158K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.9KNew |
$560K - $672K
|
12.9K
$448K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
155New |
$6.75K - $8.1K
|
155
$5.4K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
144+ 3.43% |
$6.27K - $7.52K
|
4.35K
$151K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.09K- 19.7% |
$178K - $214K
|
16.7K
$581K
|
|
Q1 2023 | |||||||
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-51.8K- 30.03% |
$2.36M - $3.03M
|
121K
$4.21M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78K- 27.59% |
$81.2K - $104K
|
4.68K
$163K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
120New |
$5.47K - $7.01K
|
120
$4.18K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-55- 8.4% |
$2.51K - $3.21K
|
600
$20.9K
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.2KNew |
$191K - $246K
|
4.2K
$147K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-880- 10.97% |
$40.1K - $51.4K
|
7.14K
$249K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 27.59% |
$72.9K - $93.5K
|
4.2K
$146K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
90+ 900.0% |
$4.1K - $5.26K
|
100
$3.49K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
880New |
$40.1K - $51.4K
|
880
$30.7K
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$175K - $225K
|
3.85K
$134K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33New |
$1.5K - $1.93K
|
33
$1.15K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
18.5KNew |
$842K - $1.08M
|
18.5K
$644K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
125New |
$5.69K - $7.31K
|
125
$4.36K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.43K- 22.01% |
$65.2K - $83.6K
|
5.07K
$177K
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-1.08K- 3.45% |
$49K - $62.9K
|
30.1K
$1.05M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13.7K- 53.4% |
$623K - $800K
|
11.9K
$416K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.98KNew |
$181K - $232K
|
3.98K
$139K
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
103New |
$4.69K - $6.02K
|
103
$3.59K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-412- 25.25% |
$18.8K - $24.1K
|
1.22K
$42.5K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
5KNew |
$228K - $292K
|
5K
$174K
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-61K- 33.26% |
$2.78M - $3.56M
|
122K
$4.27M
|