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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
150New |
$6.86K - $9.11K
|
150
$5.36K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$50.7K - $67.4K
|
1.11K
$39.6K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$61.5K - $81.7K
|
1.35K
$48K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
12New |
$549 - $729
|
12
$428
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-180Closed |
$9.28K - $12.3K
|
0
$0
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
49+ 29.88% |
$2.53K - $3.35K
|
213
$7.6K
|
|
Nov 17, 2022
Q3 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-2K- 33.33% |
$103K - $137K
|
4K
$143K
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
CALL |
-55.5K- 50.0% |
$2.86M - $3.8M
|
55.5K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.28KNew |
$324K - $430K
|
6.28K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.8KNew |
$1.69M - $2.25M
|
32.8K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.34K- 37.35% |
$121K - $160K
|
3.93K
$140K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.48KNew |
$231K - $307K
|
4.48K
$160K
|
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.61K+ 135.44% |
$238K - $315K
|
8.01K
$286K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.8K+ 15.81% |
$1.59M - $2.11M
|
226K
$8.06M
|
|
Nov 10, 2022
Q3 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
3.79KNew |
$196K - $260K
|
3.79K
$135K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.39KNew |
$484K - $643K
|
9.39K
$335K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-339- 8.29% |
$17.5K - $23.2K
|
3.75K
$134K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
66New |
$3.4K - $4.52K
|
66
$2.36K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.97KNew |
$102K - $135K
|
1.97K
$70.3K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
5+ 0.1% |
$258 - $342
|
5.03K
$180K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.87KNew |
$200K - $265K
|
3.87K
$138K
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
BUY
|
- |
4.01KNew |
$207K - $274K
|
4.01K
$143K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.2KNew |
$61.6K - $81.8K
|
1.2K
$42.7K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
50New |
$2.58K - $3.42K
|
50
$1.79K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
181New |
$9.34K - $12.4K
|
181
$6.46K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-175- 33.14% |
$9.03K - $12K
|
353
$12.6K
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 4.76% |
$10.3K - $13.7K
|
4.4K
$157K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 23.73% |
$7.22K - $9.58K
|
450
$16.1K
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5.06K- 18.95% |
$261K - $347K
|
21.7K
$773K
|
|
Oct 27, 2022
Q3 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
57+ 0.1% |
$2.94K - $3.9K
|
57.3K
$2.04M
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.5K- 0.67% |
$181K - $240K
|
518K
$18.5M
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
3.73KNew |
$192K - $255K
|
3.73K
$133K
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.79KNew |
$195K - $259K
|
3.79K
$135K
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.16KNew |
$214K - $285K
|
4.16K
$148K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 0.52% |
$1.29K - $1.71K
|
4.8K
$171K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
5.51KNew |
$284K - $377K
|
5.51K
$197K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-179- 4.19% |
$9.23K - $12.3K
|
4.09K
$146K
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.6KNew |
$753K - $999K
|
14.6K
$521K
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-839- 18.99% |
$43.3K - $57.4K
|
3.58K
$128K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.58KNew |
$185K - $245K
|
3.58K
$128K
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
65+ 0.98% |
$3.35K - $4.45K
|
6.72K
$240K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 6.31% |
$65.8K - $87.3K
|
18.9K
$676K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$3.09K - $4.11K
|
60
$2.14K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.54KNew |
$183K - $242K
|
3.54K
$126K
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
44.8KNew |
$2.31M - $3.07M
|
44.8K
$1.6M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.54KClosed |
$209K - $305K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.86KClosed |
$224K - $327K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.41KClosed |
$111K - $162K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-7.33KClosed |
$338K - $493K
|
0
$0
|