Purchases and Sales Made in Q1 2023 in First Tr Nasdaq Clean Edge Gre (QCLN)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Gre (QCLN) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE GRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
33New |
$1.5K - $1.93K
|
33
$1.08K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
23+ 0.63% |
$1.05K - $1.34K
|
3.7K
$122K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22+ 0.4% |
$1K - $1.29K
|
5.53K
$182K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
21+ 22.34% |
$957 - $1.23K
|
115
$3.78K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
20New |
$911 - $1.17K
|
20
$657
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.19% |
$410 - $526
|
4.81K
$158K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.11% |
$319 - $409
|
6.66K
$219K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
7New |
$319 - $409
|
7
$230
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6+ 0.1% |
$273 - $351
|
6.22K
$204K
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.1% |
$228 - $292
|
5.04K
$166K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4+ 0.09% |
$182 - $234
|
4.61K
$152K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
4+ 0.07% |
$182 - $234
|
5.64K
$185K
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.01% |
$45.6 - $58.4
|
10.7K
$350K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.24% |
$45.6 - $58.4
|
421
$13.8K
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.53% |
$45.6 - $58.4
|
191
$6.27K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10- 0.18% |
$456 - $584
|
5.65K
$186K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16- 0.13% |
$729 - $935
|
12.4K
$408K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-17- 1.54% |
$774 - $993
|
1.09K
$35.8K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-23- 0.31% |
$1.05K - $1.34K
|
7.34K
$241K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-30- 1.57% |
$1.37K - $1.75K
|
1.88K
$61.6K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-50- 0.96% |
$2.28K - $2.92K
|
5.17K
$170K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-55- 8.4% |
$2.51K - $3.21K
|
600
$19.7K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-99- 10.67% |
$4.51K - $5.79K
|
829
$27.2K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-99- 14.06% |
$4.51K - $5.79K
|
605
$19.9K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 89.29% |
$4.56K - $5.84K
|
12
$394
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 23.29% |
$5.28K - $6.78K
|
382
$12.5K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-116- 2.63% |
$5.28K - $6.78K
|
4.3K
$141K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-137- 0.39% |
$6.24K - $8.01K
|
35K
$1.15M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-147- 1.26% |
$6.7K - $8.59K
|
11.5K
$379K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-147- 1.98% |
$6.7K - $8.59K
|
7.27K
$239K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-153Closed |
$6.97K - $8.94K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-181- 11.13% |
$8.24K - $10.6K
|
1.45K
$47.5K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-185- 1.23% |
$8.43K - $10.8K
|
14.9K
$490K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-226- 10.02% |
$10.3K - $13.2K
|
2.03K
$66.7K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-229- 2.1% |
$10.4K - $13.4K
|
10.7K
$350K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-229- 72.7% |
$10.4K - $13.4K
|
86
$2.83K
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-258- 1.71% |
$11.8K - $15.1K
|
14.9K
$488K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-266- 97.79% |
$12.1K - $15.5K
|
6
$197
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-287- 20.44% |
$13.1K - $16.8K
|
1.12K
$36.7K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-307- 8.84% |
$14K - $17.9K
|
3.16K
$104K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-345- 5.34% |
$15.7K - $20.2K
|
6.11K
$201K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-405- 3.61% |
$18.4K - $23.7K
|
10.8K
$356K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-412- 25.25% |
$18.8K - $24.1K
|
1.22K
$40.1K
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-441- 7.59% |
$20.1K - $25.8K
|
5.37K
$177K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-563- 8.62% |
$25.6K - $32.9K
|
5.97K
$196K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-650- 8.71% |
$29.6K - $38K
|
6.81K
$224K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-683- 5.4% |
$31.1K - $39.9K
|
12K
$393K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-692- 6.16% |
$31.5K - $40.4K
|
10.5K
$346K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-695- 9.76% |
$31.7K - $40.6K
|
6.43K
$211K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-700- 6.51% |
$31.9K - $40.9K
|
10.1K
$330K
|