Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
621+ 86.85% |
N/A
|
1.34K
$47.5K
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
600+ 3.51% |
N/A
|
17.7K
$630K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
576+ 3.39% |
N/A
|
17.6K
$625K
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
570+ 13.81% |
N/A
|
4.7K
$167K
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
550+ 17.89% |
N/A
|
3.63K
$129K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
533+ 2.56% |
N/A
|
21.3K
$759K
|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
BUY
|
- |
464+ 1.65% |
N/A
|
28.7K
$1.02M
|
|
Jul 29, 2021
Q2 2021
|
South Shore Capital Advisors
|
BUY
|
- |
457+ 7.28% |
N/A
|
6.74K
$240K
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
369+ 10.52% |
N/A
|
3.88K
$138K
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
366+ 2.51% |
N/A
|
15K
$532K
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
365+ 5.22% |
N/A
|
7.36K
$262K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
315New |
N/A
|
315
$11.2K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 150.0% |
N/A
|
500
$17.8K
|
|
Jul 30, 2021
Q2 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
270New |
N/A
|
270
$9.6K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
263+ 7.7% |
N/A
|
3.68K
$131K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
254+ 27.76% |
N/A
|
1.17K
$41.6K
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
250+ 41.32% |
N/A
|
855
$30.4K
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
228New |
N/A
|
228
$8.11K
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
211+ 4.77% |
N/A
|
4.63K
$165K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200New |
N/A
|
200
$7.11K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
200New |
N/A
|
200
$7.11K
|
|
Jul 14, 2021
Q2 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
200New |
N/A
|
200
$7.11K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
184New |
N/A
|
184
$6.54K
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
153+ 4.44% |
N/A
|
3.6K
$128K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
151+ 1.08% |
N/A
|
14.1K
$501K
|
|
Aug 10, 2021
Q2 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
150+ 60.0% |
N/A
|
400
$14.2K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
135+ 29.16% |
N/A
|
598
$21.3K
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
BUY
|
- |
134+ 3.37% |
N/A
|
4.11K
$146K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122New |
N/A
|
122
$4.34K
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
120+ 13.57% |
N/A
|
1K
$35.7K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
90+ 1.66% |
N/A
|
5.53K
$197K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
80+ 32.52% |
N/A
|
326
$11.6K
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
75New |
N/A
|
75
$2.67K
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
75New |
N/A
|
75
$2.67K
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
75+ 1.89% |
N/A
|
4.04K
$144K
|
|
Aug 12, 2021
Q2 2021
|
Albion Financial Group
|
BUY
|
- |
60New |
N/A
|
60
$2.13K
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
30+ 23.08% |
N/A
|
160
$5.69K
|
|
Aug 10, 2021
Q2 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
22+ 0.58% |
N/A
|
3.79K
$135K
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 5.48% |
N/A
|
385
$13.7K
|
|
Aug 03, 2021
Q2 2021
|
Community Bank, N.A.
|
BUY
|
- |
15New |
N/A
|
15
$534
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
15New |
N/A
|
15
$534
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
10New |
N/A
|
10
$356
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.02% |
N/A
|
6.64K
$236K
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-41- 5.69% |
N/A
|
680
$24.2K
|
|
Jul 15, 2021
Q2 2021
|
Adirondack Trust CO
|
SELL
|
- |
-45- 2.78% |
N/A
|
1.57K
$55.9K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-50- 0.6% |
N/A
|
8.22K
$292K
|
|
Jul 07, 2021
Q2 2021
|
Appleton Partners Inc
|
SELL
|
- |
-50- 0.55% |
N/A
|
9.06K
$322K
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-54- 9.02% |
N/A
|
545
$19.4K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-60- 35.71% |
N/A
|
108
$3.84K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-105- 2.04% |
N/A
|
5.05K
$180K
|