Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
719+ 11.58% |
$31.3K - $37.6K
|
6.93K
$221K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
715+ 35.24% |
$31.1K - $37.4K
|
2.74K
$87.5K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
714+ 3.69% |
$31.1K - $37.3K
|
20.1K
$641K
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
655+ 8.85% |
$28.5K - $34.2K
|
8.05K
$257K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
579+ 11.19% |
$25.2K - $30.3K
|
5.75K
$183K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
552+ 8.59% |
$24K - $28.8K
|
6.98K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
530+ 52.17% |
$23.1K - $27.7K
|
1.55K
$49.3K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
516+ 3.75% |
$22.5K - $27K
|
14.3K
$455K
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
490+ 4.53% |
$21.3K - $25.6K
|
11.3K
$361K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
427+ 4.0% |
$18.6K - $22.3K
|
11.1K
$354K
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
415+ 6.98% |
$18.1K - $21.7K
|
6.36K
$203K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
410+ 4.68% |
$17.9K - $21.4K
|
9.18K
$293K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
393+ 0.89% |
$17.1K - $20.5K
|
44.6K
$1.42M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346+ 90.58% |
$15.1K - $18.1K
|
728
$23.2K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346+ 90.58% |
$15.1K - $18.1K
|
728
$23.2K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
341+ 0.97% |
$14.9K - $17.8K
|
35.7K
$1.14M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
334+ 5.37% |
$14.5K - $17.5K
|
6.56K
$209K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
327+ 3.42% |
$14.2K - $17.1K
|
9.88K
$315K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
313+ 3.19% |
$13.6K - $16.4K
|
10.1K
$323K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
300+ 2.81% |
$13.1K - $15.7K
|
11K
$350K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
288+ 34.41% |
$12.5K - $15K
|
1.13K
$35.9K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250+ 39.68% |
$10.9K - $13.1K
|
880
$28.1K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
218+ 3.97% |
$9.5K - $11.4K
|
5.71K
$182K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
215+ 12.15% |
$9.37K - $11.2K
|
1.98K
$63.3K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
208+ 0.62% |
$9.06K - $10.9K
|
33.8K
$1.08M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
202+ 1.75% |
$8.8K - $10.6K
|
11.7K
$375K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
200+ 232.56% |
$8.71K - $10.5K
|
286
$9.12K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
191+ 2.04% |
$8.32K - $9.98K
|
9.57K
$305K
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
BUY
|
- |
176+ 0.28% |
$7.67K - $9.2K
|
62.6K
$2M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
175+ 0.09% |
$7.62K - $9.14K
|
187K
$5.98M
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
157+ 0.66% |
$6.84K - $8.2K
|
24.1K
$769K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
155New |
$6.75K - $8.1K
|
155
$4.94K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
153New |
$6.66K - $7.99K
|
153
$4.88K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
150+ 0.07% |
$6.53K - $7.84K
|
213K
$6.8M
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
144+ 3.43% |
$6.27K - $7.52K
|
4.35K
$139K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
139+ 2.51% |
$6.05K - $7.26K
|
5.67K
$181K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
132+ 1.7% |
$5.75K - $6.9K
|
7.88K
$251K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
127+ 2.85% |
$5.53K - $6.64K
|
4.59K
$146K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
126+ 6.14% |
$5.49K - $6.58K
|
2.18K
$69.4K
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
117+ 2.64% |
$5.1K - $6.11K
|
4.54K
$145K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
112+ 7.27% |
$4.88K - $5.85K
|
1.65K
$52.7K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
104+ 1.0% |
$4.53K - $5.43K
|
10.5K
$336K
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
96+ 1.49% |
$4.18K - $5.02K
|
6.53K
$208K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
87+ 1.86% |
$3.79K - $4.55K
|
4.76K
$152K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
86+ 0.97% |
$3.75K - $4.49K
|
8.93K
$285K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
83New |
$3.62K - $4.34K
|
83
$2.65K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
65+ 209.68% |
$2.83K - $3.4K
|
96
$3.06K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
65+ 24.9% |
$2.83K - $3.4K
|
326
$10.4K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
60New |
$2.61K - $3.14K
|
60
$1.91K
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.3% |
$871 - $1.05K
|
6.68K
$213K
|