Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.11% |
$51.6 - $68.5
|
927
$29.6K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.02% |
$51.6 - $68.5
|
4.8K
$153K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.02% |
$51.6 - $68.5
|
6.22K
$198K
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.41% |
$103 - $137
|
140
$4.46K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 3.85% |
$619 - $821
|
300
$9.57K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-20- 6.49% |
$1.03K - $1.37K
|
288
$9.18K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-25- 0.52% |
$1.29K - $1.71K
|
4.8K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 9.68% |
$2.32K - $3.08K
|
420
$13.4K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-50- 2.98% |
$2.58K - $3.42K
|
1.63K
$51.9K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-58- 38.93% |
$2.99K - $3.97K
|
91
$2.9K
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-67- 0.89% |
$3.46K - $4.59K
|
7.42K
$237K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-69- 0.36% |
$3.56K - $4.72K
|
18.8K
$601K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-87- 2.08% |
$4.49K - $5.96K
|
4.09K
$130K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-99- 1.3% |
$5.11K - $6.78K
|
7.54K
$240K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-138- 10.33% |
$7.12K - $9.45K
|
1.2K
$38.2K
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 23.73% |
$7.22K - $9.58K
|
450
$14.4K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-147- 12.55% |
$7.58K - $10.1K
|
1.02K
$32.7K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-165- 49.25% |
$8.51K - $11.3K
|
170
$5.42K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-175- 33.14% |
$9.03K - $12K
|
353
$11.3K
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-179- 4.19% |
$9.23K - $12.3K
|
4.09K
$131K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-180Closed |
$9.28K - $12.3K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-184- 1.32% |
$9.49K - $12.6K
|
13.8K
$439K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-193- 2.78% |
$9.95K - $13.2K
|
6.75K
$215K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-237- 2.15% |
$12.2K - $16.2K
|
10.8K
$345K
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-245- 3.25% |
$12.6K - $16.8K
|
7.3K
$233K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-261- 2.29% |
$13.5K - $17.9K
|
11.1K
$355K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-292- 2.02% |
$15.1K - $20K
|
14.1K
$451K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-299- 6.09% |
$15.4K - $20.5K
|
4.61K
$147K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-306- 6.56% |
$15.8K - $20.9K
|
4.36K
$139K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-336- 2.02% |
$17.3K - $23K
|
16.3K
$520K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-339- 8.29% |
$17.5K - $23.2K
|
3.75K
$120K
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-345- 3.69% |
$17.8K - $23.6K
|
8.99K
$287K
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-370- 33.04% |
$19.1K - $25.3K
|
750
$23.9K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-374- 71.1% |
$19.3K - $25.6K
|
152
$4.85K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-378- 2.54% |
$19.5K - $25.9K
|
14.5K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-427- 2.47% |
$22K - $29.2K
|
16.8K
$537K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-509- 3.07% |
$26.3K - $34.8K
|
16.1K
$513K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-571- 6.89% |
$29.5K - $39.1K
|
7.72K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-584- 1.2% |
$30.1K - $40K
|
48K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-701- 9.07% |
$36.2K - $48K
|
7.03K
$224K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-800- 13.21% |
$41.3K - $54.8K
|
5.26K
$168K
|
|
Oct 18, 2022
Q3 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-839- 18.99% |
$43.3K - $57.4K
|
3.58K
$114K
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-968- 4.65% |
$49.9K - $66.3K
|
19.9K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-971- 6.36% |
$50.1K - $66.5K
|
14.3K
$456K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-973- 1.01% |
$50.2K - $66.6K
|
95.3K
$3.04M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.17K- 4.04% |
$60.3K - $80.1K
|
27.8K
$886K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.22K- 1.25% |
$63K - $83.6K
|
96.3K
$3.07M
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 6.31% |
$65.8K - $87.3K
|
18.9K
$604K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3K- 24.84% |
$66.9K - $88.8K
|
3.93K
$125K
|