Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.03K- 71.03% |
$43.5K - $58K
|
420
$13.8K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.04K- 15.0% |
$43.9K - $58.5K
|
5.89K
$193K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.21K- 12.12% |
$51.2K - $68.2K
|
8.78K
$289K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.22K- 9.59% |
$51.3K - $68.5K
|
11.5K
$376K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.4K- 5.24% |
$59.3K - $79.1K
|
25.4K
$834K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 95.31% |
$62.7K - $83.6K
|
73
$2.4K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.57K- 5.5% |
$66.2K - $88.3K
|
26.9K
$885K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-1.59K- 8.03% |
$67K - $89.3K
|
18.2K
$596K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.59K- 11.74% |
$67.3K - $89.7K
|
12K
$393K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.64K- 62.16% |
$69.5K - $92.6K
|
1K
$32.9K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.72K- 6.33% |
$72.5K - $96.7K
|
25.4K
$835K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.75K- 6.94% |
$73.9K - $98.5K
|
23.5K
$771K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.99K- 5.84% |
$84K - $112K
|
32K
$1.05M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.18K- 2.01% |
$92.1K - $123K
|
106K
$3.49M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.19K- 15.52% |
$92.5K - $123K
|
11.9K
$392K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.46K- 12.28% |
$104K - $138K
|
17.6K
$577K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.47K- 53.92% |
$105K - $139K
|
2.11K
$69.4K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.78K- 27.38% |
$117K - $157K
|
7.37K
$242K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.94K- 4.73% |
$124K - $165K
|
59.2K
$1.94M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.2K- 32.38% |
$135K - $180K
|
6.68K
$219K
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-3.24K- 5.18% |
$137K - $183K
|
59.4K
$1.95M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.51K- 17.78% |
$148K - $198K
|
16.2K
$533K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.56K- 95.83% |
$150K - $201K
|
155
$5.09K
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.87K- 32.12% |
$164K - $218K
|
8.18K
$269K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.27K- 11.96% |
$180K - $240K
|
31.4K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.27K- 2.09% |
$265K - $353K
|
294K
$9.67M
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-6.28K- 66.53% |
$265K - $354K
|
3.16K
$104K
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8.12KClosed |
$343K - $457K
|
0
$0
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.33KClosed |
$352K - $469K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.56K- 18.81% |
$362K - $482K
|
36.9K
$1.21M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10K- 5.36% |
$424K - $566K
|
177K
$5.83M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.8K- 65.27% |
$542K - $723K
|
6.83K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.3K- 3.74% |
$646K - $861K
|
393K
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-16.4K- 62.63% |
$693K - $924K
|
9.79K
$321K
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-16.5K- 96.55% |
$697K - $929K
|
590
$19.4K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.2K- 44.93% |
$810K - $1.08M
|
23.5K
$772K
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-22.4K- 11.85% |
$947K - $1.26M
|
167K
$5.48M
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-28.4K- 26.2% |
$1.2M - $1.6M
|
80.1K
$2.63M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-29.3K- 15.59% |
$1.24M - $1.65M
|
158K
$5.21M
|
|
Oct 25, 2023
Q3 2023
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-30K- 58.82% |
$1.27M - $1.69M
|
21K
$690K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.5K- 40.6% |
$1.58M - $2.11M
|
54.8K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44K- 45.94% |
$1.86M - $2.48M
|
51.7K
$1.7M
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-50.6K- 77.48% |
$2.14M - $2.85M
|
14.7K
$483K
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-61.5K- 66.61% |
$2.6M - $3.47M
|
30.8K
$1.01M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-68.1K- 28.55% |
$2.88M - $3.83M
|
170K
$5.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-78.6K- 9.54% |
$3.32M - $4.43M
|
745K
$24.5M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-81.5K- 8.71% |
$3.44M - $4.59M
|
854K
$28.1M
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-105K- 59.52% |
$4.43M - $5.91M
|
71.3K
$2.34M
|