Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
97.1K+ 53.61% |
$3.16M - $3.54M
|
278K
$9.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
86.1KNew |
$2.8M - $3.14M
|
86.1K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 15.19% |
$716K - $801K
|
167K
$5.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19.4KNew |
$631K - $706K
|
19.4K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
17.1K+ 51.48% |
$556K - $623K
|
50.3K
$1.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
8.67KNew |
$282K - $316K
|
8.67K
$285K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.01KNew |
$261K - $292K
|
8.01K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.61KNew |
$215K - $241K
|
6.61K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 23.63% |
$142K - $159K
|
22.8K
$749K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.13KNew |
$134K - $151K
|
4.13K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 23.23% |
$96.1K - $108K
|
15.7K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.41K+ 12.76% |
$78.4K - $87.7K
|
21.3K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.12K+ 30.59% |
$68.9K - $77.1K
|
9.04K
$297K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.28K+ 980.77% |
$41.5K - $46.5K
|
1.41K
$46.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
959New |
$31.2K - $34.9K
|
959
$31.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
828New |
$27K - $30.2K
|
828
$27.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
709New |
$23.1K - $25.8K
|
709
$23.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
357+ 49.04% |
$11.6K - $13K
|
1.09K
$35.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
287+ 3.3% |
$9.34K - $10.5K
|
8.98K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
111+ 38.95% |
$3.61K - $4.04K
|
396
$13K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
97New |
$3.16K - $3.53K
|
97
$3.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
81New |
$2.64K - $2.95K
|
81
$2.66K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
30New |
$976 - $1.09K
|
30
$986
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
30New |
$976 - $1.09K
|
30
$986
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
25New |
$814 - $911
|
25
$821
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 2.32% |
$358 - $401
|
485
$15.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$326 - $364
|
10
$329
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.41% |
$326 - $364
|
719
$23.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.13% |
$65.1 - $72.9
|
1.53K
$50.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.47% |
$32.6 - $36.4
|
216
$7.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 3.23% |
$32.6 - $36.4
|
32
$1.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$32.6 - $36.4
|
1
$32.9
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-25- 10.29% |
$814 - $911
|
218
$7.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 61.54% |
$1.3K - $1.46K
|
25
$821
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-63- 0.72% |
$2.05K - $2.3K
|
8.7K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-101- 6.95% |
$3.29K - $3.68K
|
1.35K
$44.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-128- 28.32% |
$4.17K - $4.66K
|
324
$10.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-150- 7.0% |
$4.88K - $5.47K
|
1.99K
$65.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-151- 0.9% |
$4.92K - $5.5K
|
16.7K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-155- 10.58% |
$5.05K - $5.65K
|
1.31K
$43K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-172- 2.15% |
$5.6K - $6.27K
|
7.81K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-250- 21.72% |
$8.14K - $9.11K
|
901
$29.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-386- 1.91% |
$12.6K - $14.1K
|
19.8K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-581- 30.71% |
$18.9K - $21.2K
|
1.31K
$43.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-616- 88.0% |
$20.1K - $22.4K
|
84
$2.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-719- 6.02% |
$23.4K - $26.2K
|
11.2K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-720- 5.39% |
$23.4K - $26.2K
|
12.6K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-789- 37.15% |
$25.7K - $28.8K
|
1.34K
$43.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-826- 8.7% |
$26.9K - $30.1K
|
8.67K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-966- 7.0% |
$31.4K - $35.2K
|
12.8K
$422K
|