First Tr Nasdaq Clean Edge Sma GRID
Institutional shares held
12.9 Million
4.6K
calls
800
puts
Total value of holdings
$1.99B
$711K
calls
$123K
puts
# of Institutions
360
We take great care to ensure that the data presented and summarized in this overview for FIRST TR NASDAQ CLEAN EDGE SMA is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding GRID
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Morgan Stanley New York, NY1.51MShares$234 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.19MShares$185 Million0.01% of portfolio
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Harel Insurance Investments & Financial Services Ltd.1.04MShares$160 Million1.41% of portfolio
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Lpl Financial LLC Fort Mill, SC895KShares$138 Million0.04% of portfolio
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Ubs Group Ag777KShares$120 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA499KShares$77.2 Million0.01% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ351KShares$54.3 Million5.98% of portfolio
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Raymond James Financial Inc St. Petersburg, FL328KShares$50.8 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN314KShares$48.6 Million0.01% of portfolio
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Gitterman Wealth Management, LLC241KShares$37.3 Million9.75% of portfolio