Institutional shares held 11 Million
400 calls
0 puts
Total value of holdings $1.53B
$55K calls
$0 puts
# of Institutions 318


Latest Institutional Activity in GRID

Top Purchases

Q2 2025
True Wealth Advisors, LLC Shares Held: 1.49K ($207K)
Q1 2025
Ubs Group Ag Shares Held: 784K ($109M)
Q1 2025
Bank Of America Corp Shares Held: 1.13M ($157M)
Q1 2025
Jane Street Group, LLC Shares Held: 192K ($26.6M)
Q1 2025
Morgan Stanley Shares Held: 1.42M ($197M)

Top Sells

Q2 2025
Hbw Advisory Services LLC Shares Held: 10K ($1.38M)
Q1 2025
Assetmark, Inc Shares Held: 25.4K ($3.51M)
Q1 2025
Proficio Capital Partners LLC Shares Held: 44.4K ($6.14M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 64.4K ($8.92M)
Q1 2025
Aveo Capital Partners, LLC Shares Held: 2.65K ($367K)

About GRID

Track Institutional and Insider Activities on GRID

Follow FIRST TR NASDAQ CLEAN EDGE SMA and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells GRID shares.

Notify only if

Insider Trading

Get notified when an First Tr Nasdaq Clean Edge Sma insider buys or sells GRID shares.

Notify only if

News

Receive news related to FIRST TR NASDAQ CLEAN EDGE SMA

Track Activities on GRID