Institutional Ownership First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $814 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
829,504
shares
|
$98.2 Million
0.3% of portfolio
|
Q2 2024
Added 7157.89%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
645,527
shares
|
$76.4 Million
0.01% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
490,296
shares
|
$58 Million
0.01% of portfolio
|
Q2 2024
Added 42.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
419,669
shares
|
$49.7 Million
0.02% of portfolio
|
Q2 2024
Added 31.77%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2024 Q2 2024 |
291,011
shares
|
$34.4 Million
4.15% of portfolio
|
Q2 2024
Added 7.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
285,714
shares
|
$33.8 Million
0.01% of portfolio
|
Q2 2024
Added 12.08%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
281,836
shares
|
$33.4 Million
0.01% of portfolio
|
Q2 2024
Added 15.77%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
213,734
shares
|
$25.3 Million
6.69% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
172,971
shares
|
$20.5 Million
7.77% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jul 29, 2024 Q2 2024 |
130,000
shares
|
$15.4 Million
1.77% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
127,501
shares
|
$15.1 Million
0.08% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
111,934
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2024
Added 31.49%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
110,901
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2024
Added 47.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
109,400
shares
|
$12.9 Million
0.03% of portfolio
|
Q2 2024
Added 122.87%
|
|
|
Bank Hapoalim Bm
|
Jul 23, 2024 Q2 2024 |
106,500
shares
|
$12.6 Million
1.74% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
105,790
shares
|
$12.5 Million
0.08% of portfolio
|
Q2 2024
Added 9.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
101,168
shares
|
$12 Million
0.01% of portfolio
|
Q2 2024
Added 52.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
84,468
shares
|
$10 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
82,431
shares
|
$9.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
78,451
shares
|
$9.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
70,771
shares
|
$8.38 Million
0.03% of portfolio
|
Q2 2024
Added 33.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
55,678
shares
|
$6.59 Million
0.01% of portfolio
|
Q2 2024
Added 8.99%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
55,500
shares
|
$6.57 Million
0.04% of portfolio
|
Q2 2024
Added 79.03%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
55,307
shares
|
$6.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
55,282
shares
|
$6.54 Million
0.02% of portfolio
|
Q2 2024
Added 7.87%
|