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 349 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,528
shares
|
$391,157
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,526
shares
|
$390,847
0.05% of portfolio
|
Q2 2025
Reduced 50.66%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
2,505
shares
|
$387,598
0.26% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2,493
shares
|
$385,741
0.07% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
2,490
shares
|
$385,277
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,458
shares
|
$380,326
0.02% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,400
shares
|
$371,352
0.17% of portfolio
|
Q2 2024
Added 32.09%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,278
shares
|
$352,474
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,243
shares
|
$347,059
0.0% of portfolio
|
Q2 2025
Reduced 83.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,128
shares
|
$329,265
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,015
shares
|
$311,780
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,960
shares
|
$303,270
0.04% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
1,944
shares
|
$300,795
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
1,896
shares
|
$293,368
0.07% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,895
shares
|
$293,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,853
shares
|
$286,714
0.06% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,851
shares
|
$286,405
0.02% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,836
shares
|
$284,084
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,770
shares
|
$273,872
0.01% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
1,753
shares
|
$271,241
0.02% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,724
shares
|
$266,754
0.0% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
1,721
shares
|
$266,290
0.33% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
1,690
shares
|
$261,493
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,683
shares
|
$260,410
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,650
shares
|
$255,304
0.0% of portfolio
|
Q3 2025
New holding
|