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 317 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
1,951
shares
|
$256,478
0.06% of portfolio
|
Q1 2025
New holding
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
1,909
shares
|
$250,957
0.04% of portfolio
|
Q1 2025
New holding
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
1,903
shares
|
$250,168
0.06% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
1,889
shares
|
$248,327
0.02% of portfolio
|
Q1 2025
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,851
shares
|
$243,332
0.02% of portfolio
|
Q1 2025
Added 5.17%
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
1,849
shares
|
$243,069
0.05% of portfolio
|
Q1 2025
Added 5.72%
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,818
shares
|
$238,994
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,789
shares
|
$235,181
0.0% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,771
shares
|
$232,815
0.0% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,740
shares
|
$228,740
0.01% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,716
shares
|
$225,585
0.25% of portfolio
|
Q1 2025
New holding
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,540
shares
|
$202,448
0.01% of portfolio
|
Q1 2025
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,375
shares
|
$180,757
0.02% of portfolio
|
Q1 2025
Added 41.03%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,372
shares
|
$180,363
0.0% of portfolio
|
Q1 2025
Added 295.39%
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,294
shares
|
$170,109
0.0% of portfolio
|
Q1 2025
Added 94.29%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,174
shares
|
$154,334
0.0% of portfolio
|
Q4 2024
Added 11.92%
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,172
shares
|
$154,071
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,159
shares
|
$152,362
0.0% of portfolio
|
Q1 2025
Added 30.81%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,106
shares
|
$145,394
0.0% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,104
shares
|
$145,131
0.0% of portfolio
|
Q4 2024
Added 23.91%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,087
shares
|
$142,897
0.05% of portfolio
|
Q1 2025
New holding
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,048
shares
|
$137,770
0.0% of portfolio
|
Q2 2024
New holding
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
895
shares
|
$117,656
0.01% of portfolio
|
Q1 2025
New holding
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
783
shares
|
$102,933
0.0% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
767
shares
|
$100,829
0.0% of portfolio
|
Q1 2025
Reduced 3.28%
|