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 334 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,960
shares
|
$282,847
0.04% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
1,944
shares
|
$280,538
0.03% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,941
shares
|
$280,105
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,895
shares
|
$273,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
1,883
shares
|
$271,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
1,859
shares
|
$268,272
0.07% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,851
shares
|
$267,117
0.02% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,836
shares
|
$264,953
0.01% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,835
shares
|
$264,808
0.06% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,761
shares
|
$254,129
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
1,753
shares
|
$252,975
0.02% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,724
shares
|
$248,790
0.0% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
1,721
shares
|
$248,357
0.33% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,683
shares
|
$242,873
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,615
shares
|
$233,060
0.01% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$230,896
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,600
shares
|
$230,896
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
1,591
shares
|
$229,597
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
1,584
shares
|
$228,587
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,582
shares
|
$228,298
0.02% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,574
shares
|
$227,143
0.01% of portfolio
|
Q2 2025
Reduced 22.84%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
1,567
shares
|
$226,133
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
1,561
shares
|
$225,267
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,554
shares
|
$224,257
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,550
shares
|
$223,680
0.01% of portfolio
|
Q2 2025
Reduced 33.48%
|