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 274 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
439
shares
|
$54,585
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
408
shares
|
$50,730
0.0% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
344
shares
|
$42,772
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
325
shares
|
$40,410
0.0% of portfolio
|
Q2 2022
Reduced 82.19%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
294
shares
|
$36,555
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
288
shares
|
$35,809
0.01% of portfolio
|
Q2 2023
Reduced 63.73%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
239
shares
|
$29,717
0.01% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
200
shares
|
$24,868
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$24,868
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$24,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
163
shares
|
$20,267
0.0% of portfolio
|
Q3 2024
Added 20.74%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
160
shares
|
$19,894
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
155
shares
|
$19,272
0.02% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
152
shares
|
$18,899
0.0% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
150
shares
|
$18,651
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
128
shares
|
$15,915
0.0% of portfolio
|
Q3 2024
Reduced 85.54%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
128
shares
|
$15,915
0.0% of portfolio
|
Q3 2024
Added 88.24%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
123
shares
|
$15,293
0.0% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
120
shares
|
$14,920
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
119
shares
|
$14,796
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
108
shares
|
$13,428
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
108
shares
|
$13,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
103
shares
|
$12,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$12,434
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$12,434
0.0% of portfolio
|
Q3 2024
New holding
|