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 303 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
516
shares
|
$58,901
0.0% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$57,075
0.0% of portfolio
|
Q2 2023
Added 66.67%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
483
shares
|
$55,134
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
469
shares
|
$53,536
0.0% of portfolio
|
Q4 2024
Added 501.28%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
448
shares
|
$51,139
0.0% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
438
shares
|
$49,997
0.0% of portfolio
|
Q4 2024
Added 119.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
347
shares
|
$39,610
0.0% of portfolio
|
Q4 2024
Added 112.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
344
shares
|
$39,267
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
337
shares
|
$38,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
325
shares
|
$37,098
0.0% of portfolio
|
Q2 2022
Reduced 82.19%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
294
shares
|
$33,560
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
288
shares
|
$32,875
0.01% of portfolio
|
Q2 2023
Reduced 63.73%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
250
shares
|
$28,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
236
shares
|
$26,939
0.0% of portfolio
|
Q4 2024
Added 57.33%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
212
shares
|
$24,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
207
shares
|
$23,629
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
200
shares
|
$22,830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$22,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
192
shares
|
$21,916
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
168
shares
|
$19,177
0.01% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
160
shares
|
$18,264
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
160
shares
|
$18,264
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
150
shares
|
$17,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
143
shares
|
$16,323
0.0% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
120
shares
|
$13,698
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|