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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,104
shares
|
$170,821
0.0% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,087
shares
|
$168,191
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,048
shares
|
$162,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
898
shares
|
$138,947
0.01% of portfolio
|
Q3 2025
Added 79.6%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
865
shares
|
$133,841
0.01% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
807
shares
|
$124,867
0.0% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
803
shares
|
$124,248
0.0% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
739
shares
|
$114,345
0.01% of portfolio
|
Q2 2025
Added 58.24%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
733
shares
|
$113,417
0.01% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
709
shares
|
$109,703
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
700
shares
|
$108,311
0.0% of portfolio
|
Q2 2025
Added 63.55%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
666
shares
|
$103,050
0.0% of portfolio
|
Q2 2025
Reduced 48.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
550
shares
|
$85,101
0.0% of portfolio
|
Q2 2025
Reduced 28.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$77,365
0.0% of portfolio
|
Q2 2023
Added 66.67%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
483
shares
|
$74,734
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
438
shares
|
$67,771
0.0% of portfolio
|
Q4 2024
Added 119.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
397
shares
|
$61,427
0.02% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
380
shares
|
$58,797
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
352
shares
|
$54,464
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
303
shares
|
$46,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
296
shares
|
$45,800
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
288
shares
|
$44,562
0.01% of portfolio
|
Q2 2023
Reduced 63.73%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
275
shares
|
$42,550
0.01% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
267
shares
|
$41,312
0.0% of portfolio
|
Q1 2025
Reduced 64.64%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
263
shares
|
$40,693
0.0% of portfolio
|
Q3 2025
New holding
|