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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$72,155
0.01% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
483
shares
|
$69,701
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
438
shares
|
$63,207
0.0% of portfolio
|
Q4 2024
Added 119.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
397
shares
|
$57,291
0.02% of portfolio
|
Q2 2025
Added 33.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
380
shares
|
$54,837
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
352
shares
|
$50,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
303
shares
|
$43,725
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
296
shares
|
$42,715
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
288
shares
|
$41,561
0.01% of portfolio
|
Q2 2023
Reduced 63.73%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
275
shares
|
$39,685
0.01% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
267
shares
|
$38,530
0.0% of portfolio
|
Q1 2025
Reduced 64.64%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
260
shares
|
$37,520
0.01% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
250
shares
|
$36,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
212
shares
|
$30,593
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
212
shares
|
$30,593
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$28,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
195
shares
|
$28,140
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
171
shares
|
$24,677
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
160
shares
|
$23,089
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
152
shares
|
$21,935
0.0% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
150
shares
|
$21,646
0.0% of portfolio
|
Q1 2025
Reduced 36.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
120
shares
|
$17,317
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
114
shares
|
$16,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
108
shares
|
$15,585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$14,431
0.01% of portfolio
|
Q3 2023
New holding
|