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 423 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
104
shares
|
$15,881
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
100
shares
|
$15,271
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
99
shares
|
$15,118
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
99
shares
|
$15,118
0.0% of portfolio
|
Q3 2025
Reduced 65.63%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
92
shares
|
$14,049
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
90
shares
|
$13,743
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
90
shares
|
$13,743
0.0% of portfolio
|
Q1 2025
Added 291.3%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
88
shares
|
$13,438
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
81
shares
|
$12,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
80
shares
|
$12,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
77
shares
|
$11,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
71
shares
|
$10,842
0.01% of portfolio
|
Q4 2024
Reduced 70.29%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$9,926
0.0% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
63
shares
|
$9,620
0.0% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
61
shares
|
$9,315
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
55
shares
|
$8,399
0.01% of portfolio
|
Q2 2025
Reduced 65.63%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
49
shares
|
$7,482
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
48
shares
|
$7,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
44
shares
|
$6,719
0.0% of portfolio
|
Q1 2025
Reduced 87.21%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
41
shares
|
$6,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
40
shares
|
$6,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
31
shares
|
$4,734
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
30
shares
|
$4,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
30
shares
|
$4,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
30
shares
|
$4,581
0.0% of portfolio
|
Q3 2025
New holding
|
|