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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
32,307
shares
|
$5 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2025 Q2 2025 |
30,000
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 63.41%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
29,626
shares
|
$4.58 Million
1.07% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
28,200
shares
|
$4.36 Million
0.83% of portfolio
|
Q2 2025
Added 40.87%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
27,963
shares
|
$4.33 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
27,569
shares
|
$4.27 Million
0.17% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
27,202
shares
|
$4.21 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
27,149
shares
|
$4.2 Million
1.71% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
27,102
shares
|
$4.19 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
27,102
shares
|
$4.19 Million
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
26,863
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
26,540
shares
|
$4.11 Million
2.57% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
25,810
shares
|
$3.99 Million
1.24% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
24,925
shares
|
$3.86 Million
0.51% of portfolio
|
Q3 2025
Added 25.33%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,880
shares
|
$3.85 Million
0.23% of portfolio
|
Q3 2025
Added 851.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,169
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 87.4%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
23,155
shares
|
$3.58 Million
1.15% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
22,358
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
21,591
shares
|
$3.34 Million
1.54% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
21,366
shares
|
$3.31 Million
0.16% of portfolio
|
Q3 2025
Added 1034.68%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
21,299
shares
|
$3.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,009
shares
|
$3.25 Million
0.11% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
20,564
shares
|
$3.18 Million
0.69% of portfolio
|
Q3 2025
Added 65.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
20,426
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,381
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2025
Added 1385.5%
|