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 261 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $927 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
24,022
shares
|
$2.93 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,944
shares
|
$2.8 Million
0.14% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
21,253
shares
|
$2.59 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
20,837
shares
|
$2.54 Million
0.77% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
20,622
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2024
Added 18647.27%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
20,405
shares
|
$2.49 Million
1.31% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
19,536
shares
|
$2.38 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
18,896
shares
|
$2.31 Million
0.16% of portfolio
|
Q2 2024
Added 7.77%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
18,530
shares
|
$2.26 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
18,226
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pecaut & Co.
|
Aug 07, 2024 Q2 2024 |
17,965
shares
|
$2.19 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,863
shares
|
$2.18 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
17,639
shares
|
$2.15 Million
0.06% of portfolio
|
Q2 2024
Added 9.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
16,700
shares
|
$2.04 Million
0.07% of portfolio
|
Q2 2024
Added 18.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
16,696
shares
|
$2.04 Million
0.33% of portfolio
|
Q3 2024
Added 770.04%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,490
shares
|
$2.01 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
16,156
shares
|
$1.97 Million
1.16% of portfolio
|
Q2 2024
Reduced 1.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
15,509
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2022
Added 21.33%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
14,822
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
14,577
shares
|
$1.78 Million
0.89% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,361
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
14,186
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
13,916
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
13,910
shares
|
$1.7 Million
0.04% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 12, 2024 Q2 2024 |
13,629
shares
|
$1.66 Million
1.7% of portfolio
|
Q2 2024
Reduced 1.04%
|