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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
20,237
shares
|
$3.13 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
20,048
shares
|
$3.1 Million
0.2% of portfolio
|
Q2 2025
Added 40.55%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
19,755
shares
|
$3.06 Million
0.38% of portfolio
|
Q2 2025
Added 85.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,952
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
18,820
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
18,804
shares
|
$2.91 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
18,740
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,863
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
17,262
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
17,195
shares
|
$2.66 Million
0.02% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,816
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
16,711
shares
|
$2.59 Million
0.32% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,931
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
15,912
shares
|
$2.46 Million
0.55% of portfolio
|
Q3 2025
Added 719.78%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
15,800
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
15,718
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,685
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
15,569
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
15,436
shares
|
$2.39 Million
0.04% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,156
shares
|
$2.35 Million
0.59% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
15,075
shares
|
$2.33 Million
1.01% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,009
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Added 51.33%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,696
shares
|
$2.27 Million
0.16% of portfolio
|
Q2 2025
Added 68.17%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
14,554
shares
|
$2.25 Million
1.49% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
14,554
shares
|
$2.25 Million
0.05% of portfolio
|
Q2 2025
Added 0.19%
|