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 |
|---|---|---|---|---|---|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
7,944
shares
|
$969,406
0.83% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,618
shares
|
$929,624
0.27% of portfolio
|
Q4 2022
Reduced 98.85%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
7,467
shares
|
$911,198
0.29% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
7,426
shares
|
$906,194
0.01% of portfolio
|
Q2 2024
Added 3.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,285
shares
|
$888,988
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
7,012
shares
|
$855,674
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
6,954
shares
|
$848,596
0.0% of portfolio
|
Q2 2024
Reduced 26.25%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,927
shares
|
$845,301
0.19% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
6,731
shares
|
$821,383
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
6,284
shares
|
$766,836
0.0% of portfolio
|
Q2 2024
Added 230.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
6,283
shares
|
$766,714
0.08% of portfolio
|
Q1 2024
Added 1.91%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,065
shares
|
$740,111
0.04% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
6,010
shares
|
$733,400
0.23% of portfolio
|
Q3 2024
Added 2761.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
5,629
shares
|
$686,906
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
5,627
shares
|
$686,662
0.07% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
5,469
shares
|
$667,382
0.2% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
5,254
shares
|
$641,145
0.32% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,210
shares
|
$635,776
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,050
shares
|
$616,251
0.0% of portfolio
|
Q2 2024
Added 37.12%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
5,028
shares
|
$613,566
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,994
shares
|
$609,417
0.15% of portfolio
|
Q3 2024
Added 22.43%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,939
shares
|
$602,706
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
4,919
shares
|
$600,265
0.01% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
4,914
shares
|
$599,655
0.15% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Signature Securities Group Corporation
|
Aug 12, 2024 Q2 2024 |
4,906
shares
|
$598,679
0.16% of portfolio
|
Q2 2024
Added 1.28%
|