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 |
|---|---|---|---|---|---|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
15,931
shares
|
$2.43 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 08, 2026 Q4 2025 |
15,759
shares
|
$2.41 Million
2.12% of portfolio
|
Q4 2025
Added 15.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
15,718
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
15,306
shares
|
$2.34 Million
0.33% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,158
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2025
Added 28.73%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
15,009
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2025
Added 51.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
14,854
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
14,838
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
14,751
shares
|
$2.25 Million
1.04% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
14,717
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 21, 2026 Q4 2025 |
14,465
shares
|
$2.21 Million
2.04% of portfolio
|
Q4 2025
Added 3.16%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
14,302
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2025
Added 1066.56%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
14,005
shares
|
$2.14 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
13,712
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 16.88%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 06, 2025 Q3 2025 |
13,578
shares
|
$2.07 Million
2.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
13,445
shares
|
$2.05 Million
0.28% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
13,333
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,063
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
12,919
shares
|
$1.97 Million
0.18% of portfolio
|
Q4 2025
Added 14.17%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,797
shares
|
$1.95 Million
0.2% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,782
shares
|
$1.95 Million
0.12% of portfolio
|
Q2 2025
Added 65.94%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
12,578
shares
|
$1.92 Million
1.43% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,349
shares
|
$1.89 Million
0.76% of portfolio
|
Q1 2024
Added 52.49%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,284
shares
|
$1.88 Million
2.31% of portfolio
|
Q3 2025
Added 18.86%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
11,817
shares
|
$1.8 Million
1.78% of portfolio
|
Q4 2025
Added 2.84%
|
|