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 317 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
11,713
shares
|
$1.54 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,581
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
Reduced 39.81%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
11,441
shares
|
$1.5 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
11,441
shares
|
$1.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,384
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
11,380
shares
|
$1.5 Million
0.36% of portfolio
|
Q1 2025
Added 16.15%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
11,263
shares
|
$1.48 Million
1.16% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
11,133
shares
|
$1.46 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
10,655
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2025
Added 25.62%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
10,409
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,368
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Added 303.58%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
10,205
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
10,128
shares
|
$1.33 Million
0.18% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,847
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
9,657
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,518
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
9,345
shares
|
$1.23 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,223
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
9,156
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 145.27%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
8,739
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 33.79%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
8,609
shares
|
$1.13 Million
0.43% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,426
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,367
shares
|
$1.1 Million
0.1% of portfolio
|
Q1 2025
Added 41.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,245
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2018
Reduced 86.22%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
8,122
shares
|
$1.07 Million
0.16% of portfolio
|
Q1 2025
Added 0.02%
|