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 334 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,423
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,385
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,349
shares
|
$1.78 Million
0.76% of portfolio
|
Q1 2024
Added 52.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
12,234
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
12,030
shares
|
$1.74 Million
1.37% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,775
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.66%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,732
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
11,624
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 75.14%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
11,443
shares
|
$1.65 Million
1.64% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
11,441
shares
|
$1.65 Million
0.48% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
11,355
shares
|
$1.64 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,163
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
10,714
shares
|
$1.55 Million
1.34% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
10,546
shares
|
$1.52 Million
0.57% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
10,335
shares
|
$1.49 Million
2.5% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,252
shares
|
$1.48 Million
0.15% of portfolio
|
Q2 2025
Added 22.53%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
9,995
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,918
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Added 79.93%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
9,784
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,467
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
9,345
shares
|
$1.35 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
9,249
shares
|
$1.33 Million
0.28% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,192
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,006
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,768
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2025
New holding
|