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 303 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,817
shares
|
$892,310
0.03% of portfolio
|
Q4 2024
Added 83.84%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,618
shares
|
$869,594
0.27% of portfolio
|
Q4 2022
Reduced 98.85%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
7,427
shares
|
$847,792
0.05% of portfolio
|
Q4 2024
Added 22.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
7,399
shares
|
$844,595
0.06% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
7,310
shares
|
$834,436
0.27% of portfolio
|
Q4 2024
Added 37.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,285
shares
|
$831,582
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,927
shares
|
$790,717
0.19% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,532
shares
|
$745,627
0.07% of portfolio
|
Q4 2024
Reduced 98.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
6,479
shares
|
$739,577
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,298
shares
|
$718,916
0.01% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,999
shares
|
$684,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,927
shares
|
$676,567
0.08% of portfolio
|
Q4 2024
Added 66.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,719
shares
|
$652,823
0.01% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
5,618
shares
|
$641,294
0.05% of portfolio
|
Q4 2024
Reduced 32.64%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,604
shares
|
$639,696
0.19% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
5,254
shares
|
$599,744
0.29% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
5,140
shares
|
$586,731
0.32% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,040
shares
|
$575,316
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
5,033
shares
|
$574,516
0.13% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
4,939
shares
|
$563,786
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,870
shares
|
$555,910
0.13% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,839
shares
|
$552,371
0.15% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,638
shares
|
$529,427
0.08% of portfolio
|
Q4 2024
Reduced 46.04%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,378
shares
|
$499,748
0.06% of portfolio
|
Q4 2024
Added 151.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
4,340
shares
|
$495,411
0.0% of portfolio
|
Q4 2024
Added 5.06%
|