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 349 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
9,420
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 50.91%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
9,345
shares
|
$1.45 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
9,249
shares
|
$1.43 Million
0.28% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,192
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,006
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
8,968
shares
|
$1.39 Million
1.06% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,768
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
8,522
shares
|
$1.32 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,267
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,245
shares
|
$1.28 Million
0.03% of portfolio
|
Q1 2018
Reduced 86.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,244
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
8,122
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,844
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
7,777
shares
|
$1.2 Million
0.02% of portfolio
|
Q2 2025
Added 24.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,695
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,631
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,618
shares
|
$1.18 Million
0.27% of portfolio
|
Q4 2022
Reduced 98.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,524
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 95.63%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,285
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,935
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,927
shares
|
$1.07 Million
0.19% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,767
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,651
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
6,642
shares
|
$1.03 Million
0.2% of portfolio
|
Q3 2025
Added 42.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,616
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 36.44%
|