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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
7,749
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.35%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,704
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,703
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Added 244.96%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,618
shares
|
$1 Million
0.27% of portfolio
|
Q4 2022
Reduced 98.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
7,600
shares
|
$999,096
0.03% of portfolio
|
Q4 2024
Reduced 48.68%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,570
shares
|
$995,152
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,530
shares
|
$989,893
0.03% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
7,318
shares
|
$962,024
0.1% of portfolio
|
Q1 2025
Reduced 44.27%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
7,285
shares
|
$957,686
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,199
shares
|
$946,380
0.06% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,118
shares
|
$935,732
0.03% of portfolio
|
Q1 2025
Reduced 73.93%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,005
shares
|
$920,877
0.02% of portfolio
|
Q1 2025
Added 85.96%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,927
shares
|
$910,623
0.19% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,840
shares
|
$899,186
0.04% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
6,463
shares
|
$849,625
0.19% of portfolio
|
Q1 2025
Added 33.56%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
6,257
shares
|
$822,545
0.01% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,170
shares
|
$811,108
0.05% of portfolio
|
Q1 2025
Reduced 28.49%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
6,019
shares
|
$791,257
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,832
shares
|
$766,674
0.03% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
5,637
shares
|
$741,040
0.19% of portfolio
|
Q1 2025
Reduced 22.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,526
shares
|
$726,447
0.14% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,512
shares
|
$724,607
0.01% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,444
shares
|
$715,668
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,264
shares
|
$692,005
0.2% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
5,254
shares
|
$690,690
0.28% of portfolio
|
Q2 2024
Reduced 3.77%
|