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 274 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$642,334
0.01% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
5,079
shares
|
$638,938
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,033
shares
|
$633,151
0.03% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
5,028
shares
|
$632,522
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,994
shares
|
$628,245
0.15% of portfolio
|
Q3 2024
Added 22.43%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,939
shares
|
$621,326
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,915
shares
|
$618,307
0.16% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
4,914
shares
|
$618,181
0.15% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,650
shares
|
$584,970
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,555
shares
|
$573,019
0.04% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$545,594
0.16% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,313
shares
|
$542,575
0.19% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,252
shares
|
$534,901
0.02% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
4,202
shares
|
$528,611
0.15% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,131
shares
|
$519,679
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
4,068
shares
|
$511,754
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,043
shares
|
$508,609
0.0% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,024
shares
|
$506,219
0.04% of portfolio
|
Q3 2024
Reduced 28.51%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,918
shares
|
$492,884
0.01% of portfolio
|
Q2 2024
Added 15.54%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,910
shares
|
$491,878
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$485,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
3,839
shares
|
$482,946
0.04% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$475,398
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,744
shares
|
$470,995
0.01% of portfolio
|
Q3 2024
Reduced 45.64%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,707
shares
|
$466,340
0.26% of portfolio
|
Q3 2024
Added 32.16%
|