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 |
|---|---|---|---|---|---|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
8,638
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,267
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,245
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2018
Reduced 86.22%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,244
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
8,122
shares
|
$1.17 Million
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,844
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Added 8.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
7,777
shares
|
$1.12 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
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,631
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
7,618
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2022
Reduced 98.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
7,524
shares
|
$1.09 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
|
$1.05 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 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
6,927
shares
|
$999,635
0.19% of portfolio
|
Q1 2024
Added 2.29%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,787
shares
|
$979,431
0.04% of portfolio
|
Q2 2025
Added 16.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,767
shares
|
$976,545
0.05% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
6,651
shares
|
$959,805
0.26% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,172
shares
|
$890,681
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,632
shares
|
$812,753
0.15% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
5,445
shares
|
$785,767
0.32% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,438
shares
|
$784,757
0.38% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,254
shares
|
$758,204
0.32% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
5,195
shares
|
$749,690
0.2% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
5,055
shares
|
$729,487
0.0% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
4,987
shares
|
$719,673
0.49% of portfolio
|
Q2 2025
Added 50.39%
|