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 243 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $831 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
3,865
shares
|
$470,602
0.08% of portfolio
|
Q2 2024
Added 17.3%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
3,798
shares
|
$462,444
0.04% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,516
shares
|
$428,108
0.01% of portfolio
|
Q4 2023
New holding
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
3,500
shares
|
$426,160
0.01% of portfolio
|
Q2 2024
Added 28.49%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
3,498
shares
|
$425,916
0.0% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
3,477
shares
|
$423,359
0.12% of portfolio
|
Q2 2024
New holding
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,470
shares
|
$422,507
0.02% of portfolio
|
Q2 2024
Added 16.09%
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2024 Q2 2024 |
3,377
shares
|
$411,183
0.0% of portfolio
|
Q2 2024
Reduced 2.17%
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
3,367
shares
|
$409,965
0.0% of portfolio
|
Q2 2024
New holding
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
3,293
shares
|
$400,955
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jul 26, 2024 Q2 2024 |
3,264
shares
|
$397,424
0.29% of portfolio
|
Q2 2024
Added 8.58%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
3,228
shares
|
$393,041
0.21% of portfolio
|
Q2 2024
Added 4.2%
|
|
Bourgeon Capital Management LLC
|
Jul 11, 2024 Q2 2024 |
3,176
shares
|
$386,709
0.07% of portfolio
|
Q2 2024
Reduced 40.03%
|
|
Clarus Wealth Advisors
|
Jul 11, 2024 Q2 2024 |
3,172
shares
|
$386,222
0.2% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$385,979
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
3,160
shares
|
$384,761
0.08% of portfolio
|
Q2 2024
Added 0.16%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$380,134
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
3,118
shares
|
$379,647
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
3,055
shares
|
$371,976
0.03% of portfolio
|
Q2 2024
Added 14.76%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
2,920
shares
|
$355,539
0.01% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
2,893
shares
|
$352,251
0.04% of portfolio
|
Q2 2024
Added 15.35%
|
|
All Season Financial Advisors, Inc.
|
Jul 23, 2024 Q2 2024 |
2,856
shares
|
$347,746
0.3% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
2,810
shares
|
$342,145
0.03% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
2,805
shares
|
$341,536
0.2% of portfolio
|
Q2 2024
Added 5.89%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,795
shares
|
$340,319
0.0% of portfolio
|
Q2 2024
Reduced 95.4%
|