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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,364
shares
|
$984,701
0.0% of portfolio
|
Q3 2025
Added 25.9%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,172
shares
|
$954,993
0.05% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,939
shares
|
$918,941
0.02% of portfolio
|
Q3 2025
Added 116.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
5,774
shares
|
$893,411
0.03% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,727
shares
|
$886,138
0.22% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,632
shares
|
$871,439
0.15% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
5,445
shares
|
$842,504
0.32% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,438
shares
|
$841,421
0.38% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
5,317
shares
|
$822,699
0.03% of portfolio
|
Q3 2025
Added 77.23%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,254
shares
|
$812,951
0.32% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
5,195
shares
|
$803,822
0.2% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Aug 04, 2025 Q2 2025 |
4,987
shares
|
$771,638
0.49% of portfolio
|
Q2 2025
Added 50.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,980
shares
|
$770,555
0.03% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,974
shares
|
$769,627
0.36% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,939
shares
|
$764,211
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
4,799
shares
|
$742,549
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,768
shares
|
$737,752
0.21% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,337
shares
|
$671,064
0.09% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
4,266
shares
|
$660,078
0.28% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,242
shares
|
$656,364
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,241
shares
|
$656,209
0.06% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,184
shares
|
$647,390
0.03% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
4,182
shares
|
$647,080
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,164
shares
|
$644,295
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,151
shares
|
$642,284
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|