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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
4,985
shares
|
$719,385
0.2% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
4,974
shares
|
$717,797
0.36% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
4,939
shares
|
$712,747
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,849
shares
|
$699,759
0.01% of portfolio
|
Q2 2025
Added 318.38%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
4,799
shares
|
$692,543
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,768
shares
|
$688,070
0.21% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
4,675
shares
|
$674,649
0.14% of portfolio
|
Q2 2025
Added 152.84%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
4,605
shares
|
$664,547
0.03% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,353
shares
|
$628,181
0.06% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,337
shares
|
$625,872
0.09% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,326
shares
|
$624,285
0.03% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
4,266
shares
|
$615,626
0.28% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
4,242
shares
|
$612,163
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,241
shares
|
$612,018
0.06% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
4,182
shares
|
$603,504
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
4,164
shares
|
$600,906
0.02% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
4,151
shares
|
$599,030
0.02% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
4,125
shares
|
$595,278
0.06% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
4,107
shares
|
$592,681
0.07% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
4,048
shares
|
$584,166
0.27% of portfolio
|
Q2 2025
Reduced 20.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,013
shares
|
$579,116
0.11% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,011
shares
|
$578,827
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
3,941
shares
|
$568,725
0.12% of portfolio
|
Q2 2025
Added 66.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,939
shares
|
$568,437
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
3,838
shares
|
$553,861
0.03% of portfolio
|
Q2 2025
Added 3.59%
|