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 261 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $927 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
3,293
shares
|
$401,844
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jul 26, 2024 Q2 2024 |
3,264
shares
|
$398,305
0.29% of portfolio
|
Q2 2024
Added 8.58%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
3,228
shares
|
$393,912
0.21% of portfolio
|
Q2 2024
Added 4.2%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,178
shares
|
$387,811
0.01% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$386,835
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,162
shares
|
$385,858
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,154
shares
|
$384,882
0.2% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$380,977
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
3,118
shares
|
$380,489
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
3,055
shares
|
$372,801
0.03% of portfolio
|
Q2 2024
Added 14.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,920
shares
|
$356,327
0.01% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,840
shares
|
$346,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
2,810
shares
|
$342,904
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
2,805
shares
|
$342,294
0.2% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
2,795
shares
|
$341,073
0.0% of portfolio
|
Q2 2024
Reduced 95.4%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
2,759
shares
|
$336,680
0.01% of portfolio
|
Q1 2024
Reduced 8.3%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,701
shares
|
$329,603
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$327,162
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,628
shares
|
$320,694
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
2,555
shares
|
$311,786
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
2,544
shares
|
$310,444
0.02% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,400
shares
|
$292,872
0.17% of portfolio
|
Q2 2024
Added 32.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,399
shares
|
$292,749
0.01% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
2,343
shares
|
$285,916
0.0% of portfolio
|
Q2 2024
Added 5.83%
|
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
2,338
shares
|
$285,306
0.01% of portfolio
|
Q2 2023
New holding
|