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 303 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,337
shares
|
$495,068
0.08% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,324
shares
|
$493,584
0.14% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,302
shares
|
$491,073
0.03% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,301
shares
|
$490,959
0.0% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,192
shares
|
$478,516
0.02% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,190
shares
|
$478,288
0.26% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,182
shares
|
$477,375
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
4,154
shares
|
$474,179
0.25% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,145
shares
|
$473,151
0.1% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,011
shares
|
$457,855
0.17% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
4,002
shares
|
$456,828
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
3,940
shares
|
$449,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,903
shares
|
$445,527
0.23% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
3,832
shares
|
$437,422
0.21% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
3,813
shares
|
$435,253
0.01% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,787
shares
|
$432,286
0.18% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,767
shares
|
$430,003
0.01% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,733
shares
|
$426,121
0.01% of portfolio
|
Q4 2024
Added 32.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,715
shares
|
$424,067
0.02% of portfolio
|
Q4 2024
Added 36.08%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,679
shares
|
$419,957
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,627
shares
|
$414,022
0.08% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,576
shares
|
$408,200
0.02% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,516
shares
|
$401,351
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
3,477
shares
|
$396,899
0.0% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,436
shares
|
$392,219
0.2% of portfolio
|
Q4 2024
Added 0.29%
|