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 317 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gk Wealth Management LLC
Reno, NV |
May 28, 2025 Q1 2025 |
3,670
shares
|
$482,458
0.49% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
3,655
shares
|
$480,486
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,577
shares
|
$470,232
0.0% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,526
shares
|
$463,527
0.03% of portfolio
|
Q1 2025
Added 117433.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,516
shares
|
$462,213
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bourgeon Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
3,502
shares
|
$460,372
0.09% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
3,316
shares
|
$435,921
0.26% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,311
shares
|
$435,264
0.02% of portfolio
|
Q1 2025
Added 91.28%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,300
shares
|
$433,818
0.08% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,293
shares
|
$432,897
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
3,206
shares
|
$421,460
0.0% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Tpg Financial Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,182
shares
|
$418,305
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$416,728
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,166
shares
|
$416,202
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
3,155
shares
|
$414,756
0.09% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$410,418
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
2,947
shares
|
$387,412
0.11% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,940
shares
|
$386,492
0.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,846
shares
|
$374,135
0.26% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
2,722
shares
|
$357,834
0.03% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
2,700
shares
|
$354,942
0.12% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$352,444
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
2,648
shares
|
$348,106
0.06% of portfolio
|
Q1 2025
Reduced 92.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,623
shares
|
$344,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
2,603
shares
|
$342,190
0.14% of portfolio
|
Q1 2025
Reduced 24.24%
|