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 |
---|---|---|---|---|---|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,333
shares
|
$284,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
2,317
shares
|
$282,743
0.08% of portfolio
|
Q1 2024
Added 12.86%
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,310
shares
|
$281,889
0.19% of portfolio
|
Q3 2024
New holding
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
2,215
shares
|
$270,296
0.04% of portfolio
|
Q1 2024
Added 0.09%
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,188
shares
|
$267,001
0.03% of portfolio
|
Q3 2024
Added 14.38%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,176
shares
|
$265,537
0.01% of portfolio
|
Q2 2024
Reduced 20.12%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
2,167
shares
|
$264,439
0.0% of portfolio
|
Q2 2024
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,134
shares
|
$260,412
0.08% of portfolio
|
Q3 2024
New holding
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
2,115
shares
|
$258,093
0.2% of portfolio
|
Q1 2024
New holding
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,098
shares
|
$256,018
0.1% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,045
shares
|
$249,551
0.07% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
2,002
shares
|
$244,304
0.02% of portfolio
|
Q2 2024
Added 0.2%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
1,997
shares
|
$243,693
0.03% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,960
shares
|
$239,178
0.04% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
1,938
shares
|
$236,494
0.16% of portfolio
|
Q2 2024
New holding
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
1,923
shares
|
$234,663
0.09% of portfolio
|
Q2 2024
New holding
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
1,902
shares
|
$232,101
0.06% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,830
shares
|
$223,314
0.0% of portfolio
|
Q2 2024
Reduced 34.74%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
1,816
shares
|
$221,606
0.0% of portfolio
|
Q2 2024
New holding
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,783
shares
|
$217,579
0.01% of portfolio
|
Q3 2024
New holding
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
1,743
shares
|
$212,698
0.03% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,741
shares
|
$212,454
0.0% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
1,734
shares
|
$211,600
0.05% of portfolio
|
Q3 2024
New holding
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,696
shares
|
$206,962
0.02% of portfolio
|
Q3 2024
New holding
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,596
shares
|
$194,759
0.01% of portfolio
|
Q3 2024
New holding
|