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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,069
shares
|
$442,887
0.0% of portfolio
|
Q2 2025
Added 68.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,003
shares
|
$433,362
0.08% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
3,000
shares
|
$432,930
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,977
shares
|
$429,610
0.0% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
2,957
shares
|
$426,724
0.16% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,940
shares
|
$424,271
0.01% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
2,739
shares
|
$395,265
0.01% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$386,895
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
2,648
shares
|
$382,132
0.06% of portfolio
|
Q1 2025
Reduced 92.64%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,621
shares
|
$378,236
0.16% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,616
shares
|
$377,514
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
2,605
shares
|
$375,927
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,604
shares
|
$375,783
0.1% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,568
shares
|
$370,588
0.04% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,567
shares
|
$370,443
0.11% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,529
shares
|
$364,959
0.04% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,528
shares
|
$364,815
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
2,526
shares
|
$364,527
0.05% of portfolio
|
Q2 2025
Reduced 50.66%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
2,505
shares
|
$361,496
0.25% of portfolio
|
Q1 2025
Added 18.44%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
2,493
shares
|
$359,764
0.07% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Share Andrew L.
Manchester, NH |
Aug 08, 2025 Q2 2025 |
2,490
shares
|
$359,331
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,458
shares
|
$354,713
0.02% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,400
shares
|
$346,344
0.17% of portfolio
|
Q2 2024
Added 32.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,243
shares
|
$323,687
0.0% of portfolio
|
Q2 2025
Reduced 83.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,128
shares
|
$307,091
0.0% of portfolio
|
Q2 2025
Added 4.26%
|