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 349 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
3,436
shares
|
$531,652
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,433
shares
|
$531,188
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
3,375
shares
|
$522,213
0.0% of portfolio
|
Q2 2025
Added 690.4%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
3,359
shares
|
$519,738
0.02% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,354
shares
|
$518,964
0.03% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
3,293
shares
|
$509,525
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
3,289
shares
|
$508,906
0.0% of portfolio
|
Q2 2025
Added 67.81%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
3,269
shares
|
$505,812
0.2% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
3,242
shares
|
$501,634
0.01% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,226
shares
|
$499,158
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,174
shares
|
$491,113
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$490,494
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$483,067
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
3,069
shares
|
$474,866
0.0% of portfolio
|
Q2 2025
Added 68.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,003
shares
|
$464,654
0.08% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
2,977
shares
|
$460,631
0.0% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
2,957
shares
|
$457,536
0.16% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
2,702
shares
|
$418,080
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$414,831
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,621
shares
|
$405,547
0.16% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,617
shares
|
$404,928
0.01% of portfolio
|
Q3 2025
Added 62.04%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,604
shares
|
$402,916
0.1% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,568
shares
|
$397,346
0.04% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,567
shares
|
$397,191
0.11% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
2,529
shares
|
$391,312
0.04% of portfolio
|
Q2 2025
Added 13.97%
|