Purchases and Sales Made in Q1 2025 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
90.1K+ 3043.41% |
$10.2M - $11.5M
|
93K
$11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.2K+ 1005.41% |
$2.96M - $3.35M
|
28.8K
$3.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.1K+ 264.3% |
$2.73M - $3.08M
|
33.2K
$3.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.3KNew |
$2.29M - $2.59M
|
20.3K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 532.74% |
$2.28M - $2.58M
|
24K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.7K+ 5.39% |
$2M - $2.26M
|
345K
$41M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17K+ 26.03% |
$1.92M - $2.17M
|
82.3K
$9.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 52.88% |
$1.41M - $1.59M
|
35.9K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
11.6K+ 99.84% |
$1.31M - $1.48M
|
23.2K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 37.6% |
$1.31M - $1.48M
|
42.3K
$5.02M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11.4K+ 36.38% |
$1.29M - $1.46M
|
42.7K
$5.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$1.18M - $1.33M
|
10.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.52KNew |
$1.08M - $1.22M
|
9.52K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.8K+ 11.02% |
$995K - $1.12M
|
88.6K
$10.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.61KNew |
$974K - $1.1M
|
8.61K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.8K+ 303.58% |
$882K - $997K
|
10.4K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
7.7KNew |
$872K - $984K
|
7.7K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.57KNew |
$856K - $967K
|
7.57K
$898K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.91K+ 28.34% |
$782K - $883K
|
31.3K
$3.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 72.71% |
$682K - $771K
|
14.3K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.47K+ 244.96% |
$619K - $699K
|
7.7K
$914K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.44KNew |
$616K - $696K
|
5.44K
$646K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.45K+ 19.68% |
$503K - $568K
|
27K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.66KNew |
$413K - $467K
|
3.66K
$434K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 1.64% |
$404K - $457K
|
222K
$26.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.52K+ 117433.33% |
$399K - $450K
|
3.53K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$360K - $407K
|
3.18K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.8K+ 11.55% |
$316K - $357K
|
27K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.62KNew |
$297K - $335K
|
2.62K
$311K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.56KNew |
$290K - $327K
|
2.56K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.44K+ 41.17% |
$276K - $312K
|
8.37K
$992K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.37KNew |
$268K - $303K
|
2.37K
$281K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 33.79% |
$250K - $282K
|
8.74K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.17K+ 25.62% |
$246K - $278K
|
10.7K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.06KNew |
$234K - $264K
|
2.06K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.03KNew |
$229K - $259K
|
2.03K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.95KNew |
$221K - $249K
|
1.95K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.91KNew |
$216K - $244K
|
1.91K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89KNew |
$214K - $241K
|
1.89K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 49.58% |
$192K - $217K
|
5.12K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.68K+ 6.96% |
$190K - $214K
|
25.8K
$3.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62K+ 33.56% |
$184K - $208K
|
6.46K
$767K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6K+ 6.64% |
$181K - $205K
|
25.7K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.59K+ 10.59% |
$180K - $203K
|
16.6K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.58K+ 16.15% |
$179K - $202K
|
11.4K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 91.28% |
$179K - $202K
|
3.31K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.09KNew |
$123K - $139K
|
1.09K
$129K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
978+ 29.54% |
$111K - $125K
|
4.29K
$509K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
824+ 4.29% |
$93.2K - $105K
|
20K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
780+ 7.44% |
$88.2K - $99.7K
|
11.3K
$1.34M
|