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 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
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
765+ 19.07% |
$86.5K - $97.8K
|
4.78K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
641+ 5.09% |
$72.5K - $81.9K
|
13.2K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
632+ 6.66% |
$71.5K - $80.8K
|
10.1K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
613+ 14.25% |
$69.3K - $78.3K
|
4.91K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 16.81% |
$68K - $76.8K
|
4.18K
$495K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
597+ 177.15% |
$67.5K - $76.3K
|
934
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
576+ 13.75% |
$65.2K - $73.6K
|
4.77K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
574+ 2.76% |
$64.9K - $73.4K
|
21.3K
$2.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
528+ 1.24% |
$59.7K - $67.5K
|
43.3K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
495+ 3.83% |
$56K - $63.3K
|
13.4K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 3.54% |
$55.9K - $63.1K
|
14.5K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
493+ 9.8% |
$55.8K - $63K
|
5.53K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
428New |
$48.4K - $54.7K
|
428
$50.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400+ 41.03% |
$45.3K - $51.1K
|
1.38K
$163K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
390+ 18.44% |
$44.1K - $49.8K
|
2.51K
$297K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
318+ 11.21% |
$36K - $40.6K
|
3.16K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
315+ 10.55% |
$35.6K - $40.3K
|
3.3K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
297New |
$33.6K - $38K
|
297
$35.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 30.81% |
$30.9K - $34.9K
|
1.16K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
222+ 1.79% |
$25.1K - $28.4K
|
12.6K
$1.5M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
134+ 3.2% |
$15.2K - $17.1K
|
4.33K
$513K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
114New |
$12.9K - $14.6K
|
114
$13.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
100+ 5.72% |
$11.3K - $12.8K
|
1.85K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
91+ 5.17% |
$10.3K - $11.6K
|
1.85K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
90New |
$10.2K - $11.5K
|
90
$10.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 46.85% |
$7.58K - $8.56K
|
210
$24.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48New |
$5.43K - $6.13K
|
48
$5.69K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.57% |
$2.83K - $3.19K
|
4.4K
$522K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.72K - $3.07K
|
24
$2.85K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$226 - $256
|
2.06K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $128
|
3.17K
$376K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.03K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.04K
$242K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 0.11% |
$1.24K - $1.41K
|
9.66K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$2.04K - $2.3K
|
4.13K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 4.76% |
$2.83K - $3.19K
|
500
$59.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 3.28% |
$2.94K - $3.32K
|
767
$91K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-64- 1.25% |
$7.24K - $8.18K
|
5.08K
$602K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 1.03% |
$13.8K - $15.6K
|
11.7K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-122- 26.01% |
$13.8K - $15.6K
|
347
$41.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-125- 3.45% |
$14.1K - $16K
|
3.5K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-130- 40.0% |
$14.7K - $16.6K
|
195
$23.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 9.56% |
$20.8K - $23.5K
|
1.74K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-333- 2.48% |
$37.7K - $42.6K
|
13.1K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-359- 16.85% |
$40.6K - $45.9K
|
1.77K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-467- 50.0% |
$52.8K - $59.7K
|
467
$55.4K
|