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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-474- 20.95% |
$53.6K - $60.6K
|
1.79K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-502- 5.1% |
$56.8K - $64.2K
|
9.35K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587- 7.9% |
$66.4K - $75K
|
6.84K
$811K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-625- 95.13% |
$70.7K - $79.9K
|
32
$3.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-646- 2.02% |
$73.1K - $82.6K
|
31.4K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-701- 5.77% |
$79.3K - $89.6K
|
11.4K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 51.22% |
$83.2K - $93.9K
|
700
$83K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 12.48% |
$88.9K - $100K
|
5.51K
$654K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-833- 24.24% |
$94.2K - $106K
|
2.6K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-921- 3.95% |
$104K - $118K
|
22.4K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.4K- 7.94% |
$158K - $179K
|
16.2K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 48.81% |
$269K - $304K
|
2.49K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 54.84% |
$269K - $304K
|
1.96K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.46K- 28.49% |
$278K - $314K
|
6.17K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.82K- 19.8% |
$545K - $615K
|
19.5K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.09K- 23.63% |
$576K - $651K
|
16.5K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.81K- 44.27% |
$658K - $743K
|
7.32K
$868K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.66K- 39.81% |
$867K - $979K
|
11.6K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.4K- 52.38% |
$2.87M - $3.24M
|
23.1K
$2.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 34.75% |
$3.27M - $3.69M
|
54.2K
$6.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.3K- 41.82% |
$5.24M - $5.92M
|
64.4K
$7.64M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-52.7K- 54.28% |
$5.96M - $6.73M
|
44.4K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-737K- 96.67% |
$83.4M - $94.2M
|
25.4K
$3.01M
|