Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
45.7K+ 1437.08% |
$4.65M - $6.36M
|
48.9K
$7.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
27.1KNew |
$2.76M - $3.77M
|
27.1K
$3.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.8KNew |
$1.91M - $2.62M
|
18.8K
$2.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 20.77% |
$1.43M - $1.96M
|
82K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.4K+ 46.55% |
$1.36M - $1.86M
|
42.2K
$6.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.4KNew |
$1.26M - $1.72M
|
12.4K
$1.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10.3KNew |
$1.05M - $1.44M
|
10.3K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
9.78KNew |
$995K - $1.36M
|
9.78K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.1K+ 85.41% |
$925K - $1.27M
|
19.8K
$2.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.77KNew |
$892K - $1.22M
|
8.77K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.18K+ 40.87% |
$832K - $1.14M
|
28.2K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
7.71K+ 3.47% |
$784K - $1.07M
|
230K
$32.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.46K+ 17.98% |
$657K - $898K
|
42.4K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.96K+ 68.17% |
$606K - $828K
|
14.7K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 7.23% |
$605K - $827K
|
88.2K
$12.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.62K+ 53.95% |
$571K - $781K
|
16K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.45K+ 12.75% |
$554K - $758K
|
48.2K
$6.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 65.94% |
$516K - $706K
|
12.8K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.8KNew |
$488K - $667K
|
4.8K
$687K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.41K+ 79.93% |
$448K - $613K
|
9.92K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 318.38% |
$375K - $513K
|
4.85K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.68K+ 95.63% |
$374K - $511K
|
7.52K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.58K+ 2.02% |
$364K - $498K
|
181K
$25.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.43KNew |
$349K - $477K
|
3.43K
$492K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.38K+ 3.64% |
$344K - $470K
|
96.4K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.32K+ 14.27% |
$337K - $461K
|
26.5K
$3.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
3.16KNew |
$322K - $440K
|
3.16K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
3K+ 2.31% |
$305K - $417K
|
133K
$19M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3KNew |
$305K - $417K
|
3K
$430K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.98K+ 39.31% |
$303K - $414K
|
10.5K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.83K+ 152.84% |
$287K - $393K
|
4.68K
$670K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.73K+ 16.58% |
$278K - $379K
|
19.2K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.62KNew |
$266K - $364K
|
2.62K
$375K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.61KNew |
$265K - $362K
|
2.61K
$373K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53KNew |
$257K - $351K
|
2.53K
$362K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 17.36% |
$253K - $346K
|
16.8K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 7.24% |
$230K - $315K
|
33.6K
$4.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 23.26% |
$225K - $308K
|
11.7K
$1.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.07K+ 150.69% |
$211K - $288K
|
3.45K
$494K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 28.57% |
$203K - $278K
|
9.01K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.94KNew |
$197K - $270K
|
1.94K
$278K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 15.22% |
$195K - $267K
|
14.6K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.89K+ 22.53% |
$192K - $262K
|
10.3K
$1.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.88KNew |
$191K - $262K
|
1.88K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.85K+ 7.17% |
$188K - $256K
|
27.6K
$3.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 2.63% |
$172K - $236K
|
66.1K
$9.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.68K+ 3.98% |
$171K - $234K
|
44K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.67K+ 50.39% |
$170K - $232K
|
4.99K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$163K - $222K
|
1.6K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.58KNew |
$161K - $220K
|
1.58K
$227K
|