Purchases and Sales Made in Q3 2025 in First Tr Nasdaq Clean Edge Sma (GRID)

GRID Quotes by TradingView

This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q3 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
Oct 09, 2025 Q3 2025
Richard P Slaughter Associates Inc

BUY
 -
48K
New
$6.63M - $7.26M
48K $7.43M
Oct 08, 2025 Q3 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
38.1K
+ 307.37%
$5.26M - $5.76M
50.5K $7.81M
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
33.7K
New
$4.65M - $5.09M
33.7K $5.21M
Oct 21, 2025 Q3 2025
Altfest L J & CO Inc

BUY
 -
32.3K
New
$4.46M - $4.88M
32.3K $5M
Oct 23, 2025 Q3 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
22.3K
+ 851.07%
$3.07M - $3.37M
24.9K $3.85M
Oct 22, 2025 Q3 2025
Commonwealth Equity Services, LLC

BUY
 -
20.4K
+ 11.32%
$2.82M - $3.09M
201K $31.1M
Oct 22, 2025 Q3 2025
Wespac Advisors So Cal, LLC

BUY
 -
20.2K
New
$2.79M - $3.06M
20.2K $3.13M
Oct 23, 2025 Q3 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
19.5K
+ 1034.68%
$2.69M - $2.95M
21.4K $3.31M
Oct 24, 2025 Q3 2025
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
14K
+ 719.78%
$1.93M - $2.11M
15.9K $2.46M
Oct 14, 2025 Q3 2025
Arvest Investments, Inc.

Rogers, AR
BUY
 -
13.9K
New
$1.92M - $2.11M
13.9K $2.16M
Oct 23, 2025 Q3 2025
Waycross Investment Management CO

Bellingham, WA
BUY
 -
11K
+ 422.0%
$1.52M - $1.66M
13.6K $2.1M
Oct 21, 2025 Q3 2025
Hedeker Wealth, LLC

BUY
 -
8.14K
+ 65.45%
$1.12M - $1.23M
20.6K $3.18M
Oct 22, 2025 Q3 2025
D.A. Davidson & Co.

BUY
 -
5.09K
+ 51.33%
$703K - $770K
15K $2.32M
Oct 21, 2025 Q3 2025
Eagle Strategies LLC

New York, NY
BUY
 -
5.04K
+ 25.33%
$696K - $762K
24.9K $3.86M
Oct 07, 2025 Q3 2025
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
4.44K
+ 1.28%
$613K - $671K
351K $54.3M
Oct 22, 2025 Q3 2025
Aps Management Group, Inc.

Torrance, CA
BUY
 -
4.09K
New
$565K - $618K
4.09K $633K
Oct 15, 2025 Q3 2025
Davenport & CO LLC

BUY
 -
3.77K
New
$520K - $570K
3.77K $583K
Oct 15, 2025 Q3 2025
Cadent Capital Advisors, LLC

BUY
 -
3.66K
New
$506K - $554K
3.66K $567K
Oct 24, 2025 Q3 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.2K
+ 116.83%
$442K - $484K
5.94K $919K
Oct 22, 2025 Q3 2025
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.12K
+ 24.81%
$431K - $472K
15.7K $2.43M
Oct 15, 2025 Q3 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
2.7K
New
$373K - $409K
2.7K $418K
Oct 10, 2025 Q3 2025
Arlington Financial Advisors, LLC

BUY
 -
2.43K
+ 1.06%
$336K - $368K
232K $35.9M
Oct 23, 2025 Q3 2025
Moran Wealth Management, LLC

Naples, FL
BUY
 -
2.32K
+ 77.23%
$320K - $350K
5.32K $823K
Oct 09, 2025 Q3 2025
Whalen Wealth Management Inc.

Las Vegas, NV
BUY
 -
2.28K
New
$315K - $344K
2.28K $352K
Oct 17, 2025 Q3 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.02K
New
$278K - $305K
2.02K $312K
Oct 27, 2025 Q3 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.98K
+ 16.88%
$273K - $299K
13.7K $2.12M
Oct 15, 2025 Q3 2025
Cambridge Advisors Inc.

BUY
 -
1.97K
+ 42.07%
$272K - $297K
6.64K $1.03M
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
1.94K
+ 110.05%
$268K - $293K
3.7K $572K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.77K
+ 36.44%
$244K - $267K
6.62K $1.02M
Oct 07, 2025 Q3 2025
Ewg Elevate Inc.

BUY
 -
1.69K
New
$233K - $256K
1.69K $261K
Oct 27, 2025 Q3 2025
Stephens Inc

BUY
 -
1.68K
New
$232K - $254K
1.68K $260K
Oct 20, 2025 Q3 2025
Allspring Global Investments Holdings, LLC

BUY
 -
1.65K
New
$228K - $249K
1.65K $255K
Oct 21, 2025 Q3 2025
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
1.48K
New
$204K - $223K
1.48K $228K
Oct 20, 2025 Q3 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.47K
New
$203K - $223K
1.47K $228K
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.42K
New
$195K - $214K
1.42K $219K
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
1.31K
+ 25.9%
$181K - $198K
6.36K $985K
Oct 21, 2025 Q3 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.17K
New
$161K - $176K
1.17K $180K
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
1K
+ 62.04%
$138K - $152K
2.62K $405K
Oct 14, 2025 Q3 2025
Apeiron Ria LLC

BUY
 -
742
+ 14.88%
$102K - $112K
5.73K $886K
Oct 23, 2025 Q3 2025
Bay Colony Advisory Group, Inc D

BUY
 -
686
+ 4.28%
$94.7K - $104K
16.7K $2.59M
Oct 27, 2025 Q3 2025
Bogart Wealth, LLC

BUY
 -
519
+ 1.88%
$71.7K - $78.5K
28.1K $4.35M
Oct 27, 2025 Q3 2025
N.E.W. Advisory Services LLC

BUY
 -
417
+ 10.11%
$57.6K - $63.1K
4.54K $703K
Oct 07, 2025 Q3 2025
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
409
+ 12.45%
$56.5K - $61.8K
3.69K $571K
Oct 15, 2025 Q3 2025
Private Trust CO Na

BUY
 -
398
+ 79.6%
$55K - $60.2K
898 $139K
Oct 21, 2025 Q3 2025
Steel Peak Wealth Management LLC

BUY
 -
375
+ 8.14%
$51.8K - $56.7K
4.98K $771K
Oct 21, 2025 Q3 2025
Coastline Trust CO

BUY
 -
263
New
$36.3K - $39.8K
263 $40.7K
Oct 07, 2025 Q3 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
220
+ 14.19%
$30.4K - $33.3K
1.77K $274K
Oct 16, 2025 Q3 2025
Hbw Advisory Services LLC

BUY
 -
198
+ 1.98%
$27.3K - $29.9K
10.2K $1.58M
Oct 27, 2025 Q3 2025
One Day In July LLC

BUY
 -
85
+ 5.45%
$11.7K - $12.9K
1.65K $255K

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