Purchases and Sales Made in Q3 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 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 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 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
183+ 1.21% |
$25.3K - $27.7K
|
15.3K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
85+ 5.45% |
$11.7K - $12.9K
|
1.65K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
81New |
$11.2K - $12.2K
|
81
$12.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
70+ 140.0% |
$9.67K - $10.6K
|
120
$18.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 22.5% |
$6.21K - $6.8K
|
245
$37.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
37+ 1.99% |
$5.11K - $5.59K
|
1.9K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
25New |
$3.45K - $3.78K
|
25
$3.87K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
BUY
|
- |
22+ 6.25% |
$3.04K - $3.33K
|
374
$57.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
18+ 0.98% |
$2.49K - $2.72K
|
1.85K
$287K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $302
|
3.17K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.17% |
$138 - $151
|
25
$3.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-71- 0.73% |
$9.8K - $10.7K
|
9.71K
$1.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-76- 6.69% |
$10.5K - $11.5K
|
1.06K
$164K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-116- 1.34% |
$16K - $17.5K
|
8.52K
$1.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-142- 3.28% |
$19.6K - $21.5K
|
4.18K
$647K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-189- 65.63% |
$26.1K - $28.6K
|
99
$15.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-260- 5.97% |
$35.9K - $39.3K
|
4.09K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-274- 7.54% |
$37.8K - $41.4K
|
3.36K
$520K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-473- 2.45% |
$65.3K - $71.5K
|
18.8K
$2.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-582- 79.4% |
$80.4K - $88K
|
151
$23.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-992- 2.33% |
$137K - $150K
|
41.6K
$6.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 14.93% |
$140K - $153K
|
5.77K
$893K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.15K- 7.59% |
$159K - $174K
|
14K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.57K- 5.31% |
$217K - $237K
|
28K
$4.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.75K- 16.3% |
$241K - $264K
|
8.97K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.52K- 18.56% |
$348K - $381K
|
11.1K
$1.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-3.16KClosed |
$437K - $478K
|
0
$0
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.77K- 50.91% |
$1.35M - $1.48M
|
9.42K
$1.46M
|