Latest Institutional Transactions on First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.94KNew |
$197K - $270K
|
1.94K
$269K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
129+ 4.09% |
$13.1K - $17.9K
|
3.28K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
188+ 2.91% |
$19.1K - $26.1K
|
6.65K
$921K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.57KNew |
$159K - $218K
|
1.57K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
671+ 18.36% |
$68.2K - $93.3K
|
4.33K
$599K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-383- 5.23% |
$38.9K - $53.2K
|
6.94K
$960K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
77New |
$7.83K - $10.7K
|
77
$10.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 318.38% |
$375K - $513K
|
4.85K
$672K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-278- 6.48% |
$28.3K - $38.6K
|
4.01K
$556K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.9K- 41.98% |
$1.42M - $1.94M
|
19.3K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.38K+ 3.64% |
$344K - $470K
|
96.4K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.4KNew |
$1.26M - $1.72M
|
12.4K
$1.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.46K- 44.95% |
$352K - $481K
|
4.24K
$587K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.73K+ 16.58% |
$278K - $379K
|
19.2K
$2.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.98K+ 39.31% |
$303K - $414K
|
10.5K
$1.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$203 - $278
|
3.52K
$488K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-105- 65.63% |
$10.7K - $14.6K
|
55
$7.62K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-780- 33.48% |
$79.3K - $108K
|
1.55K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 47.57% |
$4.98K - $6.81K
|
152
$21.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
526+ 75.14% |
$53.5K - $73.1K
|
1.23K
$170K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-194- 4.96% |
$19.7K - $27K
|
3.72K
$515K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$152K - $208K
|
1.49K
$207K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-133- 1.31% |
$13.5K - $18.5K
|
10K
$1.38M
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-340- 6.07% |
$38.5K - $43.4K
|
5.26K
$729K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.8K+ 5180.5% |
$3.04M - $3.43M
|
27.4K
$3.79M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.85K- 11.02% |
$209K - $237K
|
15K
$2.07M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
269+ 10.44% |
$30.4K - $34.4K
|
2.85K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
694+ 6.49% |
$78.5K - $88.7K
|
11.4K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.24K+ 85.96% |
$366K - $414K
|
7.01K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.59K+ 214.69% |
$972K - $1.1M
|
12.6K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.54KNew |
$174K - $197K
|
1.54K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
19KNew |
$2.15M - $2.43M
|
19K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
291K+ 34.59% |
$32.9M - $37.2M
|
1.13M
$157M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
102K+ 7.7% |
$11.5M - $13M
|
1.42M
$197M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-111- 3.64% |
$12.6K - $14.2K
|
2.94K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
14.2K+ 15.38% |
$1.6M - $1.81M
|
106K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
257+ 1.76% |
$29.1K - $32.8K
|
14.8K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-973- 95.77% |
$110K - $124K
|
43
$5.96K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 3.67% |
$32.5K - $36.7K
|
7.53K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$1.81K - $2.04K
|
16
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.31K+ 39.98% |
$600K - $678K
|
18.6K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
628+ 35.5% |
$71K - $80.3K
|
2.4K
$332K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
807+ 4.46% |
$91.3K - $103K
|
18.9K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 291.3% |
$7.58K - $8.56K
|
90
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-13.2K- 51.97% |
$1.5M - $1.69M
|
12.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.23KNew |
$479K - $541K
|
4.23K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-89- 17.25% |
$10.1K - $11.4K
|
427
$59.1K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.16K+ 29.67% |
$131K - $148K
|
5.06K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82- 3.86% |
$9.28K - $10.5K
|
2.04K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
400New |
$45.3K - $51.1K
|
400
$55.4K
|
|