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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 2000.0% |
$59.7K - $63.9K
|
525
$63.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.11M+ 8655.05% |
$849M - $909M
|
7.19M
$868M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
971+ 15.11% |
$116K - $124K
|
7.4K
$892K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$253K - $271K
|
2.12K
$256K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 17.14% |
$716 - $767
|
29
$3.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
86+ 57.33% |
$10.3K - $11K
|
236
$28.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.73K- 9.31% |
$206K - $221K
|
16.8K
$2.03M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
498+ 23.74% |
$59.4K - $63.6K
|
2.6K
$313K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.62K- 77.49% |
$790K - $846K
|
1.92K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
258+ 6.38% |
$30.8K - $33K
|
4.3K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250New |
$29.8K - $31.9K
|
250
$30.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
285+ 2.47% |
$34K - $36.4K
|
11.8K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 76.87% |
$1.22M - $1.31M
|
23.5K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
271+ 2.65% |
$32.3K - $34.6K
|
10.5K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 16.23% |
$404K - $432K
|
24.2K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
150K+ 424.84% |
$17.9M - $19.2M
|
185K
$22.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 7.34% |
$157K - $168K
|
19.2K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
207New |
$24.7K - $26.5K
|
207
$25K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
531New |
$63.4K - $67.9K
|
531
$64K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.92K+ 71.54% |
$588K - $629K
|
11.8K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-93- 1.46% |
$11.1K - $11.9K
|
6.3K
$760K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
119+ 0.63% |
$14.2K - $15.2K
|
19K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
61+ 1.2% |
$7.28K - $7.79K
|
5.14K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
61New |
$7.28K - $7.79K
|
61
$7.36K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-284- 11.84% |
$33.9K - $36.3K
|
2.12K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-25.7K- 23.61% |
$3.07M - $3.28M
|
83.1K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
450+ 25.24% |
$53.7K - $57.5K
|
2.23K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-76- 1.55% |
$9.07K - $9.71K
|
4.84K
$584K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19K+ 64.86% |
$2.27M - $2.43M
|
48.4K
$5.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.16K+ 6.39% |
$258K - $276K
|
36K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
213+ 6.73% |
$25.4K - $27.2K
|
3.38K
$408K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-563- 15.38% |
$67.2K - $71.9K
|
3.1K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-10.6K- 51.74% |
$1.26M - $1.35M
|
9.85K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
160New |
$19.1K - $20.4K
|
160
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.33K+ 6.28% |
$159K - $170K
|
22.6K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
593+ 296.5% |
$70.8K - $75.8K
|
793
$95.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-164K- 97.96% |
$19.6M - $21M
|
3.42K
$413K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 8.06% |
$11.6K - $12.4K
|
1.11K
$133K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
53.8K+ 377.68% |
$6.42M - $6.87M
|
68K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
40+ 1.22% |
$4.77K - $5.11K
|
3.32K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.12% |
$358 - $383
|
2.56K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4KNew |
$478K - $511K
|
4K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.18K+ 5.14% |
$141K - $151K
|
24.1K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
54+ 0.13% |
$6.44K - $6.9K
|
43.1K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
235+ 6.01% |
$28K - $30K
|
4.15K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
898+ 4.52% |
$107K - $115K
|
20.8K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.08K- 3.25% |
$128K - $137K
|
32K
$3.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-4- 5.8% |
$477 - $511
|
65
$7.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
337New |
$40.2K - $43.1K
|
337
$40.6K
|