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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 2.03% |
$517K - $554K
|
218K
$26.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-291- 2.04% |
$34.7K - $37.2K
|
14K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.47K+ 56.22% |
$533K - $571K
|
12.4K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-179- 2.11% |
$21.4K - $22.9K
|
8.3K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24K+ 5.11% |
$148K - $158K
|
25.4K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$11.9K - $12.8K
|
100
$12.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$781K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.8KNew |
$1.17M - $1.25M
|
9.8K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 9.8% |
$4.77K - $5.11K
|
448
$54K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 36.95% |
$135K - $145K
|
4.19K
$506K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.79M - $1.92M
|
15K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
823+ 541.45% |
$98.2K - $105K
|
975
$118K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.09% |
$358 - $383
|
3.17K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10+ 0.29% |
$1.19K - $1.28K
|
3.44K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-775- 6.25% |
$92.5K - $99K
|
11.6K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.89K- 62.15% |
$345K - $369K
|
1.76K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.55K - $10.2K
|
80
$9.65K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
18+ 0.95% |
$2.15K - $2.3K
|
1.92K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.36K+ 66.12% |
$282K - $301K
|
5.93K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
891+ 40.72% |
$106K - $114K
|
3.08K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-142- 0.33% |
$16.9K - $18.1K
|
42.7K
$5.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 23.91% |
$25.4K - $27.2K
|
1.1K
$133K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.84K- 99.92% |
$458K - $490K
|
3
$362
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.06KNew |
$245K - $263K
|
2.06K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26KNew |
$270K - $289K
|
2.26K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.64K+ 151.18% |
$314K - $337K
|
4.38K
$528K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.32K- 12.44% |
$396K - $424K
|
23.3K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
302+ 3.63% |
$36K - $38.6K
|
8.63K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
875+ 32.4% |
$104K - $112K
|
3.58K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
940+ 45.97% |
$112K - $120K
|
2.99K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
693+ 1.84% |
$82.7K - $88.6K
|
38.4K
$4.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
117New |
$14K - $15K
|
117
$14.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.36K+ 22.46% |
$163K - $174K
|
7.43K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 44.1% |
$138K - $148K
|
3.79K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 119.0% |
$28.4K - $30.4K
|
438
$52.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
703+ 32.94% |
$83.9K - $89.8K
|
2.84K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
239+ 7.05% |
$28.5K - $30.5K
|
3.63K
$437K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.37K+ 2.3% |
$880K - $942K
|
328K
$39.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 1.06% |
$2.15K - $2.3K
|
1.68K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$207K - $221K
|
1.73K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 113.96% |
$1.95M - $2.09M
|
30.7K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
64+ 1.16% |
$7.64K - $8.18K
|
5.6K
$676K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$307K - $328K
|
2.57K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.88KNew |
$224K - $240K
|
1.88K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
15+ 0.87% |
$1.79K - $1.92K
|
1.75K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-253- 5.55% |
$30.2K - $32.3K
|
4.3K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.61% |
$119 - $128
|
63
$7.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-60- 0.45% |
$7.16K - $7.67K
|
13.4K
$1.62M
|