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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6KNew |
$311K - $333K
|
2.6K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-168- 70.29% |
$20K - $21.5K
|
71
$8.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.05K- 32.98% |
$125K - $134K
|
2.13K
$257K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$23.9K - $25.6K
|
200
$24.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03K+ 18.31% |
$242K - $260K
|
13.1K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 2.6% |
$9.79K - $10.5K
|
3.07K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.75K+ 26.01% |
$209K - $224K
|
8.48K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$1.09M - $1.17M
|
9.12K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-302- 7.0% |
$36K - $38.6K
|
4.01K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.7K- 11.13% |
$322K - $345K
|
21.6K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-44- 0.9% |
$5.25K - $5.62K
|
4.87K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-590- 20.21% |
$70.4K - $75.4K
|
2.33K
$281K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
64+ 50.0% |
$7.64K - $8.18K
|
192
$23.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
106+ 1.13% |
$12.7K - $13.5K
|
9.5K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 22.43% |
$2.01M - $2.16M
|
92.1K
$11.1M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-499K- 98.71% |
$59.6M - $63.8M
|
6.53K
$788K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.49K- 64.55% |
$494K - $577K
|
2.47K
$297K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-185Closed |
$20.4K - $23.8K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.08K+ 4.43% |
$229K - $267K
|
49K
$5.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
4.07KNew |
$448K - $522K
|
4.07K
$491K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59New |
$6.49K - $7.58K
|
59
$7.12K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
388+ 2.4% |
$42.7K - $49.8K
|
16.5K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16- 3.21% |
$1.76K - $2.06K
|
482
$58.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.13KNew |
$125K - $146K
|
1.13K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.81K+ 118.09% |
$639K - $746K
|
10.7K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
220+ 4.5% |
$24.2K - $28.3K
|
5.11K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-769- 1.38% |
$84.6K - $98.8K
|
54.9K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 38.45% |
$314K - $367K
|
10.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.52KNew |
$1.05M - $1.22M
|
9.52K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61.4K+ 74.44% |
$6.75M - $7.88M
|
144K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
79K+ 171.15% |
$8.69M - $10.1M
|
125K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.15K- 28.85% |
$237K - $277K
|
5.31K
$641K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
782+ 22.54% |
$86.1K - $100K
|
4.25K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 14.11% |
$4.38M - $5.11M
|
322K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.03% |
$550 - $642
|
15.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$199K - $232K
|
1.81K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
143+ 19.4% |
$15.7K - $18.4K
|
880
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.86KNew |
$425K - $496K
|
3.86K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-78- 4.02% |
$8.58K - $10K
|
1.86K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5KNew |
$1.38M - $1.61M
|
12.5K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
333K+ 67.96% |
$36.7M - $42.8M
|
823K
$99.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 36.68% |
$26.1M - $30.4M
|
882K
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 43.36% |
$1.53M - $1.78M
|
45.9K
$5.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.13KNew |
$125K - $146K
|
1.13K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.6K- 38.63% |
$3.59M - $4.19M
|
51.8K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.4K+ 30.21% |
$2.35M - $2.75M
|
92.2K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$22K - $25.7K
|
200
$24.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$1.33M - $1.55M
|
12.1K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.66KNew |
$843K - $984K
|
7.66K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4+ 1.18% |
$440 - $514
|
344
$41.5K
|
|