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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.08K+ 65.94% |
$516K - $706K
|
12.8K
$1.9M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-106- 5.93% |
$10.8K - $14.7K
|
1.68K
$250K
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.32K- 8.84% |
$134K - $184K
|
13.6K
$2.02M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 7.24% |
$230K - $315K
|
33.6K
$4.98M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.95K+ 7.23% |
$605K - $827K
|
88.2K
$13.1M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 4.26% |
$8.85K - $12.1K
|
2.13K
$315K
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.05K+ 9.22% |
$107K - $146K
|
12.4K
$1.84M
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
974+ 6.73% |
$99K - $135K
|
15.4K
$2.29M
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 31.62% |
$123K - $168K
|
2.62K
$389K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-466- 22.84% |
$47.4K - $64.8K
|
1.57K
$233K
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
72+ 0.42% |
$7.32K - $10K
|
17.3K
$2.56M
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-279- 5.3% |
$28.4K - $38.8K
|
4.99K
$739K
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.58KNew |
$161K - $220K
|
1.58K
$235K
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 9.89% |
$241K - $330K
|
21.6K
$3.2M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-217- 28.29% |
$22.1K - $30.2K
|
550
$81.5K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.77KNew |
$892K - $1.22M
|
8.77K
$1.3M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.58K+ 2.02% |
$364K - $498K
|
181K
$26.8M
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.45K+ 12.75% |
$554K - $758K
|
48.2K
$7.14M
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 58.24% |
$27.7K - $37.8K
|
739
$110K
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-419- 3.76% |
$42.6K - $58.2K
|
10.7K
$1.59M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-114- 2.76% |
$11.6K - $15.8K
|
4.01K
$595K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 28.57% |
$203K - $278K
|
9.01K
$1.34M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-759- 5.74% |
$77.2K - $106K
|
12.5K
$1.85M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.41K- 14.63% |
$144K - $196K
|
8.24K
$1.22M
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
901+ 31.66% |
$91.6K - $125K
|
3.75K
$556K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.17K+ 45.4% |
$119K - $163K
|
3.75K
$556K
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.27% |
$102 - $139
|
45
$6.67K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
653+ 5.64% |
$66.4K - $90.8K
|
12.2K
$1.81M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41New |
$4.17K - $5.7K
|
41
$6.08K
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.18K+ 40.87% |
$832K - $1.14M
|
28.2K
$4.18M
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 66.15% |
$160K - $218K
|
3.94K
$584K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24+ 3.07% |
$2.44K - $3.34K
|
807
$120K
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
233+ 1.57% |
$23.7K - $32.4K
|
15.1K
$2.24M
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.32K+ 14.27% |
$337K - $461K
|
26.5K
$3.93M
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.59K- 50.66% |
$264K - $361K
|
2.53K
$375K
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23+ 0.61% |
$2.34K - $3.2K
|
3.78K
$560K
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.07K+ 150.69% |
$211K - $288K
|
3.45K
$511K
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
257+ 9.52% |
$26.1K - $35.7K
|
2.96K
$438K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-90- 4.42% |
$9.15K - $12.5K
|
1.94K
$288K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 0.19% |
$4.07K - $5.56K
|
21.3K
$3.16M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-73- 1.07% |
$7.42K - $10.1K
|
6.77K
$1M
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
322+ 9.73% |
$32.7K - $44.8K
|
3.63K
$539K
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-336- 16.33% |
$34.2K - $46.7K
|
1.72K
$255K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-398- 88.84% |
$40.5K - $55.3K
|
50
$7.41K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 5.9% |
$152K - $208K
|
26.9K
$3.98M
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.56KNew |
$159K - $217K
|
1.56K
$231K
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.67K+ 50.39% |
$170K - $232K
|
4.99K
$739K
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.62K+ 53.95% |
$571K - $781K
|
16K
$2.38M
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
208+ 4.36% |
$21.2K - $28.9K
|
4.97K
$737K
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
133+ 3.59% |
$13.5K - $18.5K
|
3.84K
$569K
|