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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
11.4K+ 36.38% |
$1.29M - $1.46M
|
42.7K
$5.92M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
641+ 5.09% |
$72.5K - $81.9K
|
13.2K
$1.83M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
134+ 3.2% |
$15.2K - $17.1K
|
4.33K
$599K
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.58K+ 16.15% |
$179K - $202K
|
11.4K
$1.58M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.91K+ 28.34% |
$782K - $883K
|
31.3K
$4.33M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17K+ 26.03% |
$1.92M - $2.17M
|
82.3K
$11.4M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.03K
$282K
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
297New |
$33.6K - $38K
|
297
$41.1K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 532.74% |
$2.28M - $2.58M
|
24K
$3.32M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 34.75% |
$3.27M - $3.69M
|
54.2K
$7.51M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
574+ 2.76% |
$64.9K - $73.4K
|
21.3K
$2.96M
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 48.81% |
$269K - $304K
|
2.49K
$345K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-130- 40.0% |
$14.7K - $16.6K
|
195
$27K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 9.56% |
$20.8K - $23.5K
|
1.74K
$241K
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.4K- 7.94% |
$158K - $179K
|
16.2K
$2.25M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 3.54% |
$55.9K - $63.1K
|
14.5K
$2M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 46.85% |
$7.58K - $8.56K
|
210
$29.1K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48New |
$5.43K - $6.13K
|
48
$6.65K
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.68K+ 6.96% |
$190K - $214K
|
25.8K
$3.57M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
613+ 14.25% |
$69.3K - $78.3K
|
4.91K
$681K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.66K- 39.81% |
$867K - $979K
|
11.6K
$1.6M
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.03KNew |
$229K - $259K
|
2.03K
$281K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
780+ 7.44% |
$88.2K - $99.7K
|
11.3K
$1.56M
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6K+ 6.64% |
$181K - $205K
|
25.7K
$3.56M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.72K - $3.07K
|
24
$3.32K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 72.71% |
$682K - $771K
|
14.3K
$1.98M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 3.28% |
$2.94K - $3.32K
|
767
$106K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 16.81% |
$68K - $76.8K
|
4.18K
$579K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-625- 95.13% |
$70.7K - $79.9K
|
32
$4.43K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
315+ 10.55% |
$35.6K - $40.3K
|
3.3K
$457K
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 1.03% |
$13.8K - $15.6K
|
11.7K
$1.62M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
91+ 5.17% |
$10.3K - $11.6K
|
1.85K
$256K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.52KNew |
$1.08M - $1.22M
|
9.52K
$1.32M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.4K- 52.38% |
$2.87M - $3.24M
|
23.1K
$3.19M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.3K- 41.82% |
$5.24M - $5.92M
|
64.4K
$8.92M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-122- 26.01% |
$13.8K - $15.6K
|
347
$48.1K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.59K+ 10.59% |
$180K - $203K
|
16.6K
$2.3M
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.06KNew |
$234K - $264K
|
2.06K
$286K
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
495+ 3.83% |
$56K - $63.3K
|
13.4K
$1.86M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-921- 3.95% |
$104K - $118K
|
22.4K
$3.1M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.09KNew |
$123K - $139K
|
1.09K
$151K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89KNew |
$214K - $241K
|
1.89K
$262K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 4.76% |
$2.83K - $3.19K
|
500
$69.3K
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 49.58% |
$192K - $217K
|
5.12K
$709K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 12.48% |
$88.9K - $100K
|
5.51K
$763K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.62KNew |
$297K - $335K
|
2.62K
$363K
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.44K+ 41.17% |
$276K - $312K
|
8.37K
$1.16M
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
100+ 5.72% |
$11.3K - $12.8K
|
1.85K
$256K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.8K+ 11.55% |
$316K - $357K
|
27K
$3.74M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
428New |
$48.4K - $54.7K
|
428
$59.3K
|