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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 46.85% |
$7.58K - $8.56K
|
210
$30K
|
|
|
May 02, 2025
Q1 2025
|
Pecaut & Co.
|
BUY
|
- |
1.68K+ 6.96% |
$190K - $214K
|
25.8K
$3.69M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 3.54% |
$55.9K - $63.1K
|
14.5K
$2.07M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.66K- 39.81% |
$867K - $979K
|
11.6K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
613+ 14.25% |
$69.3K - $78.3K
|
4.91K
$702K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.03KNew |
$229K - $259K
|
2.03K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
780+ 7.44% |
$88.2K - $99.7K
|
11.3K
$1.61M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.6K+ 6.64% |
$181K - $205K
|
25.7K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.72K - $3.07K
|
24
$3.43K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.03K+ 72.71% |
$682K - $771K
|
14.3K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 3.28% |
$2.94K - $3.32K
|
767
$110K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 1.03% |
$13.8K - $15.6K
|
11.7K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
315+ 10.55% |
$35.6K - $40.3K
|
3.3K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-625- 95.13% |
$70.7K - $79.9K
|
32
$4.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.52KNew |
$1.08M - $1.22M
|
9.52K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
91+ 5.17% |
$10.3K - $11.6K
|
1.85K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-122- 26.01% |
$13.8K - $15.6K
|
347
$49.6K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.59K+ 10.59% |
$180K - $203K
|
16.6K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.3K- 41.82% |
$5.24M - $5.92M
|
64.4K
$9.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 4.76% |
$2.83K - $3.19K
|
500
$71.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.06KNew |
$234K - $264K
|
2.06K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 49.58% |
$192K - $217K
|
5.12K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.09KNew |
$123K - $139K
|
1.09K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-921- 3.95% |
$104K - $118K
|
22.4K
$3.2M
|
|
|
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
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 12.48% |
$88.9K - $100K
|
5.51K
$787K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.89KNew |
$214K - $241K
|
1.89K
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-467- 50.0% |
$52.8K - $59.7K
|
467
$66.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.8K+ 11.55% |
$316K - $357K
|
27K
$3.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.04K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 33.79% |
$250K - $282K
|
8.74K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.91KNew |
$216K - $244K
|
1.91K
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-64- 1.25% |
$7.24K - $8.18K
|
5.08K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 52.88% |
$1.41M - $1.59M
|
35.9K
$5.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
90New |
$10.2K - $11.5K
|
90
$12.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.57% |
$2.83K - $3.19K
|
4.4K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-502- 5.1% |
$56.8K - $64.2K
|
9.35K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
222+ 1.79% |
$25.1K - $28.4K
|
12.6K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587- 7.9% |
$66.4K - $75K
|
6.84K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$2.04K - $2.3K
|
4.13K
$590K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.8K+ 11.02% |
$995K - $1.12M
|
88.6K
$12.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
824+ 4.29% |
$93.2K - $105K
|
20K
$2.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-833- 24.24% |
$94.2K - $106K
|
2.6K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 54.84% |
$269K - $304K
|
1.96K
$280K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
493+ 9.8% |
$55.8K - $63K
|
5.53K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$1.18M - $1.33M
|
10.4K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.95KNew |
$221K - $249K
|
1.95K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
576+ 13.75% |
$65.2K - $73.6K
|
4.77K
$681K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.8K+ 303.58% |
$882K - $997K
|
10.4K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.47K+ 244.96% |
$619K - $699K
|
7.7K
$1.1M
|