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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-467- 50.0% |
$52.8K - $59.7K
|
467
$64.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.04K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.91KNew |
$216K - $244K
|
1.91K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-64- 1.25% |
$7.24K - $8.18K
|
5.08K
$703K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.21K+ 33.79% |
$250K - $282K
|
8.74K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587- 7.9% |
$66.4K - $75K
|
6.84K
$947K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
222+ 1.79% |
$25.1K - $28.4K
|
12.6K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-502- 5.1% |
$56.8K - $64.2K
|
9.35K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.57% |
$2.83K - $3.19K
|
4.4K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.4K+ 52.88% |
$1.41M - $1.59M
|
35.9K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.82K- 19.8% |
$545K - $615K
|
19.5K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$2.04K - $2.3K
|
4.13K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
90New |
$10.2K - $11.5K
|
90
$12.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.8K+ 11.02% |
$995K - $1.12M
|
88.6K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
576+ 13.75% |
$65.2K - $73.6K
|
4.77K
$660K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
528+ 1.24% |
$59.7K - $67.5K
|
43.3K
$5.99M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.95KNew |
$221K - $249K
|
1.95K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10.4KNew |
$1.18M - $1.33M
|
10.4K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
824+ 4.29% |
$93.2K - $105K
|
20K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 54.84% |
$269K - $304K
|
1.96K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-833- 24.24% |
$94.2K - $106K
|
2.6K
$361K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
493+ 9.8% |
$55.8K - $63K
|
5.53K
$765K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.8K+ 303.58% |
$882K - $997K
|
10.4K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.7K+ 5.39% |
$2M - $2.26M
|
345K
$47.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 37.6% |
$1.31M - $1.48M
|
42.3K
$5.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.47K+ 244.96% |
$619K - $699K
|
7.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
11.6K+ 99.84% |
$1.31M - $1.48M
|
23.2K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.45K+ 19.68% |
$503K - $568K
|
27K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$360K - $407K
|
3.18K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.46K- 28.49% |
$278K - $314K
|
6.17K
$855K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400+ 41.03% |
$45.3K - $51.1K
|
1.38K
$190K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-646- 2.02% |
$73.1K - $82.6K
|
31.4K
$4.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.44KNew |
$616K - $696K
|
5.44K
$754K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.2K+ 1005.41% |
$2.96M - $3.35M
|
28.8K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.56KNew |
$290K - $327K
|
2.56K
$355K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 91.28% |
$179K - $202K
|
3.31K
$459K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
765+ 19.07% |
$86.5K - $97.8K
|
4.78K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-333- 2.48% |
$37.7K - $42.6K
|
13.1K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$226 - $256
|
2.06K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $128
|
3.17K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.37KNew |
$268K - $303K
|
2.37K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-359- 16.85% |
$40.6K - $45.9K
|
1.77K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.3KNew |
$2.29M - $2.59M
|
20.3K
$2.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-125- 3.45% |
$14.1K - $16K
|
3.5K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.17K+ 25.62% |
$246K - $278K
|
10.7K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 1.64% |
$404K - $457K
|
222K
$30.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
390+ 18.44% |
$44.1K - $49.8K
|
2.51K
$347K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16K- 34.12% |
$1.9M - $2.04M
|
30.8K
$4.27M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.1K+ 72.3% |
$6.58M - $7.04M
|
131K
$18.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.7K- 48.68% |
$442K - $473K
|
3.9K
$540K
|
|