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 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.95KNew |
$221K - $249K
|
1.95K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.56KNew |
$290K - $327K
|
2.56K
$380K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-125- 3.45% |
$14.1K - $16K
|
3.5K
$519K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
390+ 18.44% |
$44.1K - $49.8K
|
2.51K
$371K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
212New |
$25.3K - $27.1K
|
212
$31.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.72K- 32.64% |
$325K - $348K
|
5.62K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-469- 3.13% |
$56K - $59.9K
|
14.5K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 5.63% |
$386K - $413K
|
60.6K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-16K- 45.24% |
$1.91M - $2.04M
|
19.3K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1+ 0.21% |
$119 - $128
|
483
$71.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
122+ 2.9% |
$14.6K - $15.6K
|
4.32K
$641K
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
58.4KNew |
$6.97M - $7.46M
|
58.4K
$8.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-74K- 51.39% |
$8.83M - $9.46M
|
70K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
47+ 0.39% |
$5.61K - $6.01K
|
12.1K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
815+ 24.21% |
$97.3K - $104K
|
4.18K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
150New |
$17.9K - $19.2K
|
150
$22.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-559- 3.39% |
$66.7K - $71.4K
|
15.9K
$2.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
112KNew |
$13.3M - $14.3M
|
112K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
38KNew |
$4.53M - $4.85M
|
38K
$5.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$119 - $128
|
1
$148
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-80- 4.3% |
$9.55K - $10.2K
|
1.78K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125+ 11.92% |
$14.9K - $16K
|
1.17K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.6KNew |
$2.58M - $2.76M
|
21.6K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
8New |
$955 - $1.02K
|
8
$1.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$253K - $271K
|
2.12K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$239 - $256
|
2
$297
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250New |
$29.8K - $31.9K
|
250
$37.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
207New |
$24.7K - $26.5K
|
207
$30.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
531New |
$63.4K - $67.9K
|
531
$78.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
61New |
$7.28K - $7.79K
|
61
$9.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
119+ 0.63% |
$14.2K - $15.2K
|
19K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
53.8K+ 377.68% |
$6.42M - $6.87M
|
68K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-563- 15.38% |
$67.2K - $71.9K
|
3.1K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-4- 5.8% |
$477 - $511
|
65
$9.64K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$961K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.55K - $10.2K
|
80
$11.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$4.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
693+ 1.84% |
$82.7K - $88.6K
|
38.4K
$5.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 23.91% |
$25.4K - $27.2K
|
1.1K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 119.0% |
$28.4K - $30.4K
|
438
$64.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
117New |
$14K - $15K
|
117
$17.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 1.06% |
$2.15K - $2.3K
|
1.68K
$249K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-253- 5.55% |
$30.2K - $32.3K
|
4.3K
$638K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.61% |
$119 - $128
|
63
$9.34K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$23.9K - $25.6K
|
200
$29.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-168- 70.29% |
$20K - $21.5K
|
71
$10.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 2.6% |
$9.79K - $10.5K
|
3.07K
$455K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-185Closed |
$20.4K - $23.8K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$22K - $25.7K
|
200
$29.7K
|
|