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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.12% |
$358 - $383
|
2.56K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-4- 5.8% |
$477 - $511
|
65
$9.29K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$11.9K - $12.8K
|
100
$14.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$926K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 9.8% |
$4.77K - $5.11K
|
448
$64K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.55K - $10.2K
|
80
$11.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
693+ 1.84% |
$82.7K - $88.6K
|
38.4K
$5.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 23.91% |
$25.4K - $27.2K
|
1.1K
$158K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 119.0% |
$28.4K - $30.4K
|
438
$62.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
117New |
$14K - $15K
|
117
$16.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 1.06% |
$2.15K - $2.3K
|
1.68K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.61% |
$119 - $128
|
63
$9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-253- 5.55% |
$30.2K - $32.3K
|
4.3K
$615K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$23.9K - $25.6K
|
200
$28.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-168- 70.29% |
$20K - $21.5K
|
71
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 2.6% |
$9.79K - $10.5K
|
3.07K
$439K
|
|
| 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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.03% |
$550 - $642
|
15.5K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
200New |
$22K - $25.7K
|
200
$28.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.38K- 28.3% |
$151K - $177K
|
3.48K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$11K - $12.8K
|
100
$14.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4New |
$440 - $514
|
4
$571
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.85KNew |
$864K - $1.01M
|
7.85K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.22K+ 9.06% |
$135K - $157K
|
14.7K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8New |
$880 - $1.03K
|
8
$1.14K
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
BUY
|
- |
1+ 0.01% |
$110 - $128
|
9.17K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
2.49KNew |
$274K - $320K
|
2.49K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-40- 20.51% |
$4.4K - $5.14K
|
155
$22.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.65K - $1.93K
|
2.35K
$336K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.61K- 28.51% |
$177K - $206K
|
4.02K
$575K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8K+ 2761.9% |
$638K - $745K
|
6.01K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
439New |
$48.3K - $56.4K
|
439
$62.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.4K+ 18.23% |
$2.03M - $2.37M
|
120K
$17.1M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-175- 6.13% |
$19.3K - $22.5K
|
2.68K
$383K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12K+ 24.44% |
$1.32M - $1.54M
|
61.1K
$8.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
5.03KNew |
$553K - $646K
|
5.03K
$718K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
63New |
$6.93K - $8.09K
|
63
$9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
44New |
$4.84K - $5.65K
|
44
$6.29K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 770.04% |
$1.63M - $1.9M
|
16.7K
$2.39M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12KNew |
$342K - $379K
|
3.12K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-140- 4.08% |
$15.4K - $17K
|
3.29K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.33KNew |
$256K - $284K
|
2.33K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
467New |
$51.2K - $56.8K
|
467
$66.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.17KNew |
$238K - $264K
|
2.17K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
355+ 2.57% |
$39K - $43.2K
|
14.2K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58New |
$6.36K - $7.06K
|
58
$8.29K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-109- 0.61% |
$12K - $13.3K
|
17.9K
$2.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.81KNew |
$308K - $342K
|
2.81K
$401K
|
|