Latest Institutional Purchases of First Tr Nasdaq Clean Edge Sma (GRID)
This list provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.11M+ 8655.05% |
$849M - $909M
|
7.19M
$868M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
150K+ 424.84% |
$17.9M - $19.2M
|
185K
$22.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
53.8K+ 377.68% |
$6.42M - $6.87M
|
68K
$8.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19K+ 64.86% |
$2.27M - $2.43M
|
48.4K
$5.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$3.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 22.43% |
$2.01M - $2.16M
|
92.1K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 113.96% |
$1.95M - $2.09M
|
30.7K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.79M - $1.92M
|
15K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 76.87% |
$1.22M - $1.31M
|
23.5K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.8KNew |
$1.17M - $1.25M
|
9.8K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$1.09M - $1.17M
|
9.12K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.37K+ 2.3% |
$880K - $942K
|
328K
$39.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.92K+ 71.54% |
$588K - $629K
|
11.8K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.47K+ 56.22% |
$533K - $571K
|
12.4K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 2.03% |
$517K - $554K
|
218K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4KNew |
$478K - $511K
|
4K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 16.23% |
$404K - $432K
|
24.2K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.64K+ 151.18% |
$314K - $337K
|
4.38K
$528K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6KNew |
$311K - $333K
|
2.6K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$307K - $328K
|
2.57K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.36K+ 66.12% |
$282K - $301K
|
5.93K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26KNew |
$270K - $289K
|
2.26K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.16K+ 6.39% |
$258K - $276K
|
36K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$253K - $271K
|
2.12K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.06KNew |
$245K - $263K
|
2.06K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03K+ 18.31% |
$242K - $260K
|
13.1K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.88KNew |
$224K - $240K
|
1.88K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.75K+ 26.01% |
$209K - $224K
|
8.48K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$207K - $221K
|
1.73K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.36K+ 22.46% |
$163K - $174K
|
7.43K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.33K+ 6.28% |
$159K - $170K
|
22.6K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 7.34% |
$157K - $168K
|
19.2K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24K+ 5.11% |
$148K - $158K
|
25.4K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.18K+ 5.14% |
$141K - $151K
|
24.1K
$2.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 44.1% |
$138K - $148K
|
3.79K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 36.95% |
$135K - $145K
|
4.19K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
971+ 15.11% |
$116K - $124K
|
7.4K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
940+ 45.97% |
$112K - $120K
|
2.99K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
898+ 4.52% |
$107K - $115K
|
20.8K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
891+ 40.72% |
$106K - $114K
|
3.08K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
875+ 32.4% |
$104K - $112K
|
3.58K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
823+ 541.45% |
$98.2K - $105K
|
975
$118K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
703+ 32.94% |
$83.9K - $89.8K
|
2.84K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
693+ 1.84% |
$82.7K - $88.6K
|
38.4K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
593+ 296.5% |
$70.8K - $75.8K
|
793
$95.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
531New |
$63.4K - $67.9K
|
531
$64K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 2000.0% |
$59.7K - $63.9K
|
525
$63.3K
|