Institutional Ownership First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID). We have compiled data on the 334 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,513,737
shares
|
$218 Million
0.01% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,193,672
shares
|
$172 Million
0.01% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
895,102
shares
|
$129 Million
0.04% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
777,164
shares
|
$112 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
499,123
shares
|
$72 Million
0.01% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
346,174
shares
|
$50 Million
5.87% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
328,446
shares
|
$47.4 Million
0.02% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
314,059
shares
|
$45.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
247,187
shares
|
$35.7 Million
9.31% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
229,685
shares
|
$33.1 Million
6.62% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
199,613
shares
|
$28.8 Million
0.03% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
197,002
shares
|
$28.4 Million
0.43% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
180,574
shares
|
$26.1 Million
0.03% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
175,963
shares
|
$25.4 Million
0.02% of portfolio
|
Q2 2025
Added 185.56%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
149,011
shares
|
$21.5 Million
0.0% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Aug 11, 2025 Q2 2025 |
133,000
shares
|
$19.2 Million
2.85% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
126,653
shares
|
$18.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
123,717
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,612
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
111,625
shares
|
$16.1 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
104,102
shares
|
$15 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
96,428
shares
|
$13.9 Million
5.19% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
89,402
shares
|
$12.9 Million
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
88,243
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
86,385
shares
|
$12.5 Million
0.03% of portfolio
|
Q2 2025
Added 4.02%
|