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 273 institutions that hold shares in the stock, with a total of 8.97 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
882,289
shares
|
$109 Million
0.01% of portfolio
|
Q3 2024
Added 36.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
823,491
shares
|
$102 Million
0.01% of portfolio
|
Q3 2024
Added 67.96%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
802,566
shares
|
$99.3 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
515,901
shares
|
$63.8 Million
0.03% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
505,913
shares
|
$62.6 Million
0.01% of portfolio
|
Q3 2024
Added 18926.44%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
321,605
shares
|
$39.8 Million
0.01% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
320,360
shares
|
$39.6 Million
4.7% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
318,656
shares
|
$39.4 Million
0.01% of portfolio
|
Q3 2024
Added 11.53%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
227,335
shares
|
$28.1 Million
12.17% of portfolio
|
Q3 2024
Added 31.43%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
214,067
shares
|
$26.5 Million
6.92% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
187,378
shares
|
$23.2 Million
1.21% of portfolio
|
Q3 2024
Added 513.19%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
144,000
shares
|
$17.8 Million
0.09% of portfolio
|
Q3 2024
Added 159.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
143,796
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 74.44%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
130,901
shares
|
$16.2 Million
0.1% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 04, 2024 Q3 2024 |
130,000
shares
|
$16.1 Million
2.27% of portfolio
|
Q1 2024
New holding
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
126,686
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2024
Added 154.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
125,127
shares
|
$15.5 Million
0.02% of portfolio
|
Q3 2024
Added 171.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,612
shares
|
$14.8 Million
0.01% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
116,074
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
108,809
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
107,604
shares
|
$13.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
92,152
shares
|
$11.4 Million
0.04% of portfolio
|
Q3 2024
Added 30.21%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
82,173
shares
|
$10.2 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
75,258
shares
|
$9.31 Million
1.66% of portfolio
|
Q3 2024
Added 39.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
74,298
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.62%
|