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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
94
shares
|
$11,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
90
shares
|
$11,131
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
88
shares
|
$10,883
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
84
shares
|
$10,389
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
78
shares
|
$9,647
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
69
shares
|
$8,533
0.0% of portfolio
|
Q2 2024
Added 245.0%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
65
shares
|
$8,039
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
63
shares
|
$7,791
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
63
shares
|
$7,791
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
62
shares
|
$7,668
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
59
shares
|
$7,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
49
shares
|
$6,060
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
44
shares
|
$5,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
42
shares
|
$5,194
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
39
shares
|
$4,823
0.0% of portfolio
|
Q2 2024
Added 34.48%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
35
shares
|
$4,328
0.0% of portfolio
|
Q2 2024
Reduced 30.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
25
shares
|
$3,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
20
shares
|
$2,473
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
8
shares
|
$989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$494
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2
shares
|
$247
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|