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 |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
24,022
shares
|
$2.97 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
22,944
shares
|
$2.84 Million
0.14% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,394
shares
|
$2.77 Million
0.09% of portfolio
|
Q3 2024
Added 929.14%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
21,253
shares
|
$2.63 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
20,837
shares
|
$2.58 Million
0.77% of portfolio
|
Q3 2024
Added 19.35%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
20,405
shares
|
$2.52 Million
1.31% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
19,867
shares
|
$2.46 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
19,536
shares
|
$2.42 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
19,437
shares
|
$2.4 Million
0.92% of portfolio
|
Q3 2024
Added 8.19%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
18,883
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
18,833
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
18,530
shares
|
$2.29 Million
0.35% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,025
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,927
shares
|
$2.22 Million
0.07% of portfolio
|
Q3 2024
Added 352.7%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,863
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
17,804
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
16,696
shares
|
$2.06 Million
0.33% of portfolio
|
Q3 2024
Added 770.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
16,544
shares
|
$2.05 Million
1.08% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,490
shares
|
$2.04 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
16,201
shares
|
$2 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,514
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
14,996
shares
|
$1.85 Million
1.41% of portfolio
|
Q3 2024
Added 248.99%
|
|
|
Guardian Capital LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,726
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
14,577
shares
|
$1.8 Million
0.89% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
14,361
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 5.89%
|