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 |
|---|---|---|---|---|---|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,661
shares
|
$452,792
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,568
shares
|
$441,290
0.05% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,536
shares
|
$437,332
0.21% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,516
shares
|
$434,858
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,483
shares
|
$430,777
0.0% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
3,426
shares
|
$423,727
0.22% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,388
shares
|
$419,027
0.08% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
3,367
shares
|
$416,430
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,293
shares
|
$407,278
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
3,280
shares
|
$405,670
0.31% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,277
shares
|
$405,299
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,178
shares
|
$393,055
0.01% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$392,065
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,166
shares
|
$391,570
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,162
shares
|
$391,076
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,154
shares
|
$390,086
0.2% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$386,128
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,083
shares
|
$381,305
0.01% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,061
shares
|
$378,584
0.01% of portfolio
|
Q3 2024
Reduced 75.8%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,920
shares
|
$361,145
0.01% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,840
shares
|
$351,251
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
2,807
shares
|
$347,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,753
shares
|
$340,491
0.0% of portfolio
|
Q3 2024
Added 51.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,730
shares
|
$337,646
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,701
shares
|
$334,059
0.02% of portfolio
|
Q2 2024
New holding
|