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 318 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,120
shares
|
$709,120
0.11% of portfolio
|
Q1 2025
Added 49.58%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
5,076
shares
|
$703,026
0.31% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
5,061
shares
|
$700,948
0.28% of portfolio
|
Q1 2025
Added 29.67%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
4,939
shares
|
$684,051
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,914
shares
|
$680,589
0.0% of portfolio
|
Q1 2025
Added 14.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,849
shares
|
$671,586
0.01% of portfolio
|
Q2 2025
Added 318.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,776
shares
|
$661,476
0.18% of portfolio
|
Q1 2025
Added 19.07%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,766
shares
|
$660,091
0.27% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
4,675
shares
|
$647,487
0.14% of portfolio
|
Q2 2025
Added 152.84%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,572
shares
|
$633,222
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
4,463
shares
|
$618,125
0.07% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
4,403
shares
|
$609,815
0.05% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,337
shares
|
$600,674
0.08% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,326
shares
|
$599,151
0.03% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,326
shares
|
$599,151
0.02% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
4,279
shares
|
$592,641
0.27% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,241
shares
|
$587,378
0.06% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
4,230
shares
|
$585,855
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
4,182
shares
|
$579,207
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
4,177
shares
|
$578,514
0.02% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
4,131
shares
|
$572,143
0.04% of portfolio
|
Q1 2025
Added 22.26%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
4,127
shares
|
$571,589
0.1% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,065
shares
|
$563,002
0.0% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,011
shares
|
$555,523
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
3,833
shares
|
$530,870
0.21% of portfolio
|
Q1 2025
Added 0.03%
|