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 |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$331,586
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
2,653
shares
|
$328,123
0.0% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,628
shares
|
$325,031
0.14% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,552
shares
|
$315,631
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Share Andrew L.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
2,490
shares
|
$307,963
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,465
shares
|
$304,871
0.0% of portfolio
|
Q3 2024
Reduced 64.55%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,400
shares
|
$296,832
0.17% of portfolio
|
Q2 2024
Added 32.09%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,399
shares
|
$296,708
0.01% of portfolio
|
Q3 2024
Added 34.62%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,353
shares
|
$291,019
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,310
shares
|
$285,700
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,266
shares
|
$280,258
0.08% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,215
shares
|
$273,951
0.04% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
2,188
shares
|
$270,611
0.03% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
2,134
shares
|
$263,933
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,126
shares
|
$262,943
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
2,115
shares
|
$261,583
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,098
shares
|
$259,480
0.1% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,045
shares
|
$252,925
0.07% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
2,042
shares
|
$252,554
0.1% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,033
shares
|
$251,441
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,004
shares
|
$247,854
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,960
shares
|
$242,412
0.04% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
1,902
shares
|
$235,239
0.06% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,860
shares
|
$230,044
0.18% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,809
shares
|
$223,737
0.0% of portfolio
|
Q3 2024
New holding
|