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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,796
shares
|
$222,129
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,792
shares
|
$221,634
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,783
shares
|
$220,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,782
shares
|
$220,397
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
1,743
shares
|
$215,574
0.03% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,741
shares
|
$215,326
0.0% of portfolio
|
Q3 2024
Reduced 20.03%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
1,734
shares
|
$214,461
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,696
shares
|
$209,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
1,596
shares
|
$197,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,362
shares
|
$168,452
0.0% of portfolio
|
Q3 2024
Added 66.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,203
shares
|
$148,787
0.0% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
1,133
shares
|
$140,129
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
1,133
shares
|
$140,129
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,049
shares
|
$129,740
0.0% of portfolio
|
Q3 2024
Added 60.4%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,048
shares
|
$129,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
891
shares
|
$110,198
0.0% of portfolio
|
Q1 2024
Reduced 34.73%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
880
shares
|
$108,838
0.04% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
815
shares
|
$100,799
0.0% of portfolio
|
Q3 2024
Reduced 70.84%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
733
shares
|
$90,657
0.01% of portfolio
|
Q2 2024
Reduced 5.42%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
666
shares
|
$82,370
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
636
shares
|
$78,660
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
500
shares
|
$61,840
0.0% of portfolio
|
Q2 2023
Added 66.67%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
482
shares
|
$59,613
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
461
shares
|
$57,016
0.0% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
439
shares
|
$54,295
0.03% of portfolio
|
Q3 2024
New holding
|