Purchases and Sales Made in Q1 2025 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
792+ 15.71% |
$89.6K - $101K
|
5.83K
$808K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
780+ 7.44% |
$88.2K - $99.7K
|
11.3K
$1.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
765+ 19.07% |
$86.5K - $97.8K
|
4.78K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
752+ 22.26% |
$85.1K - $96.1K
|
4.13K
$572K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
694+ 6.49% |
$78.5K - $88.7K
|
11.4K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
671+ 7.04% |
$75.9K - $85.7K
|
10.2K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
670+ 2.45% |
$75.8K - $85.6K
|
28K
$3.87M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
641+ 5.09% |
$72.5K - $81.9K
|
13.2K
$1.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
632+ 6.66% |
$71.5K - $80.8K
|
10.1K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
628+ 35.5% |
$71K - $80.3K
|
2.4K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
628+ 94.29% |
$71K - $80.3K
|
1.29K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
613+ 14.25% |
$69.3K - $78.3K
|
4.91K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
601+ 16.81% |
$68K - $76.8K
|
4.18K
$579K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
597+ 177.15% |
$67.5K - $76.3K
|
934
$129K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
585+ 32.16% |
$66.2K - $74.8K
|
2.4K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
576+ 13.75% |
$65.2K - $73.6K
|
4.77K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
574+ 2.76% |
$64.9K - $73.4K
|
21.3K
$2.96M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
538+ 9.41% |
$60.9K - $68.8K
|
6.26K
$867K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
528+ 1.24% |
$59.7K - $67.5K
|
43.3K
$5.99M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
512+ 3.18% |
$57.9K - $65.4K
|
16.6K
$2.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
495+ 3.83% |
$56K - $63.3K
|
13.4K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
494+ 3.54% |
$55.9K - $63.1K
|
14.5K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
493+ 9.8% |
$55.8K - $63K
|
5.53K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
473+ 5.95% |
$53.5K - $60.4K
|
8.43K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
428New |
$48.4K - $54.7K
|
428
$59.3K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
411+ 1.84% |
$46.5K - $52.5K
|
22.8K
$3.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400+ 41.03% |
$45.3K - $51.1K
|
1.38K
$190K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
390+ 18.44% |
$44.1K - $49.8K
|
2.51K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
379+ 21.03% |
$42.9K - $48.4K
|
2.18K
$302K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
318+ 11.21% |
$36K - $40.6K
|
3.16K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
315+ 10.55% |
$35.6K - $40.3K
|
3.3K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
303New |
$34.3K - $38.7K
|
303
$42K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
297New |
$33.6K - $38K
|
297
$41.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 30.81% |
$30.9K - $34.9K
|
1.16K
$161K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
269+ 10.44% |
$30.4K - $34.4K
|
2.85K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
257+ 1.76% |
$29.1K - $32.8K
|
14.8K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
245+ 1.8% |
$27.7K - $31.3K
|
13.8K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
245+ 8.27% |
$27.7K - $31.3K
|
3.21K
$444K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
244+ 6.65% |
$27.6K - $31.2K
|
3.91K
$542K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
222+ 1.79% |
$25.1K - $28.4K
|
12.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
170+ 0.39% |
$19.2K - $21.7K
|
43.2K
$5.99M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
134+ 3.2% |
$15.2K - $17.1K
|
4.33K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
132+ 5.37% |
$14.9K - $16.9K
|
2.59K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
125+ 3.17% |
$14.1K - $16K
|
4.07K
$563K
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
125+ 3.01% |
$14.1K - $16K
|
4.28K
$593K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
114New |
$12.9K - $14.6K
|
114
$15.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
100+ 5.72% |
$11.3K - $12.8K
|
1.85K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.88% |
$11.3K - $12.8K
|
3.58K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
91+ 5.17% |
$10.3K - $11.6K
|
1.85K
$256K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
90New |
$10.2K - $11.5K
|
90
$12.5K
|