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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
80+ 4.28% |
$9.05K - $10.2K
|
1.95K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 11.29% |
$7.92K - $8.95K
|
690
$95.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
67+ 291.3% |
$7.58K - $8.56K
|
90
$12.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
67+ 46.85% |
$7.58K - $8.56K
|
210
$29.1K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
48New |
$5.43K - $6.13K
|
48
$6.65K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40New |
$4.53K - $5.11K
|
40
$5.54K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40+ 1.08% |
$4.53K - $5.11K
|
3.76K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
26+ 0.71% |
$2.94K - $3.32K
|
3.71K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
25+ 0.57% |
$2.83K - $3.19K
|
4.4K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
24New |
$2.72K - $3.07K
|
24
$3.32K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$1.81K - $2.04K
|
16
$2.22K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.18% |
$453 - $511
|
2.22K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
2+ 0.02% |
$226 - $256
|
8.12K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$226 - $256
|
2.06K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.03% |
$113 - $128
|
3.83K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.34% |
$113 - $128
|
295
$40.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.04K
$283K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$113 - $128
|
2.03K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $128
|
3.17K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-4- 0.12% |
$453 - $511
|
3.32K
$459K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 27.59% |
$905 - $1.02K
|
21
$2.91K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-11- 0.11% |
$1.24K - $1.41K
|
9.66K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17- 0.89% |
$1.92K - $2.17K
|
1.9K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18- 0.43% |
$2.04K - $2.3K
|
4.13K
$572K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-25- 4.76% |
$2.83K - $3.19K
|
500
$69.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-26- 3.28% |
$2.94K - $3.32K
|
767
$106K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 2.26% |
$4.75K - $5.37K
|
1.82K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-64- 1.25% |
$7.24K - $8.18K
|
5.08K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82- 3.86% |
$9.28K - $10.5K
|
2.04K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-86- 36.44% |
$9.73K - $11K
|
150
$20.8K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-89- 17.25% |
$10.1K - $11.4K
|
427
$59.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-111- 3.64% |
$12.6K - $14.2K
|
2.94K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-122- 26.01% |
$13.8K - $15.6K
|
347
$48.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-122- 1.03% |
$13.8K - $15.6K
|
11.7K
$1.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-125- 3.45% |
$14.1K - $16K
|
3.5K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-130- 40.0% |
$14.7K - $16.6K
|
195
$27K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-175- 3.77% |
$19.8K - $22.4K
|
4.46K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-175- 1.8% |
$19.8K - $22.4K
|
9.53K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-184- 9.56% |
$20.8K - $23.5K
|
1.74K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-200- 2.7% |
$22.6K - $25.6K
|
7.2K
$997K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 20.35% |
$22.6K - $25.6K
|
783
$108K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-214- 7.34% |
$24.2K - $27.3K
|
2.7K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-226- 2.39% |
$25.6K - $28.9K
|
9.22K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 3.67% |
$32.5K - $36.7K
|
7.53K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 87.21% |
$33.9K - $38.3K
|
44
$6.09K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-300- 3.8% |
$33.9K - $38.3K
|
7.6K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-302- 1.73% |
$34.2K - $38.6K
|
17.2K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-333- 2.48% |
$37.7K - $42.6K
|
13.1K
$1.81M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-340- 6.07% |
$38.5K - $43.4K
|
5.26K
$729K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-359- 16.85% |
$40.6K - $45.9K
|
1.77K
$245K
|