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 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-419- 35.97% |
$47.4K - $53.5K
|
746
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-467- 50.0% |
$52.8K - $59.7K
|
467
$64.7K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-474- 20.95% |
$53.6K - $60.6K
|
1.79K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-488- 64.64% |
$55.2K - $62.4K
|
267
$37K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-502- 5.1% |
$56.8K - $64.2K
|
9.35K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-505- 95.83% |
$57.1K - $64.5K
|
22
$3.05K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-575- 3.54% |
$65K - $73.5K
|
15.7K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-587- 7.9% |
$66.4K - $75K
|
6.84K
$947K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-605- 2.15% |
$68.4K - $77.3K
|
27.5K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-625- 95.13% |
$70.7K - $79.9K
|
32
$4.43K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-646- 2.02% |
$73.1K - $82.6K
|
31.4K
$4.35M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-701- 5.77% |
$79.3K - $89.6K
|
11.4K
$1.58M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 51.22% |
$83.2K - $93.9K
|
700
$97K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-786- 12.48% |
$88.9K - $100K
|
5.51K
$763K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-833- 24.24% |
$94.2K - $106K
|
2.6K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-921- 3.95% |
$104K - $118K
|
22.4K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-973- 95.77% |
$110K - $124K
|
43
$5.96K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.14K- 5.95% |
$129K - $146K
|
18.1K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27KClosed |
$144K - $162K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.28K- 8.23% |
$145K - $163K
|
14.3K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.4K- 7.94% |
$158K - $179K
|
16.2K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.67K- 22.89% |
$189K - $214K
|
5.64K
$781K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.85K- 11.02% |
$209K - $237K
|
15K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-2.38K- 48.81% |
$269K - $304K
|
2.49K
$345K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.38K- 54.84% |
$269K - $304K
|
1.96K
$271K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.46K- 28.49% |
$278K - $314K
|
6.17K
$855K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.25K- 18.3% |
$368K - $416K
|
14.5K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 34.35% |
$459K - $518K
|
7.75K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.82K- 19.8% |
$545K - $615K
|
19.5K
$2.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.09K- 23.63% |
$576K - $651K
|
16.5K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.81K- 44.27% |
$658K - $743K
|
7.32K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.66K- 39.81% |
$867K - $979K
|
11.6K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.9K- 8.95% |
$1.46M - $1.65M
|
132K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-13.2K- 51.97% |
$1.5M - $1.69M
|
12.2K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-14.8K- 24.09% |
$1.68M - $1.9M
|
46.8K
$6.48M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.9K- 96.84% |
$1.8M - $2.03M
|
518
$71.7K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.2K- 73.93% |
$2.28M - $2.58M
|
7.12K
$986K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-21.7K- 88.85% |
$2.45M - $2.77M
|
2.72K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.4K- 52.38% |
$2.87M - $3.24M
|
23.1K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.9K- 34.75% |
$3.27M - $3.69M
|
54.2K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.5K- 29.25% |
$3.57M - $4.03M
|
76.2K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-33.3K- 92.64% |
$3.77M - $4.26M
|
2.65K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.3K- 41.82% |
$5.24M - $5.92M
|
64.4K
$8.92M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-52.7K- 54.28% |
$5.96M - $6.73M
|
44.4K
$6.14M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-737K- 96.67% |
$83.4M - $94.2M
|
25.4K
$3.51M
|