Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
3.1K+ 1.27% |
$315K - $431K
|
247K
$36.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
3K+ 2.31% |
$305K - $417K
|
133K
$19.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
3KNew |
$305K - $417K
|
3K
$445K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.98K+ 39.31% |
$303K - $414K
|
10.5K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.95K+ 690.4% |
$300K - $410K
|
3.38K
$500K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.83K+ 152.84% |
$287K - $393K
|
4.68K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.74K+ 2.26% |
$279K - $381K
|
124K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.73K+ 16.58% |
$278K - $379K
|
19.2K
$2.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.62KNew |
$266K - $364K
|
2.62K
$388K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.61K+ 9.66% |
$265K - $363K
|
29.6K
$4.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.61KNew |
$265K - $362K
|
2.61K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.53KNew |
$257K - $351K
|
2.53K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.49K+ 17.36% |
$253K - $346K
|
16.8K
$2.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.44K+ 4.43% |
$248K - $339K
|
57.5K
$8.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 7.24% |
$230K - $315K
|
33.6K
$4.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 23.26% |
$225K - $308K
|
11.7K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.07K+ 150.69% |
$211K - $288K
|
3.45K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.06K+ 19.82% |
$209K - $286K
|
12.4K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2K+ 28.57% |
$203K - $278K
|
9.01K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.94KNew |
$197K - $270K
|
1.94K
$288K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.92K+ 15.22% |
$195K - $267K
|
14.6K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.9KNew |
$193K - $263K
|
1.9K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.89K+ 22.53% |
$192K - $262K
|
10.3K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.88KNew |
$191K - $262K
|
1.88K
$279K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.85K+ 7.17% |
$188K - $256K
|
27.6K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.84K+ 9.92% |
$187K - $256K
|
20.4K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.7K+ 2.63% |
$172K - $236K
|
66.1K
$9.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.68K+ 3.98% |
$171K - $234K
|
44K
$6.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.67K+ 50.39% |
$170K - $232K
|
4.99K
$739K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 82.27% |
$163K - $223K
|
3.56K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.6KNew |
$163K - $222K
|
1.6K
$237K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.6KNew |
$163K - $222K
|
1.6K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.59KNew |
$162K - $221K
|
1.59K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.58KNew |
$161K - $220K
|
1.58K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.57K+ 66.15% |
$160K - $218K
|
3.94K
$584K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.57KNew |
$159K - $218K
|
1.57K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.56KNew |
$159K - $217K
|
1.56K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.55KNew |
$158K - $216K
|
1.55K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.52K+ 24.29% |
$155K - $211K
|
7.78K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.5KNew |
$153K - $209K
|
1.5K
$223K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
1.5KNew |
$153K - $209K
|
1.5K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.5K+ 5.9% |
$152K - $208K
|
26.9K
$3.98M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.49KNew |
$152K - $208K
|
1.49K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.49KNew |
$151K - $207K
|
1.49K
$221K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.49KNew |
$151K - $207K
|
1.49K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.47KNew |
$149K - $204K
|
1.47K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.47KNew |
$149K - $204K
|
1.47K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.38K+ 17.58% |
$141K - $192K
|
9.25K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.33K+ 67.81% |
$135K - $185K
|
3.29K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.32K+ 1.65% |
$134K - $183K
|
81.2K
$12M
|