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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.25K+ 68.81% |
$127K - $174K
|
3.07K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
1.19KNew |
$121K - $165K
|
1.19K
$176K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.17K+ 45.4% |
$119K - $163K
|
3.75K
$556K
|
|
|
Aug 08, 2025
Q2 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.05K+ 9.22% |
$107K - $146K
|
12.4K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
974+ 6.73% |
$99K - $135K
|
15.4K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
955+ 16.38% |
$97.1K - $133K
|
6.79K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
901+ 31.66% |
$91.6K - $125K
|
3.75K
$556K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
767+ 6.81% |
$78K - $107K
|
12K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
764+ 0.22% |
$77.7K - $106K
|
346K
$51.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
760+ 0.86% |
$77.3K - $106K
|
89.4K
$13.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
757+ 3.74% |
$77K - $105K
|
21K
$3.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
731+ 27.87% |
$74.3K - $102K
|
3.35K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
721+ 26.49% |
$73.3K - $100K
|
3.44K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
671+ 18.36% |
$68.2K - $93.3K
|
4.33K
$641K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
666+ 25.59% |
$67.7K - $92.6K
|
3.27K
$485K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
653+ 5.64% |
$66.4K - $90.8K
|
12.2K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
645+ 8.96% |
$65.6K - $89.7K
|
7.84K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
621+ 1.92% |
$63.1K - $86.3K
|
33K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
561+ 3.37% |
$57K - $78K
|
17.2K
$2.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
531+ 76.96% |
$54K - $73.8K
|
1.22K
$181K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
526+ 75.14% |
$53.5K - $73.1K
|
1.23K
$182K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
428+ 10.25% |
$43.5K - $59.5K
|
4.61K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
388+ 1.99% |
$39.5K - $53.9K
|
19.9K
$2.95M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
384+ 7.59% |
$39K - $53.4K
|
5.45K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
380New |
$38.6K - $52.8K
|
380
$56.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
352New |
$35.8K - $48.9K
|
352
$52.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
335+ 13.94% |
$34.1K - $46.6K
|
2.74K
$406K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
322+ 9.73% |
$32.7K - $44.8K
|
3.63K
$539K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
310+ 13.97% |
$31.5K - $43.1K
|
2.53K
$375K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
302+ 10.27% |
$30.7K - $42K
|
3.24K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
272+ 63.55% |
$27.7K - $37.8K
|
700
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
272+ 58.24% |
$27.7K - $37.8K
|
739
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
258+ 8.05% |
$26.2K - $35.9K
|
3.46K
$514K
|
|
|
Aug 05, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
257+ 9.52% |
$26.1K - $35.7K
|
2.96K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
244+ 2.65% |
$24.8K - $33.9K
|
9.47K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
233+ 1.57% |
$23.7K - $32.4K
|
15.1K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
208+ 4.36% |
$21.2K - $28.9K
|
4.97K
$737K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
188+ 2.91% |
$19.1K - $26.1K
|
6.65K
$986K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 175.0% |
$17.8K - $24.3K
|
275
$40.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
171New |
$17.4K - $23.8K
|
171
$25.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
170+ 7.09% |
$17.3K - $23.6K
|
2.57K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
141+ 2.87% |
$14.3K - $19.6K
|
5.06K
$749K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
133+ 3.59% |
$13.5K - $18.5K
|
3.84K
$569K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
129+ 4.09% |
$13.1K - $17.9K
|
3.28K
$487K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
117+ 0.43% |
$11.9K - $16.3K
|
27.1K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
111+ 2.69% |
$11.3K - $15.4K
|
4.24K
$629K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.92% |
$10.8K - $14.7K
|
5.63K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
101+ 1.34% |
$10.3K - $14K
|
7.63K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 33.67% |
$10.2K - $13.9K
|
397
$58.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
96+ 5.52% |
$9.76K - $13.3K
|
1.84K
$272K
|