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 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 4.26% |
$8.85K - $12.1K
|
2.13K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
77New |
$7.83K - $10.7K
|
77
$11.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
72+ 0.42% |
$7.32K - $10K
|
17.3K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
68+ 35.42% |
$6.91K - $9.45K
|
260
$38.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 47.57% |
$4.98K - $6.81K
|
152
$22.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
42+ 2.73% |
$4.27K - $5.84K
|
1.58K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
41New |
$4.17K - $5.7K
|
41
$6.08K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
30New |
$3.05K - $4.17K
|
30
$4.45K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
29+ 0.34% |
$2.95K - $4.03K
|
8.64K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
28+ 0.19% |
$2.85K - $3.89K
|
14.6K
$2.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24+ 3.07% |
$2.44K - $3.34K
|
807
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23+ 0.61% |
$2.34K - $3.2K
|
3.78K
$560K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
19New |
$1.93K - $2.64K
|
19
$2.82K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
15New |
$1.53K - $2.09K
|
15
$2.22K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6+ 0.19% |
$610 - $834
|
3.17K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Pecaut & Co.
|
BUY
|
- |
6+ 0.02% |
$610 - $834
|
25.8K
$3.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 0.26% |
$305 - $417
|
1.18K
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.95% |
$203 - $278
|
212
$31.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$203 - $278
|
6.17K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 2.56% |
$102 - $139
|
40
$5.93K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1New |
$102 - $139
|
1
$148
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 4.76% |
$102 - $139
|
22
$3.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1+ 0.34% |
$102 - $139
|
296
$43.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 2.27% |
$102 - $139
|
45
$6.67K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2- 0.06% |
$203 - $278
|
3.52K
$522K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-6- 0.11% |
$610 - $834
|
5.44K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-8- 8.0% |
$814 - $1.11K
|
92
$13.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$814 - $1.11K
|
4.77K
$707K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-10- 0.56% |
$1.02K - $1.39K
|
1.76K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-13- 0.3% |
$1.32K - $1.81K
|
4.27K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-23- 0.89% |
$2.34K - $3.2K
|
2.57K
$381K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 3.35% |
$3.05K - $4.17K
|
865
$128K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-37- 4.96% |
$3.76K - $5.14K
|
709
$105K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-40- 0.19% |
$4.07K - $5.56K
|
21.3K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41- 95.35% |
$4.17K - $5.7K
|
2
$297
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 1.14% |
$5.08K - $6.95K
|
4.35K
$645K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-54- 0.7% |
$5.49K - $7.51K
|
7.7K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-66- 1.56% |
$6.71K - $9.18K
|
4.16K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-68- 3.57% |
$6.91K - $9.45K
|
1.84K
$272K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-73- 1.07% |
$7.42K - $10.1K
|
6.77K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-90- 4.42% |
$9.15K - $12.5K
|
1.94K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-97- 3.8% |
$9.86K - $13.5K
|
2.46K
$364K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-105- 65.63% |
$10.7K - $14.6K
|
55
$8.15K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-106- 5.93% |
$10.8K - $14.7K
|
1.68K
$250K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-114- 2.76% |
$11.6K - $15.8K
|
4.01K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-126- 3.1% |
$12.8K - $17.5K
|
3.94K
$584K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-133- 1.31% |
$13.5K - $18.5K
|
10K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136- 7.2% |
$13.8K - $18.9K
|
1.75K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-140- 1.07% |
$14.2K - $19.5K
|
12.9K
$1.92M
|