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 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-159- 1.89% |
$16.2K - $22.1K
|
8.27K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-166- 98.81% |
$16.9K - $23.1K
|
2
$297
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-175- 4.05% |
$17.8K - $24.3K
|
4.15K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-194- 4.96% |
$19.7K - $27K
|
3.72K
$552K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-205- 9.93% |
$20.8K - $28.5K
|
1.86K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-217- 28.29% |
$22.1K - $30.2K
|
550
$81.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-221- 1.94% |
$22.5K - $30.7K
|
11.2K
$1.66M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-245- 1.77% |
$24.9K - $34.1K
|
13.6K
$2.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-270- 2.31% |
$27.5K - $37.5K
|
11.4K
$1.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-278- 6.48% |
$28.3K - $38.6K
|
4.01K
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-279- 5.3% |
$28.4K - $38.8K
|
4.99K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-297- 9.0% |
$30.2K - $41.3K
|
3K
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-303- 27.4% |
$30.8K - $42.1K
|
803
$119K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-336- 16.33% |
$34.2K - $46.7K
|
1.72K
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-343- 11.64% |
$34.9K - $47.7K
|
2.6K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-344- 1.25% |
$35K - $47.8K
|
27.2K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-356- 7.98% |
$36.2K - $49.5K
|
4.11K
$609K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-383- 5.23% |
$38.9K - $53.2K
|
6.94K
$1.03M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-398- 88.84% |
$40.5K - $55.3K
|
50
$7.41K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-419- 3.76% |
$42.6K - $58.2K
|
10.7K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-442- 7.84% |
$44.9K - $61.4K
|
5.2K
$770K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-457- 20.95% |
$46.5K - $63.5K
|
1.72K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-466- 22.84% |
$47.4K - $64.8K
|
1.57K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-500- 23.64% |
$50.8K - $69.5K
|
1.62K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-580- 33.8% |
$59K - $80.6K
|
1.14K
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-600- 16.77% |
$61K - $83.4K
|
2.98K
$441K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-628- 48.53% |
$63.9K - $87.3K
|
666
$98.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-655- 6.65% |
$66.6K - $91.1K
|
9.19K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
SELL
|
- |
-668- 1.54% |
$67.9K - $92.9K
|
42.6K
$6.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-697- 3.02% |
$70.9K - $96.9K
|
22.4K
$3.31M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-759- 5.74% |
$77.2K - $106K
|
12.5K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-780- 33.48% |
$79.3K - $108K
|
1.55K
$230K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-865- 7.08% |
$88K - $120K
|
11.4K
$1.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-868- 3.1% |
$88.3K - $121K
|
27.1K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-935- 2.16% |
$95.1K - $130K
|
42.3K
$6.28M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.03K- 19.9% |
$104K - $142K
|
4.13K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.03K- 20.25% |
$105K - $143K
|
4.05K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.09K- 6.69% |
$110K - $151K
|
15.2K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.21K- 31.62% |
$123K - $168K
|
2.62K
$389K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.32K- 8.84% |
$134K - $184K
|
13.6K
$2.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.41K- 14.63% |
$144K - $196K
|
8.24K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.21K- 2.08% |
$225K - $308K
|
104K
$15.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.34K- 22.92% |
$238K - $325K
|
7.87K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 9.89% |
$241K - $330K
|
21.6K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.59K- 50.66% |
$264K - $361K
|
2.53K
$375K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.46K- 44.95% |
$352K - $481K
|
4.24K
$629K
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.67K- 16.38% |
$373K - $510K
|
18.7K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.07K- 3.85% |
$516K - $705K
|
127K
$18.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.6K- 12.17% |
$671K - $918K
|
47.6K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.73K- 0.86% |
$685K - $936K
|
777K
$115M
|