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 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.11K- 37.66% |
$723K - $989K
|
11.8K
$1.75M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.21K- 31.66% |
$733K - $1M
|
15.6K
$2.31M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.72K- 10.13% |
$785K - $1.07M
|
68.5K
$10.2M
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-8.24K- 26.24% |
$838K - $1.14M
|
23.2K
$3.43M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 83.62% |
$1.16M - $1.59M
|
2.24K
$333K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-13.9K- 41.98% |
$1.42M - $1.94M
|
19.3K
$2.86M
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-35.1K- 75.14% |
$3.57M - $4.89M
|
11.6K
$1.72M
|
|
Aug 14, 2025
Q2 2025
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-52K- 63.41% |
$5.29M - $7.23M
|
30K
$4.45M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-168K- 87.4% |
$17.1M - $23.3M
|
24.2K
$3.58M
|