Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
168KNew |
$20M - $21.5M
|
168K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
53.8K+ 377.68% |
$6.42M - $6.87M
|
68K
$8.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$3.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 22.43% |
$2.01M - $2.16M
|
92.1K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 113.96% |
$1.95M - $2.09M
|
30.7K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.79M - $1.92M
|
15K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.8KNew |
$1.17M - $1.25M
|
9.8K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$1.09M - $1.17M
|
9.12K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.37K+ 2.3% |
$880K - $942K
|
328K
$39.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.47K+ 56.22% |
$533K - $571K
|
12.4K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 2.03% |
$517K - $554K
|
218K
$26.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4KNew |
$478K - $511K
|
4K
$486K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.64K+ 151.18% |
$314K - $337K
|
4.38K
$532K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6KNew |
$311K - $333K
|
2.6K
$317K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$307K - $328K
|
2.57K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.36K+ 66.12% |
$282K - $301K
|
5.93K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26KNew |
$270K - $289K
|
2.26K
$275K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.16K+ 6.39% |
$258K - $276K
|
36K
$4.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.06KNew |
$245K - $263K
|
2.06K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03K+ 18.31% |
$242K - $260K
|
13.1K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.88KNew |
$224K - $240K
|
1.88K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.75K+ 26.01% |
$209K - $224K
|
8.48K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$207K - $221K
|
1.73K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.36K+ 22.46% |
$163K - $174K
|
7.43K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.33K+ 6.28% |
$159K - $170K
|
22.6K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24K+ 5.11% |
$148K - $158K
|
25.4K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.18K+ 5.14% |
$141K - $151K
|
24.1K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 44.1% |
$138K - $148K
|
3.79K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 36.95% |
$135K - $145K
|
4.19K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
940+ 45.97% |
$112K - $120K
|
2.99K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
898+ 4.52% |
$107K - $115K
|
20.8K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
891+ 40.72% |
$106K - $114K
|
3.08K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
875+ 32.4% |
$104K - $112K
|
3.58K
$435K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
823+ 541.45% |
$98.2K - $105K
|
975
$119K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
703+ 32.94% |
$83.9K - $89.8K
|
2.84K
$345K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
693+ 1.84% |
$82.7K - $88.6K
|
38.4K
$4.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
593+ 296.5% |
$70.8K - $75.8K
|
793
$96.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
337New |
$40.2K - $43.1K
|
337
$41K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
302+ 3.63% |
$36K - $38.6K
|
8.63K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
239+ 7.05% |
$28.5K - $30.5K
|
3.63K
$441K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 119.0% |
$28.4K - $30.4K
|
438
$53.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
235+ 6.01% |
$28K - $30K
|
4.15K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
213+ 6.73% |
$25.4K - $27.2K
|
3.38K
$411K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 23.91% |
$25.4K - $27.2K
|
1.1K
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
200New |
$23.9K - $25.6K
|
200
$24.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
160New |
$19.1K - $20.4K
|
160
$19.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
117New |
$14K - $15K
|
117
$14.2K
|