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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
106+ 1.13% |
$12.7K - $13.5K
|
9.5K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$11.9K - $12.8K
|
100
$12.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.55K - $10.2K
|
80
$9.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
64+ 1.16% |
$7.64K - $8.18K
|
5.6K
$681K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
64+ 50.0% |
$7.64K - $8.18K
|
192
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
54+ 0.13% |
$6.44K - $6.9K
|
43.1K
$5.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
40+ 9.8% |
$4.77K - $5.11K
|
448
$54.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
40+ 1.22% |
$4.77K - $5.11K
|
3.32K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
18+ 0.95% |
$2.15K - $2.3K
|
1.92K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
15+ 0.87% |
$1.79K - $1.92K
|
1.75K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10+ 0.29% |
$1.19K - $1.28K
|
3.44K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3+ 0.12% |
$358 - $383
|
2.56K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.09% |
$358 - $383
|
3.17K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1+ 1.61% |
$119 - $128
|
63
$7.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-4- 5.8% |
$477 - $511
|
65
$7.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-18- 1.06% |
$2.15K - $2.3K
|
1.68K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-44- 0.9% |
$5.25K - $5.62K
|
4.87K
$592K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-60- 0.45% |
$7.16K - $7.67K
|
13.4K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-82- 2.6% |
$9.79K - $10.5K
|
3.07K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 8.06% |
$11.6K - $12.4K
|
1.11K
$134K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-142- 0.33% |
$16.9K - $18.1K
|
42.7K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-168- 70.29% |
$20K - $21.5K
|
71
$8.63K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-179- 2.11% |
$21.4K - $22.9K
|
8.3K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-253- 5.55% |
$30.2K - $32.3K
|
4.3K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-291- 2.04% |
$34.7K - $37.2K
|
14K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-302- 7.0% |
$36K - $38.6K
|
4.01K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-563- 15.38% |
$67.2K - $71.9K
|
3.1K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-590- 20.21% |
$70.4K - $75.4K
|
2.33K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-775- 6.25% |
$92.5K - $99K
|
11.6K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.05K- 32.98% |
$125K - $134K
|
2.13K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.08K- 3.25% |
$128K - $137K
|
32K
$3.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.7K- 11.13% |
$322K - $345K
|
21.6K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.89K- 62.15% |
$345K - $369K
|
1.76K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-3.32K- 12.44% |
$396K - $424K
|
23.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.84K- 99.92% |
$458K - $490K
|
3
$365
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-10.6K- 51.74% |
$1.26M - $1.35M
|
9.85K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-164K- 97.96% |
$19.6M - $21M
|
3.42K
$416K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-499K- 98.71% |
$59.6M - $63.8M
|
6.53K
$794K
|