Purchases and Sales Made in Q4 2024 in First Tr Nasdaq Clean Edge Sma (GRID)

GRID Quotes by TradingView

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
Feb 07, 2025 Q4 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
196
+ 5.29%
$23.4K - $25K
3.9K $477K
Feb 11, 2025 Q4 2024
Northwestern Mutual Wealth Management CO

BUY
 -
184
+ 112.88%
$22K - $23.5K
347 $42.4K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
160
New
$19.1K - $20.4K
160 $19.6K
Feb 11, 2025 Q4 2024
Simplex Trading, LLC

BUY
 -
150
New
$17.9K - $19.2K
150 $18.3K
Feb 07, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
141
+ 0.13%
$16.8K - $18K
108K $13.2M
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
125
+ 11.92%
$14.9K - $16K
1.17K $144K
Feb 13, 2025 Q4 2024
Hanlon Investment Management, Inc.

BUY
 -
122
+ 2.9%
$14.6K - $15.6K
4.32K $529K
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
119
+ 0.63%
$14.2K - $15.2K
19K $2.32M
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
117
New
$14K - $15K
117 $14.3K
Jan 10, 2025 Q4 2024
Hbw Advisory Services LLC

BUY
 -
106
+ 1.13%
$12.7K - $13.5K
9.5K $1.16M
Feb 13, 2025 Q4 2024
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
86
+ 2.11%
$10.3K - $11K
4.15K $508K
Feb 05, 2025 Q4 2024
Us Bancorp \De\

BUY
 -
86
+ 57.33%
$10.3K - $11K
236 $28.9K
Jan 23, 2025 Q4 2024
Crews Bank & Trust

Port Charlotte, FL
BUY
 -
80
New
$9.55K - $10.2K
80 $9.78K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
75
+ 4.18%
$8.95K - $9.58K
1.87K $229K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
73
+ 5.36%
$8.71K - $9.33K
1.44K $175K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
70
+ 0.73%
$8.35K - $8.94K
9.67K $1.18M
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
69
+ 1.84%
$8.23K - $8.82K
3.81K $466K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
68
+ 3.79%
$8.12K - $8.69K
1.86K $227K
Jan 10, 2025 Q4 2024
Hilltop National Bank

Casper, WY
BUY
 -
64
+ 50.0%
$7.64K - $8.18K
192 $23.5K
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
64
+ 1.16%
$7.64K - $8.18K
5.6K $685K
Jan 31, 2025 Q4 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
61
+ 1.2%
$7.28K - $7.79K
5.14K $628K
Feb 13, 2025 Q4 2024
Mariner, LLC

Overland Park, KS
BUY
 -
61
+ 0.71%
$7.28K - $7.79K
8.6K $1.05M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
61
New
$7.28K - $7.79K
61 $7.46K
Feb 13, 2025 Q4 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
55
+ 11.93%
$6.56K - $7.03K
516 $63.1K
Jan 29, 2025 Q4 2024
Manchester Financial Inc

BUY
 -
54
+ 0.13%
$6.44K - $6.9K
43.1K $5.27M
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
47
+ 0.39%
$5.61K - $6.01K
12.1K $1.48M
Jan 30, 2025 Q4 2024
Meixler Investment Management, Ltd.

Show Low, AZ
BUY
 -
40
+ 1.22%
$4.77K - $5.11K
3.32K $406K
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
40
+ 9.8%
$4.77K - $5.11K
448 $54.8K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
23
New
$2.74K - $2.94K
23 $2.81K
Feb 07, 2025 Q4 2024
Larson Financial Group LLC

BUY
 -
20
+ 16.26%
$2.39K - $2.56K
143 $17.5K
Jan 23, 2025 Q4 2024
Great Diamond Partners, LLC

BUY
 -
18
+ 0.95%
$2.15K - $2.3K
1.92K $235K
Jan 16, 2025 Q4 2024
Cambridge Advisors Inc.

BUY
 -
15
+ 0.87%
$1.79K - $1.92K
1.75K $214K
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
10
+ 0.29%
$1.19K - $1.28K
3.44K $420K
Feb 07, 2025 Q4 2024
Hollencrest Capital Management

BUY
 -
8
New
$955 - $1.02K
8 $978
Feb 12, 2025 Q4 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
8
+ 0.05%
$955 - $1.02K
14.6K $1.78M
Feb 14, 2025 Q4 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
7
+ 0.14%
$835 - $894
5.04K $616K
Jan 29, 2025 Q4 2024
Principle Wealth Partners LLC

BUY
 -
3
+ 0.12%
$358 - $383
2.56K $312K
Jan 24, 2025 Q4 2024
Princeton Global Asset Management LLC

BUY
 -
3
+ 0.09%
$358 - $383
3.17K $387K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
2
New
$239 - $256
2 $245
Feb 13, 2025 Q4 2024
Main Management LLC

San Francisco, CA
BUY
 -
1
+ 0.21%
$119 - $128
483 $59.1K
Feb 10, 2025 Q4 2024
Img Wealth Management, Inc.

Jacksonville, FL
BUY
 -
1
New
$119 - $128
1 $122
Jan 16, 2025 Q4 2024
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
1
+ 1.61%
$119 - $128
63 $7.7K
Jan 28, 2025 Q4 2024
Archer Investment Corp

SELL
 -
-4
- 5.8%
$477 - $511
65 $7.95K
Feb 05, 2025 Q4 2024
Richard W. Paul & Associates, LLC

Novi, MI
SELL
 -
-6
- 17.14%
$716 - $767
29 $3.55K
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-7
- 0.39%
$835 - $894
1.8K $220K
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-18
- 1.06%
$2.15K - $2.3K
1.68K $205K
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

SELL
 -
-44
- 0.9%
$5.25K - $5.62K
4.87K $595K
Jan 15, 2025 Q4 2024
Kraematon Investment Advisors, Inc

SELL
 -
-60
- 0.45%
$7.16K - $7.67K
13.4K $1.64M
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

SELL
 -
-76
- 1.55%
$9.07K - $9.71K
4.84K $592K

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