First Tr Nasdaq Clean Edge Sma GRID
Institutional shares held
16.1 Million
9K
calls
5.9K
puts
Total value of holdings
$2.45B
$1.37M
calls
$900K
puts
# of Institutions
416
We take great care to ensure that the data presented and summarized in this overview for FIRST TR NASDAQ CLEAN EDGE SMA is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding GRID
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Morgan Stanley New York, NY2.26MShares$345 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC1.45MShares$221 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.2MShares$183 Million0.06% of portfolio
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Harel Insurance Investments & Financial Services Ltd.1.04MShares$158 Million1.41% of portfolio
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Ubs Group Ag969KShares$148 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA716KShares$109 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL489KShares$74.6 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN450KShares$68.7 Million0.02% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ351KShares$53.5 Million5.98% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA246KShares$37.6 Million0.71% of portfolio