Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.34K- 14.46% |
$185K - $202K
|
7.91K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.57K- 5.31% |
$217K - $237K
|
28K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-1.75K- 16.3% |
$241K - $264K
|
8.97K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.46K- 37.05% |
$340K - $373K
|
4.19K
$639K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.47K- 73.64% |
$341K - $373K
|
884
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.52K- 18.56% |
$348K - $381K
|
11.1K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-3.16KClosed |
$437K - $478K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-4.46K- 15.8% |
$615K - $674K
|
23.7K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.81K- 30.68% |
$664K - $728K
|
10.9K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.36K- 4.23% |
$740K - $810K
|
121K
$18.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.7K- 36.08% |
$787K - $862K
|
10.1K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-6.04K- 2.44% |
$834K - $914K
|
241K
$36.8M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-9.28K- 34.97% |
$1.28M - $1.4M
|
17.3K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-9.41K- 82.25% |
$1.3M - $1.42M
|
2.03K
$310K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-9.77K- 50.91% |
$1.35M - $1.48M
|
9.42K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 49.06% |
$1.42M - $1.56M
|
10.7K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-39.7K- 100.0% |
$5.48M - $6.01M
|
1
$153
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-47K- 96.09% |
$6.49M - $7.11M
|
1.91K
$292K
|
|