Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
852+ 23.27% |
$127K - $135K
|
4.51K
$689K
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
783+ 2.42% |
$117K - $124K
|
33.1K
$5.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
588+ 15.61% |
$87.9K - $93.4K
|
4.36K
$665K
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
443+ 3.16% |
$66.2K - $70.4K
|
14.5K
$2.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
407+ 11.02% |
$60.9K - $64.7K
|
4.1K
$626K
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
370+ 14.77% |
$55.3K - $58.8K
|
2.88K
$439K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
345New |
$51.6K - $54.8K
|
345
$52.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
329+ 4.85% |
$49.2K - $52.3K
|
7.11K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
326+ 2.84% |
$48.7K - $51.8K
|
11.8K
$1.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
275+ 7.63% |
$41.1K - $43.7K
|
3.88K
$593K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
269+ 6.42% |
$40.2K - $42.7K
|
4.46K
$680K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
221+ 1.94% |
$33K - $35.1K
|
11.6K
$1.77M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
206+ 2.42% |
$30.8K - $32.7K
|
8.73K
$1.33M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
167+ 4.16% |
$25K - $26.5K
|
4.18K
$638K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
163+ 2.46% |
$24.4K - $25.9K
|
6.78K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
161New |
$24.1K - $25.6K
|
161
$24.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
104New |
$15.6K - $16.5K
|
104
$15.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
87+ 3.92% |
$13K - $13.8K
|
2.31K
$352K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
81+ 1.94% |
$12.1K - $12.9K
|
4.27K
$651K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
77+ 1.39% |
$11.5K - $12.2K
|
5.62K
$859K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
71+ 6.09% |
$10.6K - $11.3K
|
1.24K
$189K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
65+ 4.38% |
$9.72K - $10.3K
|
1.55K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
64+ 160.0% |
$9.57K - $10.2K
|
104
$15.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
61New |
$9.12K - $9.69K
|
61
$9.32K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
42+ 1.57% |
$6.28K - $6.67K
|
2.73K
$416K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31New |
$4.64K - $4.93K
|
31
$4.73K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
29New |
$4.34K - $4.61K
|
29
$4.43K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
25New |
$3.74K - $3.97K
|
25
$3.82K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
10New |
$1.5K - $1.59K
|
10
$1.53K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 1.32% |
$299 - $318
|
153
$23.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.19% |
$299 - $318
|
1.08K
$165K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$299 - $318
|
3.18K
$485K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.27% |
$150 - $159
|
375
$57.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-98- 0.04% |
$14.7K - $15.6K
|
232K
$35.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-150- 9.43% |
$22.4K - $23.8K
|
1.44K
$220K
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-320- 18.08% |
$47.8K - $50.9K
|
1.45K
$221K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-425- 10.38% |
$63.5K - $67.5K
|
3.67K
$560K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-505- 5.36% |
$75.5K - $80.2K
|
8.92K
$1.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-507- 3.32% |
$75.8K - $80.6K
|
14.8K
$2.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-799- 35.07% |
$119K - $127K
|
1.48K
$226K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-856- 0.89% |
$128K - $136K
|
94.9K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.32K- 22.79% |
$197K - $209K
|
4.46K
$681K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.93K- 18.89% |
$288K - $306K
|
8.27K
$1.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2K- 40.18% |
$299K - $318K
|
2.98K
$455K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.44K- 33.33% |
$514K - $547K
|
6.88K
$1.05M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-7.76K- 68.33% |
$1.16M - $1.23M
|
3.6K
$549K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14K- 87.91% |
$2.09M - $2.22M
|
1.92K
$294K
|
|