Latest Institutional Transactions on First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information on the latest institutional transactions involving First Tr Nasdaq Clean Edge Sma (GRID) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.8K+ 303.58% |
$882K - $997K
|
10.4K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.66KNew |
$413K - $467K
|
3.66K
$411K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.6K+ 37.6% |
$1.31M - $1.48M
|
42.3K
$4.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
17.7K+ 5.39% |
$2M - $2.26M
|
345K
$38.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.47K+ 244.96% |
$619K - $699K
|
7.7K
$866K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
3.18KNew |
$360K - $407K
|
3.18K
$358K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
978+ 29.54% |
$111K - $125K
|
4.29K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
11.6K+ 99.84% |
$1.31M - $1.48M
|
23.2K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.45K+ 19.68% |
$503K - $568K
|
27K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.46K- 28.49% |
$278K - $314K
|
6.17K
$694K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-646- 2.02% |
$73.1K - $82.6K
|
31.4K
$3.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.1K+ 264.3% |
$2.73M - $3.08M
|
33.2K
$3.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
400+ 41.03% |
$45.3K - $51.1K
|
1.38K
$155K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
5.44KNew |
$616K - $696K
|
5.44K
$612K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
765+ 19.07% |
$86.5K - $97.8K
|
4.78K
$537K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-333- 2.48% |
$37.7K - $42.6K
|
13.1K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
273+ 30.81% |
$30.9K - $34.9K
|
1.16K
$130K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 91.28% |
$179K - $202K
|
3.31K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.56KNew |
$290K - $327K
|
2.56K
$288K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.2K+ 1005.41% |
$2.96M - $3.35M
|
28.8K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
318+ 11.21% |
$36K - $40.6K
|
3.16K
$355K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2+ 0.1% |
$226 - $256
|
2.06K
$231K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.37KNew |
$268K - $303K
|
2.37K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $128
|
3.17K
$356K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.81K- 44.27% |
$658K - $743K
|
7.32K
$823K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-5.09K- 23.63% |
$576K - $651K
|
16.5K
$1.85M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.57K+ 1.64% |
$404K - $457K
|
222K
$25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.52K+ 117433.33% |
$399K - $450K
|
3.53K
$396K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.62K+ 33.56% |
$184K - $208K
|
6.46K
$727K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
632+ 6.66% |
$71.5K - $80.8K
|
10.1K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-359- 16.85% |
$40.6K - $45.9K
|
1.77K
$199K
|
|
|
Apr 09, 2025
Q1 2025
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-125- 3.45% |
$14.1K - $16K
|
3.5K
$394K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.17K+ 25.62% |
$246K - $278K
|
10.7K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.3KNew |
$2.29M - $2.59M
|
20.3K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
90.1K+ 3043.41% |
$10.2M - $11.5M
|
93K
$10.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-735- 51.22% |
$83.2K - $93.9K
|
700
$78.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
390+ 18.44% |
$44.1K - $49.8K
|
2.51K
$282K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$243K - $261K
|
2.04K
$229K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2+ 1.2% |
$239 - $256
|
168
$18.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
657New |
$78.4K - $84K
|
657
$73.9K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-3- 0.26% |
$358 - $383
|
1.17K
$132K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.13% |
$2.86K - $3.07K
|
17.8K
$2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
212New |
$25.3K - $27.1K
|
212
$23.8K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
39+ 0.78% |
$4.65K - $4.98K
|
5.03K
$566K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.72K- 32.64% |
$325K - $348K
|
5.62K
$632K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.34K- 17.69% |
$399K - $427K
|
15.5K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-469- 3.13% |
$56K - $59.9K
|
14.5K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7+ 0.14% |
$835 - $894
|
5.04K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.1K+ 15.88% |
$6.1M - $6.53M
|
373K
$41.9M
|
|