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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1.89K- 9.69% |
$226K - $242K
|
17.6K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
296+ 8.37% |
$35.3K - $37.8K
|
3.83K
$469K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.49% |
$134K - $144K
|
228K
$27.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.77K+ 23.05% |
$211K - $226K
|
9.45K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
318+ 2.52% |
$38K - $40.6K
|
12.9K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
73+ 5.36% |
$8.71K - $9.33K
|
1.44K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
333+ 15.66% |
$39.7K - $42.6K
|
2.46K
$301K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1New |
$119 - $128
|
1
$122
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
209+ 5.06% |
$24.9K - $26.7K
|
4.34K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-80- 4.3% |
$9.55K - $10.2K
|
1.78K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
196+ 5.29% |
$23.4K - $25K
|
3.9K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
125+ 11.92% |
$14.9K - $16K
|
1.17K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 16.26% |
$2.39K - $2.56K
|
143
$17.5K
|
|
|
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
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
391+ 501.28% |
$46.7K - $50K
|
469
$57.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.6KNew |
$2.58M - $2.76M
|
21.6K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 6.26% |
$410K - $439K
|
58.3K
$7.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
985+ 36.08% |
$118K - $126K
|
3.72K
$454K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
8New |
$955 - $1.02K
|
8
$978
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 785.65% |
$2.58M - $2.76M
|
24.4K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
884+ 44200.0% |
$105K - $113K
|
886
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.39K+ 50.28% |
$644K - $689K
|
16.1K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-40.1K- 4.99% |
$4.78M - $5.12M
|
763K
$93.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
69+ 1.84% |
$8.23K - $8.82K
|
3.81K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4K+ 14.61% |
$477K - $510K
|
31.3K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.1M- 98.65% |
$847M - $907M
|
97K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
270KNew |
$32.2M - $34.5M
|
270K
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
509+ 9.77% |
$60.7K - $65K
|
5.72K
$699K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 2000.0% |
$59.7K - $63.9K
|
525
$64.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$253K - $271K
|
2.12K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-6- 17.14% |
$716 - $767
|
29
$3.55K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
86+ 57.33% |
$10.3K - $11K
|
236
$28.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.73K- 9.31% |
$206K - $221K
|
16.8K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
971+ 15.11% |
$116K - $124K
|
7.4K
$905K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.98K+ 121.14% |
$1.07M - $1.15M
|
16.4K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2New |
$239 - $256
|
2
$245
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
498+ 23.74% |
$59.4K - $63.6K
|
2.6K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.62K- 77.49% |
$790K - $846K
|
1.92K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
258+ 6.38% |
$30.8K - $33K
|
4.3K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
250New |
$29.8K - $31.9K
|
250
$30.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
285+ 2.47% |
$34K - $36.4K
|
11.8K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 76.87% |
$1.22M - $1.31M
|
23.5K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
271+ 2.65% |
$32.3K - $34.6K
|
10.5K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 16.23% |
$404K - $432K
|
24.2K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
150K+ 424.84% |
$17.9M - $19.2M
|
185K
$22.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
531New |
$63.4K - $67.9K
|
531
$64.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 7.34% |
$157K - $168K
|
19.2K
$2.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
207New |
$24.7K - $26.5K
|
207
$25.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
119+ 0.63% |
$14.2K - $15.2K
|
19K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19K+ 64.86% |
$2.27M - $2.43M
|
48.4K
$5.92M
|