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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 49.06% |
$1.42M - $1.56M
|
10.7K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
931+ 59.15% |
$129K - $141K
|
2.51K
$383K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
435+ 109.57% |
$60.1K - $65.8K
|
832
$127K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-364- 7.58% |
$50.3K - $55K
|
4.44K
$677K
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-6.04K- 2.44% |
$834K - $914K
|
241K
$36.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.3KNew |
$1.84M - $2.02M
|
13.3K
$2.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7+ 350.0% |
$967 - $1.06K
|
9
$1.37K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.1K+ 66.63% |
$6.08M - $6.66M
|
110K
$16.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.62K+ 192.61% |
$914K - $1M
|
10.1K
$1.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
866+ 20.8% |
$120K - $131K
|
5.03K
$768K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-74- 1.73% |
$10.2K - $11.2K
|
4.19K
$640K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
10New |
$1.38K - $1.51K
|
10
$1.53K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
30New |
$4.14K - $4.54K
|
30
$4.58K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.4K+ 90.9% |
$4.89M - $5.35M
|
74.3K
$11.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
74+ 4.76% |
$10.2K - $11.2K
|
1.63K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.8K+ 34.9% |
$1.08M - $1.18M
|
30.2K
$4.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
40+ 2.69% |
$5.52K - $6.05K
|
1.53K
$233K
|
|
|
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 03, 2025
Q3 2025
|
Pecaut & Co.
|
BUY
|
- |
23.4K+ 90.83% |
$3.24M - $3.54M
|
49.3K
$7.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
969+ 29.64% |
$134K - $147K
|
4.24K
$647K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.42K+ 19.44% |
$333K - $365K
|
14.8K
$2.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
832+ 13.48% |
$115K - $126K
|
7K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
496+ 67.12% |
$68.5K - $75K
|
1.24K
$189K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.08K+ 31.27% |
$149K - $163K
|
4.53K
$691K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
944+ 11.45% |
$130K - $143K
|
9.19K
$1.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8New |
$1.1K - $1.21K
|
8
$1.22K
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
548+ 4.56% |
$75.7K - $82.9K
|
12.6K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
465New |
$64.2K - $70.3K
|
465
$71K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21+ 0.14% |
$2.9K - $3.18K
|
14.7K
$2.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.08K+ 143.39% |
$840K - $919K
|
10.3K
$1.58M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.82K+ 20.66% |
$942K - $1.03M
|
39.8K
$6.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
51.7KNew |
$7.14M - $7.82M
|
51.7K
$7.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
458+ 1.08% |
$63.2K - $69.2K
|
42.8K
$6.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
571+ 2.68% |
$78.8K - $86.3K
|
21.9K
$3.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.41KNew |
$195K - $213K
|
1.41K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-105- 2.2% |
$14.5K - $15.9K
|
4.66K
$712K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.08KNew |
$149K - $163K
|
1.08K
$165K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 36.39% |
$165K - $181K
|
2.09K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
102KNew |
$14M - $15.3M
|
102K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.22KNew |
$307K - $336K
|
2.22K
$339K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
158+ 0.08% |
$21.8K - $23.9K
|
197K
$30.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.04MNew |
$143M - $157M
|
1.04M
$158M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.35K+ 146.56% |
$324K - $355K
|
3.95K
$602K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
99New |
$13.7K - $15K
|
99
$15.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
29+ 1.93% |
$4K - $4.38K
|
1.53K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Sky Mountain Capital Management, Inc.
Ketchum, ID |
BUY
|
- |
36.3KNew |
$5.01M - $5.49M
|
36.3K
$5.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
227+ 1194.74% |
$31.3K - $34.3K
|
246
$37.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.15K- 7.59% |
$159K - $174K
|
14K
$2.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
183+ 1.21% |
$25.3K - $27.7K
|
15.3K
$2.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.36KNew |
$187K - $205K
|
1.36K
$207K
|
|