Institutional Ownership First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID). We have compiled data on the 299 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,319,498
shares
|
$161 Million
0.01% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
841,218
shares
|
$103 Million
0.01% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
762,516
shares
|
$93.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
673,232
shares
|
$82.3 Million
0.03% of portfolio
|
Q4 2024
Added 30.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
392,666
shares
|
$48 Million
0.01% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
372,684
shares
|
$45.6 Million
0.01% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
327,732
shares
|
$40.1 Million
4.5% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
269,923
shares
|
$33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
228,460
shares
|
$27.9 Million
11.54% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
220,594
shares
|
$27 Million
0.01% of portfolio
|
Q4 2024
Added 53.41%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
218,403
shares
|
$26.7 Million
6.1% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
185,207
shares
|
$22.6 Million
0.39% of portfolio
|
Q4 2024
Added 424.84%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
167,916
shares
|
$20.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 97.96%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
164,179
shares
|
$20.1 Million
0.03% of portfolio
|
Q4 2024
Added 41.44%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
144,668
shares
|
$17.7 Million
0.1% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Jan 21, 2025 Q4 2024 |
130,000
shares
|
$15.9 Million
2.55% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
129,135
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
119,612
shares
|
$14.6 Million
0.01% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
114,769
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 150.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
112,434
shares
|
$13.7 Million
0.04% of portfolio
|
Q4 2024
Added 22.01%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
111,625
shares
|
$13.6 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
110,723
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 49.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
107,745
shares
|
$13.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
97,014
shares
|
$11.9 Million
0.97% of portfolio
|
Q4 2024
Reduced 98.65%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
92,142
shares
|
$11.3 Million
1.74% of portfolio
|
Q4 2024
Added 22.43%
|