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 411 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,458
shares
|
$375,361
0.02% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
2,433
shares
|
$371,543
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,400
shares
|
$366,504
0.17% of portfolio
|
Q2 2024
Added 32.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
2,327
shares
|
$355,356
0.0% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Jan 14, 2026 Q4 2025 |
2,307
shares
|
$352,301
0.07% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,304
shares
|
$351,843
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,298
shares
|
$350,927
0.03% of portfolio
|
Q3 2025
Added 56.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,278
shares
|
$347,873
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,218
shares
|
$338,710
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,190
shares
|
$334,434
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,188
shares
|
$334,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
2,169
shares
|
$331,227
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,159
shares
|
$329,700
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
2,114
shares
|
$322,828
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
2,092
shares
|
$319,469
0.0% of portfolio
|
Q3 2025
Reduced 36.39%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,088
shares
|
$318,858
0.09% of portfolio
|
Q3 2025
Reduced 18.66%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,081
shares
|
$317,789
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
2,081
shares
|
$317,789
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,076
shares
|
$317,025
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
2,041
shares
|
$311,681
0.33% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,031
shares
|
$310,154
0.09% of portfolio
|
Q3 2025
Reduced 82.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,028
shares
|
$309,695
0.0% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,022
shares
|
$308,779
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,015
shares
|
$307,710
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
1,992
shares
|
$304,198
0.03% of portfolio
|
Q3 2025
Added 2.47%
|
|