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 281 institutions that hold shares in the stock, with a total of 8.56 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
69,580
shares
|
$8.86 Million
0.95% of portfolio
|
Q3 2024
Added 81.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
62,723
shares
|
$7.99 Million
0.02% of portfolio
|
Q3 2024
Added 13.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,133
shares
|
$7.78 Million
0.01% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
57,387
shares
|
$7.31 Million
0.02% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
54,909
shares
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
54,130
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,838
shares
|
$6.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
49,049
shares
|
$6.24 Million
0.02% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Dudley & Shanley, Inc.
|
Jan 03, 2025 Q4 2024 |
46,900
shares
|
$5.97 Million
0.91% of portfolio
|
Q4 2023
Reduced 27.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
45,874
shares
|
$5.84 Million
0.0% of portfolio
|
Q3 2024
Added 43.36%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
43,019
shares
|
$5.48 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
42,734
shares
|
$5.44 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
38,371
shares
|
$4.89 Million
4.42% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
35,291
shares
|
$4.49 Million
2.6% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
35,288
shares
|
$4.49 Million
0.08% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
33,817
shares
|
$4.31 Million
0.47% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
33,112
shares
|
$4.22 Million
1.76% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
30,946
shares
|
$3.94 Million
2.37% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
30,727
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 113.96%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
29,365
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Added 227.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
28,798
shares
|
$3.67 Million
0.09% of portfolio
|
Q4 2024
Added 167.37%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
28,768
shares
|
$3.66 Million
0.52% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
27,342
shares
|
$3.48 Million
0.82% of portfolio
|
Q3 2024
Reduced 35.93%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
24,203
shares
|
$3.08 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
24,022
shares
|
$3.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 6.73%
|