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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
14,577
shares
|
$1.86 Million
0.89% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
14,259
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
14,242
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
13,402
shares
|
$1.71 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
13,349
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,293
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
13,131
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,949
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
12,797
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2023
Reduced 8.48%
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
12,607
shares
|
$1.61 Million
1.81% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,525
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,349
shares
|
$1.57 Million
0.76% of portfolio
|
Q1 2024
Added 52.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,053
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
11,622
shares
|
$1.48 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
11,550
shares
|
$1.47 Million
1.89% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,728
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Added 118.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
10,281
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 38.45%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
10,212
shares
|
$1.3 Million
0.98% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,598
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,515
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
9,496
shares
|
$1.21 Million
0.17% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kepos Capital LP
New York, NY |
Nov 12, 2024 Q3 2024 |
9,170
shares
|
$1.17 Million
0.51% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
9,120
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
9,054
shares
|
$1.15 Million
0.45% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
8,628
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 3.63%
|