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 303 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
12,410
shares
|
$1.48 Million
1.17% of portfolio
|
Q4 2024
Added 56.22%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
12,349
shares
|
$1.47 Million
0.76% of portfolio
|
Q1 2024
Added 52.49%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
12,142
shares
|
$1.44 Million
0.51% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,100
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
11,835
shares
|
$1.41 Million
1.67% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,804
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 71.54%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
11,622
shares
|
$1.38 Million
1.04% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,690
shares
|
$1.27 Million
0.02% of portfolio
|
Q4 2024
Added 109.36%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
10,483
shares
|
$1.25 Million
1.06% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
9,847
shares
|
$1.17 Million
1.16% of portfolio
|
Q4 2024
Reduced 51.74%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
9,798
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
9,709
shares
|
$1.15 Million
0.32% of portfolio
|
Q4 2024
Reduced 40.07%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
9,668
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
9,496
shares
|
$1.13 Million
0.17% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
9,449
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
9,120
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
8,628
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,600
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
8,533
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
8,482
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Added 26.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,296
shares
|
$986,809
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,245
shares
|
$980,742
0.03% of portfolio
|
Q1 2018
Reduced 86.22%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
8,120
shares
|
$965,874
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,953
shares
|
$946,009
0.0% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
7,900
shares
|
$939,705
0.03% of portfolio
|
Q4 2024
New holding
|