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 |
|---|---|---|---|---|---|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,604
shares
|
$713,501
0.19% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
5,313
shares
|
$676,451
0.17% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,254
shares
|
$668,939
0.33% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
5,210
shares
|
$663,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$650,095
0.01% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
5,079
shares
|
$646,658
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,033
shares
|
$640,801
0.03% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,994
shares
|
$635,836
0.15% of portfolio
|
Q3 2024
Added 22.43%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
4,939
shares
|
$628,833
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
4,915
shares
|
$625,777
0.16% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
4,870
shares
|
$620,048
0.13% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
4,378
shares
|
$557,406
0.06% of portfolio
|
Q4 2024
Added 151.18%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$552,186
0.16% of portfolio
|
Q1 2023
Added 34.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,302
shares
|
$547,730
0.03% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,252
shares
|
$541,364
0.02% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
4,202
shares
|
$534,998
0.15% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,192
shares
|
$533,725
0.02% of portfolio
|
Q4 2024
Added 36.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
4,131
shares
|
$525,958
0.0% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
4,068
shares
|
$517,937
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,043
shares
|
$514,754
0.0% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,024
shares
|
$512,335
0.04% of portfolio
|
Q3 2024
Reduced 28.51%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,011
shares
|
$510,680
0.17% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
3,918
shares
|
$498,839
0.01% of portfolio
|
Q2 2024
Added 15.54%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,910
shares
|
$497,821
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$491,709
0.0% of portfolio
|
Q3 2024
New holding
|