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 |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,787
shares
|
$482,160
0.18% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,779
shares
|
$481,142
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
3,744
shares
|
$476,686
0.01% of portfolio
|
Q3 2024
Reduced 45.64%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
3,707
shares
|
$471,975
0.26% of portfolio
|
Q3 2024
Added 32.16%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
3,661
shares
|
$466,118
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,627
shares
|
$461,789
0.08% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,576
shares
|
$455,296
0.02% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,536
shares
|
$450,203
0.21% of portfolio
|
Q3 2024
Reduced 23.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,516
shares
|
$447,657
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
3,483
shares
|
$443,455
0.0% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
3,436
shares
|
$437,471
0.2% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
3,367
shares
|
$428,686
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
3,293
shares
|
$419,264
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
3,280
shares
|
$417,609
0.31% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,277
shares
|
$417,227
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$403,604
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,166
shares
|
$403,095
0.03% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,165
shares
|
$402,967
0.07% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$397,493
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,083
shares
|
$392,527
0.01% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
3,079
shares
|
$392,018
0.04% of portfolio
|
Q4 2024
Added 40.72%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
3,072
shares
|
$391,127
0.18% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,985
shares
|
$380,050
0.09% of portfolio
|
Q4 2024
Added 45.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,840
shares
|
$361,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,837
shares
|
$361,206
0.09% of portfolio
|
Q4 2024
Added 32.94%
|