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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,379
shares
|
$401,932
0.03% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Jan 30, 2025 Q4 2024 |
3,320
shares
|
$394,914
0.3% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
3,311
shares
|
$393,843
0.0% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
3,293
shares
|
$391,702
0.0% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
3,170
shares
|
$377,071
0.16% of portfolio
|
Q2 2022
Reduced 36.22%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
3,165
shares
|
$376,476
0.07% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
3,122
shares
|
$371,361
0.03% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
3,098
shares
|
$368,507
0.29% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
3,079
shares
|
$366,247
0.04% of portfolio
|
Q4 2024
Added 40.72%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
3,072
shares
|
$365,414
0.18% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,051
shares
|
$362,916
0.01% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$356,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,985
shares
|
$355,065
0.09% of portfolio
|
Q4 2024
Added 45.97%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
2,961
shares
|
$352,210
0.0% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Presidio Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,960
shares
|
$352,092
0.18% of portfolio
|
Q4 2024
Added 28.14%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,947
shares
|
$350,545
0.1% of portfolio
|
Q4 2024
Added 30.05%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
2,914
shares
|
$346,620
0.14% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
2,837
shares
|
$337,461
0.09% of portfolio
|
Q4 2024
Added 32.94%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
2,681
shares
|
$318,904
0.3% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,604
shares
|
$309,745
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,596
shares
|
$308,794
0.07% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,577
shares
|
$306,534
0.22% of portfolio
|
Q4 2024
Added 127.45%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,577
shares
|
$306,534
0.22% of portfolio
|
Q4 2024
Added 127.45%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,569
shares
|
$305,582
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,555
shares
|
$303,917
0.02% of portfolio
|
Q4 2024
Added 0.12%
|