Purchases and Sales Made in Q3 2025 in First Tr Nasdaq Clean Edge Sma (GRID)
This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR NASDAQ CLEAN EDGE SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.77K+ 15.26% |
$1.21M - $1.33M
|
66.3K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.26K+ 21.03% |
$1.14M - $1.25M
|
47.6K
$7.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.25K+ 9.55% |
$1.14M - $1.25M
|
94.6K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
8.19K+ 37.91% |
$1.13M - $1.24M
|
29.8K
$4.55M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
8.14K+ 65.45% |
$1.12M - $1.23M
|
20.6K
$3.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
7.8K+ 34.9% |
$1.08M - $1.18M
|
30.2K
$4.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.75K+ 86.05% |
$1.07M - $1.17M
|
16.8K
$2.56M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
6.82K+ 20.66% |
$942K - $1.03M
|
39.8K
$6.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.68K+ 38.83% |
$922K - $1.01M
|
23.9K
$3.65M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.62K+ 192.61% |
$914K - $1M
|
10.1K
$1.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.28K+ 13.19% |
$867K - $950K
|
53.9K
$8.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.08K+ 143.39% |
$840K - $919K
|
10.3K
$1.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.36K+ 4.33% |
$740K - $810K
|
129K
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.22KNew |
$721K - $790K
|
5.22K
$798K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.16K+ 41.37% |
$713K - $780K
|
17.6K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.09K+ 51.33% |
$703K - $770K
|
15K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5.04K+ 25.33% |
$696K - $762K
|
24.9K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
4.82K+ 96.67% |
$666K - $729K
|
9.81K
$1.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.44K+ 1.28% |
$613K - $671K
|
351K
$53.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.21K+ 229.08% |
$581K - $636K
|
6.04K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16K+ 517.43% |
$574K - $628K
|
4.96K
$757K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.11KNew |
$568K - $621K
|
4.11K
$628K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
4.09KNew |
$565K - $618K
|
4.09K
$624K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.77KNew |
$520K - $570K
|
3.77K
$575K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3.66KNew |
$506K - $554K
|
3.66K
$559K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.63KNew |
$501K - $549K
|
3.63K
$554K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.55KNew |
$490K - $537K
|
3.55K
$542K
|
|
|
Nov 14, 2025
Q3 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
3.5K+ 24.05% |
$483K - $529K
|
18.1K
$2.76M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.38K+ 28.73% |
$467K - $512K
|
15.2K
$2.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.38KNew |
$466K - $510K
|
3.38K
$516K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
3.29KNew |
$454K - $497K
|
3.29K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.27KNew |
$452K - $495K
|
3.27K
$500K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.2K+ 116.83% |
$442K - $484K
|
5.94K
$907K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.12K+ 24.81% |
$431K - $472K
|
15.7K
$2.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.06KNew |
$423K - $463K
|
3.06K
$467K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.92K+ 18.75% |
$403K - $441K
|
18.5K
$2.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.91KNew |
$402K - $440K
|
2.91K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.8KNew |
$387K - $424K
|
2.8K
$428K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.74K+ 6.5% |
$378K - $414K
|
44.9K
$6.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.72K+ 9.16% |
$375K - $411K
|
32.3K
$4.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.7KNew |
$373K - $409K
|
2.7K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.66KNew |
$367K - $402K
|
2.66K
$406K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.49KNew |
$344K - $377K
|
2.49K
$381K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 1.06% |
$336K - $368K
|
232K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.43KNew |
$336K - $368K
|
2.43K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.42K+ 19.44% |
$333K - $365K
|
14.8K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41K+ 95.13% |
$332K - $364K
|
4.93K
$753K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.4K+ 45.68% |
$331K - $363K
|
7.65K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.35K+ 146.56% |
$324K - $355K
|
3.95K
$602K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.32K+ 77.23% |
$320K - $350K
|
5.32K
$812K
|
|