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 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8New |
$1.1K - $1.21K
|
8
$1.22K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7+ 350.0% |
$967 - $1.06K
|
9
$1.37K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6+ 0.15% |
$828 - $907
|
4.05K
$619K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$828 - $907
|
3.95K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4+ 0.83% |
$552 - $605
|
487
$74.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 0.17% |
$414 - $454
|
1.72K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$276 - $302
|
2.57K
$392K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.06% |
$276 - $302
|
3.17K
$485K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 4.17% |
$138 - $151
|
25
$3.82K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.06% |
$138 - $151
|
1.58K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11- 50.0% |
$1.52K - $1.66K
|
11
$1.68K
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-11- 0.37% |
$1.52K - $1.66K
|
2.95K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27- 0.7% |
$3.73K - $4.08K
|
3.81K
$582K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53- 6.13% |
$7.32K - $8.01K
|
812
$124K
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
SELL
|
- |
-71- 0.73% |
$9.8K - $10.7K
|
9.71K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-74- 1.73% |
$10.2K - $11.2K
|
4.19K
$640K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-76- 6.69% |
$10.5K - $11.5K
|
1.06K
$162K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-101- 6.38% |
$13.9K - $15.3K
|
1.48K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-101- 2.56% |
$13.9K - $15.3K
|
3.84K
$586K
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-105- 2.2% |
$14.5K - $15.9K
|
4.66K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-116- 1.34% |
$16K - $17.5K
|
8.52K
$1.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-125- 22.73% |
$17.3K - $18.9K
|
425
$64.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-142- 3.28% |
$19.6K - $21.5K
|
4.18K
$639K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-147- 4.13% |
$20.3K - $22.2K
|
3.41K
$521K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-156- 2.25% |
$21.5K - $23.6K
|
6.78K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-175- 63.64% |
$24.2K - $26.5K
|
100
$15.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-186- 1.36% |
$25.7K - $28.1K
|
13.4K
$2.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-189- 65.63% |
$26.1K - $28.6K
|
99
$15.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-200- 6.72% |
$27.6K - $30.2K
|
2.78K
$424K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-216- 4.98% |
$29.8K - $32.7K
|
4.12K
$629K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-260- 5.97% |
$35.9K - $39.3K
|
4.09K
$625K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-261- 6.5% |
$36K - $39.5K
|
3.75K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-274- 7.54% |
$37.8K - $41.4K
|
3.36K
$513K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-364- 7.58% |
$50.3K - $55K
|
4.44K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-367- 7.06% |
$50.7K - $55.5K
|
4.83K
$737K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-372- 9.06% |
$51.4K - $56.2K
|
3.74K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-411- 4.47% |
$56.8K - $62.1K
|
8.78K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-426- 12.09% |
$58.8K - $64.4K
|
3.1K
$473K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-455- 4.08% |
$62.8K - $68.8K
|
10.7K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-473- 2.45% |
$65.3K - $71.5K
|
18.8K
$2.87M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-479- 18.66% |
$66.1K - $72.4K
|
2.09K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-519- 6.9% |
$71.7K - $78.5K
|
7.01K
$1.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-582- 79.4% |
$80.4K - $88K
|
151
$23.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-658- 0.68% |
$90.9K - $99.5K
|
95.8K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-992- 2.33% |
$137K - $150K
|
41.6K
$6.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 14.93% |
$140K - $153K
|
5.77K
$882K
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.15K- 7.59% |
$159K - $174K
|
14K
$2.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.2K- 36.39% |
$165K - $181K
|
2.09K
$319K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.34K- 14.46% |
$185K - $202K
|
7.91K
$1.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.57K- 5.31% |
$217K - $237K
|
28K
$4.27M
|
|