Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.11M+ 8655.05% |
$849M - $909M
|
7.19M
$880M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
437K+ 49.55% |
$52.2M - $55.9M
|
1.32M
$161M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
270KNew |
$32.2M - $34.5M
|
270K
$33M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
168KNew |
$20M - $21.5M
|
168K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
157K+ 30.5% |
$18.8M - $20.1M
|
673K
$82.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
150K+ 424.84% |
$17.9M - $19.2M
|
185K
$22.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
112KNew |
$13.3M - $14.3M
|
112K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76.8K+ 53.41% |
$9.17M - $9.81M
|
221K
$27M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74K+ 23.23% |
$8.83M - $9.46M
|
393K
$48M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.9K+ 150.18% |
$8.22M - $8.8M
|
115K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
61.6KNew |
$7.35M - $7.87M
|
61.6K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
58.4KNew |
$6.97M - $7.46M
|
58.4K
$7.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
53.8K+ 377.68% |
$6.42M - $6.87M
|
68K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
51.1K+ 15.88% |
$6.1M - $6.53M
|
373K
$45.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.1K+ 41.44% |
$5.74M - $6.15M
|
164K
$20.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
38KNew |
$4.53M - $4.85M
|
38K
$4.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.4K+ 49.03% |
$4.35M - $4.65M
|
111K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.3KNew |
$3.26M - $3.49M
|
27.3K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
26.8K+ 119.69% |
$3.2M - $3.42M
|
49.2K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
24.4KNew |
$2.91M - $3.12M
|
24.4K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 47.86% |
$2.8M - $3M
|
72.5K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22.4KNew |
$2.67M - $2.86M
|
22.4K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.6K+ 785.65% |
$2.58M - $2.76M
|
24.4K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.6KNew |
$2.58M - $2.76M
|
21.6K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.5KNew |
$2.45M - $2.62M
|
20.5K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.3K+ 22.01% |
$2.42M - $2.59M
|
112K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
19K+ 64.86% |
$2.27M - $2.43M
|
48.4K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 167.37% |
$2.15M - $2.3M
|
28.8K
$3.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.7K+ 2.15% |
$2.12M - $2.27M
|
841K
$103M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
16.9K+ 22.43% |
$2.01M - $2.16M
|
92.1K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 113.96% |
$1.95M - $2.09M
|
30.7K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15KNew |
$1.79M - $1.92M
|
15K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 10.52% |
$1.64M - $1.76M
|
145K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 23.5% |
$1.52M - $1.63M
|
66.9K
$8.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2K+ 76.87% |
$1.22M - $1.31M
|
23.5K
$2.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
9.8KNew |
$1.17M - $1.25M
|
9.8K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.12KNew |
$1.09M - $1.17M
|
9.12K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.98K+ 121.14% |
$1.07M - $1.15M
|
16.4K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
8.6K+ 112.22% |
$1.03M - $1.1M
|
16.3K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
8.53KNew |
$1.02M - $1.09M
|
8.53K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
8.12KNew |
$969K - $1.04M
|
8.12K
$993K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.9KNew |
$943K - $1.01M
|
7.9K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.8K+ 75.88% |
$931K - $997K
|
18.1K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.63K+ 10.56% |
$910K - $975K
|
79.8K
$9.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.37K+ 2.3% |
$880K - $942K
|
328K
$40.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$773K - $828K
|
6.48K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6KNew |
$716K - $767K
|
6K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.58K+ 109.36% |
$666K - $714K
|
10.7K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.39K+ 50.28% |
$644K - $689K
|
16.1K
$1.97M
|