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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.92K+ 71.54% |
$588K - $629K
|
11.8K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Pecaut & Co.
|
BUY
|
- |
4.69K+ 24.12% |
$560K - $599K
|
24.1K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.47K+ 56.22% |
$533K - $571K
|
12.4K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.34K+ 2.03% |
$517K - $554K
|
218K
$26.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.18K+ 43.93% |
$499K - $534K
|
13.7K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.14K+ 31.04% |
$494K - $529K
|
17.5K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.01K+ 3.2% |
$478K - $512K
|
129K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4KNew |
$478K - $511K
|
4K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4K+ 14.61% |
$477K - $510K
|
31.3K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.94KNew |
$470K - $503K
|
3.94K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.68KNew |
$439K - $470K
|
3.68K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.57K+ 83.84% |
$425K - $456K
|
7.82K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 6.26% |
$410K - $439K
|
58.3K
$7.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.38K+ 16.23% |
$404K - $432K
|
24.2K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 5.63% |
$386K - $413K
|
60.6K
$7.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
3.09K+ 34.11% |
$369K - $395K
|
12.1K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3KNew |
$358K - $383K
|
3K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.65K+ 16.02% |
$316K - $339K
|
19.2K
$2.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.64K+ 151.18% |
$314K - $337K
|
4.38K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6KNew |
$311K - $333K
|
2.6K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.57K+ 4.1% |
$307K - $329K
|
65.3K
$7.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$307K - $328K
|
2.57K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.36K+ 66.12% |
$282K - $301K
|
5.93K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.26KNew |
$270K - $289K
|
2.26K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.16K+ 6.39% |
$258K - $276K
|
36K
$4.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.12KNew |
$253K - $271K
|
2.12K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.06KNew |
$245K - $263K
|
2.06K
$251K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.03K+ 18.31% |
$242K - $260K
|
13.1K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2K+ 37.59% |
$238K - $255K
|
7.31K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.93K+ 32.07% |
$230K - $247K
|
7.95K
$972K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.88KNew |
$224K - $240K
|
1.88K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.77K+ 23.05% |
$211K - $226K
|
9.45K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.75K+ 26.01% |
$209K - $224K
|
8.48K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$207K - $221K
|
1.73K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.44K+ 127.45% |
$172K - $185K
|
2.58K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.44K+ 127.45% |
$172K - $185K
|
2.58K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.36K+ 22.46% |
$163K - $174K
|
7.43K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.33K+ 6.28% |
$159K - $170K
|
22.6K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 7.34% |
$157K - $168K
|
19.2K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.27KNew |
$152K - $162K
|
1.27K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
1.24K+ 5.11% |
$148K - $158K
|
25.4K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.2K+ 6.63% |
$143K - $153K
|
19.2K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1.18K+ 5.14% |
$141K - $151K
|
24.1K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 44.1% |
$138K - $148K
|
3.79K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 36.95% |
$135K - $145K
|
4.19K
$513K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.13K+ 0.49% |
$134K - $144K
|
228K
$27.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
985+ 36.08% |
$118K - $126K
|
3.72K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
971+ 15.11% |
$116K - $124K
|
7.4K
$905K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
940+ 45.97% |
$112K - $120K
|
2.99K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
926+ 32.99% |
$111K - $118K
|
3.73K
$456K
|