Purchases and Sales Made in Q4 2025 in First Tr Nasdaq Clean Edge Sma (GRID)

GRID Quotes by TradingView

This table provides information about the institutional ownership of First Tr Nasdaq Clean Edge Sma (GRID) during Q4 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
Jan 05, 2026 Q4 2025
Goal Vest Advisory LLC

BUY
 -
1.47K
New
$219K - $233K
1.47K $224K
Jan 08, 2026 Q4 2025
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
1.46K
New
$219K - $233K
1.46K $224K
Jan 22, 2026 Q4 2025
Eagle Strategies LLC

New York, NY
BUY
 -
1.45K
+ 5.81%
$217K - $230K
26.4K $4.03M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
1.42K
+ 1182.5%
$212K - $225K
1.54K $235K
Jan 26, 2026 Q4 2025
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
1.42K
New
$212K - $225K
1.42K $217K
Jan 23, 2026 Q4 2025
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.41K
+ 61.23%
$210K - $224K
3.71K $566K
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

BUY
 -
1.4K
New
$209K - $222K
1.4K $214K
Jan 13, 2026 Q4 2025
Adamsbrown Wealth Consultants LLC

BUY
 -
1.39K
New
$208K - $221K
1.39K $212K
Jan 20, 2026 Q4 2025
Arvest Investments, Inc.

Rogers, AR
BUY
 -
1.37K
+ 9.83%
$205K - $218K
15.3K $2.34M
Jan 27, 2026 Q4 2025
Purus Wealth Management, LLC

BUY
 -
1.34K
New
$200K - $213K
1.34K $205K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
1.23K
+ 17.14%
$184K - $195K
8.39K $1.28M
Jan 12, 2026 Q4 2025
Richard P Slaughter Associates Inc

BUY
 -
1.19K
+ 2.48%
$178K - $189K
49.2K $7.52M
Jan 14, 2026 Q4 2025
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.17K
+ 43.26%
$175K - $186K
3.87K $591K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.01K
+ 20.02%
$151K - $160K
6.05K $924K
Jan 23, 2026 Q4 2025
Hedeker Wealth, LLC

BUY
 -
927
+ 4.51%
$139K - $147K
21.5K $3.28M
Jan 28, 2026 Q4 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
920
+ 3.7%
$138K - $146K
25.8K $3.94M
Jan 28, 2026 Q4 2025
Geneos Wealth Management Inc.

BUY
 -
866
+ 197.72%
$129K - $138K
1.3K $199K
Jan 13, 2026 Q4 2025
Cadent Capital Advisors, LLC

BUY
 -
852
+ 23.27%
$127K - $135K
4.51K $689K
Jan 27, 2026 Q4 2025
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
815
+ 175.27%
$122K - $130K
1.28K $195K
Jan 26, 2026 Q4 2025
Cottage Street Advisors LLC

BUY
 -
811
+ 13.21%
$121K - $129K
6.95K $1.06M
Jan 22, 2026 Q4 2025
Altfest L J & CO Inc

BUY
 -
783
+ 2.42%
$117K - $124K
33.1K $5.05M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
588
+ 15.61%
$87.9K - $93.4K
4.36K $665K
Jan 26, 2026 Q4 2025
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
567
+ 9.53%
$84.8K - $90.1K
6.52K $996K
Jan 21, 2026 Q4 2025
Kraematon Investment Advisors, Inc

BUY
 -
443
+ 3.16%
$66.2K - $70.4K
14.5K $2.21M
Jan 21, 2026 Q4 2025
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
407
+ 11.02%
$60.9K - $64.7K
4.1K $626K
Jan 08, 2026 Q4 2025
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
370
+ 14.77%
$55.3K - $58.8K
2.88K $439K
Jan 26, 2026 Q4 2025
Jnba Financial Advisors

BUY
 -
369
+ 150.0%
$55.2K - $58.6K
615 $93.9K
Jan 14, 2026 Q4 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
345
New
$51.6K - $54.8K
345 $52.7K
Jan 12, 2026 Q4 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
329
+ 4.85%
$49.2K - $52.3K
7.11K $1.09M
Jan 14, 2026 Q4 2025
Stegent Equity Advisors, Inc.

Houston, TX
BUY
 -
326
+ 2.84%
$48.7K - $51.8K
11.8K $1.8M
Jan 21, 2026 Q4 2025
Capital Investment Advisory Services, LLC

BUY
 -
275
+ 7.63%
$41.1K - $43.7K
3.88K $593K
Jan 13, 2026 Q4 2025
Signature Securities Group Corporation

BUY
 -
269
+ 6.42%
$40.2K - $42.7K
4.46K $680K
Jan 06, 2026 Q4 2025
Wealth Care Investment Partners, LLC

BUY
 -
221
+ 1.94%
$33K - $35.1K
11.6K $1.77M
Jan 21, 2026 Q4 2025
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
206
+ 2.42%
$30.8K - $32.7K
8.73K $1.33M
Jan 05, 2026 Q4 2025
Gk Wealth Management LLC

Reno, NV
BUY
 -
167
+ 4.16%
$25K - $26.5K
4.18K $638K
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
163
+ 2.46%
$24.4K - $25.9K
6.78K $1.04M
Jan 23, 2026 Q4 2025
Ogorek Anthony Joseph

BUY
 -
161
New
$24.1K - $25.6K
161 $24.6K
Jan 26, 2026 Q4 2025
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
154
+ 2.51%
$23K - $24.5K
6.29K $960K
Jan 26, 2026 Q4 2025
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
110
+ 2.23%
$16.4K - $17.5K
5.04K $770K
Jan 15, 2026 Q4 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
104
New
$15.6K - $16.5K
104 $15.9K
Jan 27, 2026 Q4 2025
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
90
+ 2.12%
$13.5K - $14.3K
4.33K $661K
Jan 14, 2026 Q4 2025
Global View Capital Management LLC

Waukesha, WI
BUY
 -
87
+ 3.92%
$13K - $13.8K
2.31K $352K
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
81
+ 1.94%
$12.1K - $12.9K
4.27K $651K
Jan 14, 2026 Q4 2025
Wealthcare Capital Partners, LLC

West Chester, PA
BUY
 -
77
+ 1.39%
$11.5K - $12.2K
5.62K $859K
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
71
+ 6.09%
$10.6K - $11.3K
1.24K $189K
Jan 14, 2026 Q4 2025
Private Advisory Group LLC

Redmond, WA
BUY
 -
65
+ 4.38%
$9.72K - $10.3K
1.55K $236K
Jan 15, 2026 Q4 2025
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
64
+ 160.0%
$9.57K - $10.2K
104 $15.9K
Jan 21, 2026 Q4 2025
Sound Income Strategies, LLC

BUY
 -
61
New
$9.12K - $9.69K
61 $9.32K
Jan 27, 2026 Q4 2025
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
59
New
$8.82K - $9.38K
59 $9.01K

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