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
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 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 29, 2026 Q4 2025
Ares Financial Consulting, LLC

Calabasas, CA
BUY
 -
62
New
$9.27K - $9.85K
62 $9.47K
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
Jan 14, 2026 Q4 2025
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
42
+ 1.57%
$6.28K - $6.67K
2.73K $416K
Jan 30, 2026 Q4 2025
Turning Point Benefit Group, Inc.

Frederick, MD
BUY
 -
42
New
$6.28K - $6.67K
42 $6.41K
Jan 22, 2026 Q4 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
31
New
$4.64K - $4.93K
31 $4.73K
Jan 09, 2026 Q4 2025
Ifs Advisors, LLC

BUY
 -
29
New
$4.34K - $4.61K
29 $4.43K
Jan 15, 2026 Q4 2025
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
25
New
$3.74K - $3.97K
25 $3.82K
Jan 29, 2026 Q4 2025
Concord Wealth Partners

BUY
 -
10
New
$1.5K - $1.59K
10 $1.53K
Jan 15, 2026 Q4 2025
Trust CO

BUY
 -
10
New
$1.5K - $1.59K
10 $1.53K
Jan 23, 2026 Q4 2025
Nbt Bank N A

BUY
 -
2
+ 1.32%
$299 - $318
153 $23.4K
Jan 21, 2026 Q4 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
2
+ 0.19%
$299 - $318
1.08K $165K
Jan 20, 2026 Q4 2025
Princeton Global Asset Management LLC

BUY
 -
2
+ 0.06%
$299 - $318
3.18K $485K
Jan 08, 2026 Q4 2025
Dagco, Inc.

BUY
 -
1
+ 0.27%
$150 - $159
375 $57.3K
Jan 30, 2026 Q4 2025
Archer Investment Corp

BUY
 -
1
+ 1.54%
$150 - $159
66 $10.1K
Jan 28, 2026 Q4 2025
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-28
- 0.9%
$4.19K - $4.45K
3.07K $469K
Jan 30, 2026 Q4 2025
Financial Services Advisory Inc

SELL
 -
-68
- 1.53%
$10.2K - $10.8K
4.37K $667K
Jan 12, 2026 Q4 2025
Arlington Financial Advisors, LLC

SELL
 -
-98
- 0.04%
$14.7K - $15.6K
232K $35.4M
Jan 13, 2026 Q4 2025
Stablepoint Partners, LLC

Braintree, MA
SELL
 -
-150
- 9.43%
$22.4K - $23.8K
1.44K $220K
Jan 29, 2026 Q4 2025
Dunhill Financial, LLC

London, X0
SELL
 -
-153
- 0.64%
$22.9K - $24.3K
23.6K $3.6M
Jan 09, 2026 Q4 2025
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-320
- 18.08%
$47.8K - $50.9K
1.45K $221K
Jan 28, 2026 Q4 2025
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-346
- 1.58%
$51.7K - $55K
21.5K $3.29M
Jan 15, 2026 Q4 2025
Nilsine Partners, LLC

Greenwood Village, CO
SELL
 -
-425
- 10.38%
$63.5K - $67.5K
3.67K $560K
Jan 12, 2026 Q4 2025
Signal Advisors Wealth, LLC

Detroit, MI
SELL
 -
-505
- 5.36%
$75.5K - $80.2K
8.92K $1.36M
Jan 15, 2026 Q4 2025
Sage Capital Management, LLC

Stockton, NJ
SELL
 -
-507
- 3.32%
$75.8K - $80.6K
14.8K $2.25M
Jan 28, 2026 Q4 2025
Aps Management Group, Inc.

Torrance, CA
SELL
 -
-593
- 14.5%
$88.7K - $94.2K
3.5K $534K
Jan 20, 2026 Q4 2025
Whalen Wealth Management Inc.

Las Vegas, NV
SELL
 -
-799
- 35.07%
$119K - $127K
1.48K $226K
Jan 15, 2026 Q4 2025
Presidio Capital Management, LLC

SELL
 -
-856
- 0.89%
$128K - $136K
94.9K $14.5M
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-1.32K
- 22.79%
$197K - $209K
4.46K $681K
Jan 26, 2026 Q4 2025
Paradigm Financial Partners, LLC

SELL
 -
-1.45K
- 5.3%
$217K - $230K
25.9K $3.95M
Jan 23, 2026 Q4 2025
Hbw Advisory Services LLC

SELL
 -
-1.93K
- 18.89%
$288K - $306K
8.27K $1.26M
Jan 20, 2026 Q4 2025
Steel Peak Wealth Management LLC

SELL
 -
-2K
- 40.18%
$299K - $318K
2.98K $455K
Jan 20, 2026 Q4 2025
Sovran Advisors, LLC

San Diego, CA
SELL
 -
-3.44K
- 33.33%
$514K - $547K
6.88K $1.05M
Jan 05, 2026 Q4 2025
Foguth Wealth Management, Llc.

Brighton, MI
SELL
 -
-7.76K
- 68.33%
$1.16M - $1.23M
3.6K $549K
Jan 12, 2026 Q4 2025
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-14K
- 87.91%
$2.09M - $2.22M
1.92K $294K
Jan 30, 2026 Q4 2025
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-19.6K
- 91.72%
$2.93M - $3.11M
1.77K $270K

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