Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / NASDQ CLN EDGE
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Number of holders
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307
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Total 13F shares, excl. options
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11M
-
Shares change
-
+314K
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Total reported value, excl. options
-
$1.53B
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Value change
-
+$52.3M
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Number of buys
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174
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Number of sells
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-113
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Price
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$139.02
Significant Holders of FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) as of Q2 2025
337 filings reported holding GRID - FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE as of Q2 2025.
FIRST TR EXCHANGE TRADED FD - NASDQ CLN EDGE (GRID) has 307 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.51M shares), BANK OF AMERICA CORP /DE/ (1.19M shares), LPL Financial LLC (895K shares), UBS Group AG (777K shares), WELLS FARGO & COMPANY/MN (499K shares), TRAPHAGEN INVESTMENT ADVISORS LLC (346K shares), RAYMOND JAMES FINANCIAL INC (328K shares), AMERIPRISE FINANCIAL INC (314K shares), Gitterman Wealth Management, LLC (247K shares), and Arlington Financial Advisors, LLC (230K shares).
This table shows the top 307 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.