First TRST Nasd Class Edg SgiifGRIDETF
13F holders, Q4 2024 (December 31)294holders +30
40new positions
20sold out
3famous investors
$119.39avg. 13F price*
At the end of Q4 2024, 294 institutions reported holding First TRST Nasd Class Edg Sgiif (GRID) in their 13F filings, up 30 from Q3 2024. 40 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($157.5M), Bank of America Corp. ($100.4M) and Assetmark, Inc. ($91.0M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First TRST Nasd Class Edg Sgiif
- CUSIP
- 33737A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $60.6M |
| Exits | 20 | $9.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,099,995 shares bought and 526,701 shares sold, net +1,573,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Morgan Stanley | 0.01% | Add +49.5% | 1,319,498 | $157.5M |
| Bank of America Corp. | 0.01% | Add +2.1% | 841,218 | $100.4M |
| Assetmark, Inc. | 0.25% | Reduce -5.0% | 762,516 | $91.0M |
| LPL Financial LLC | 0.03% | Add +30.5% | 673,232 | $80.3M |
| Wells Fargo & Company | 0.01% | Add +23.2% | 392,666 | $46.9M |
| UBS Group AG | 0.01% | Add +15.9% | 372,684 | $44.5M |
| Traphagen Investment Advisors LLC | 3.98% | Add +2.3% | 327,732 | $39.1M |
| Raymond James Financial Inc. | 0.01% | — | 269,922 | $32.2M |
| Gitterman Wealth Management, LLC | 11.39% | Add +0.5% | 228,460 | $27.3M |
| Ameriprise Financial Inc. | 0.01% | Add +53.4% | 220,594 | $26.3M |
| Arlington Financial Advisors, LLC | 5.18% | Add +2.0% | 218,403 | $26.1M |
| Meitav Investment House Ltd. | 0.37% | Add +424.8% | 185,207 | $22.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +41.4% | 164,179 | $19.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +10.5% | 144,668 | $17.3M |
| Osaic Holdings, Inc. | 0.04% | Add +22.1% | 131,335 | $15.7M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2.55% | No change | 130,000 | $15.5M |
| Stifel Financial Corp. | 0.02% | Add +3.2% | 129,135 | $15.4M |
| Royal Bank of Canada | 0.00% | Add +150.2% | 114,769 | $13.7M |
| Captrust Financial Advisors | 0.04% | Add +22.0% | 112,434 | $13.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.05% | New | 111,625 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.0% | 110,723 | $13.2M |
| Proficio Capital Partners LLC | 0.94% | Add +18.1% | 97,014 | $11.6M |
| Aprio Wealth Management, LLC | 1.60% | Add +22.4% | 92,142 | $11.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -23.6% | 83,124 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +10.6% | 79,845 | $9.5M |
| Legacy Edge Advisors, LLC | 1.43% | Add +5.8% | 75,271 | $9.0M |
| MML Investors Services, LLC | 0.03% | Add +47.9% | 72,522 | $8.7M |
| First Heartland Consultants, Inc. | 0.86% | Add +1.0% | 70,266 | $8.4M |
| Prudential PLC | 0.04% | Reduce -51.4% | 70,000 | $8.4M |
| Csenge Advisory Group | 0.44% | Add +377.7% | 68,031 | $8.1M |
| Citigroup Inc. | 0.01% | Add +23.5% | 66,850 | $8.0M |
| Cetera Investment Advisers | 0.02% | Add +4.1% | 65,295 | $7.8M |
| Cerity Partners LLC | 0.02% | Add +5.6% | 60,620 | $7.2M |
| FIL Ltd | 0.01% | Reduce -52.2% | 60,540 | $7.2M |
| 360 Financial, Inc. | 2.52% | New | 58,397 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +6.3% | 58,346 | $7.0M |
| Flow Traders U.S. LLC | 0.26% | Reduce -70.4% | 55,471 | $6.6M |
| Snowden Capital Advisors LLC | 0.18% | Add +119.7% | 49,197 | $5.9M |
| Truist Financial Corp. | 0.01% | Add +64.9% | 48,412 | $5.8M |
| Dudley & Shanley, Inc. | 0.86% | No change | 46,900 | $5.6M |
| Manchester Financial Inc. | 1.13% | Add +0.1% | 43,073 | $5.1M |
| PFG Investments, LLC | 0.32% | Reduce -0.3% | 42,734 | $5.1M |
| Accordant Advisory Group Inc | 4.42% | New | 38,371 | $4.6M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1.09% | New | 37,976 | $4.5M |
| Aveo Capital Partners, LLC | 0.47% | Add +6.4% | 35,979 | $4.3M |
| Norris Financial Group, LLC | 1.87% | Add +0.6% | 33,357 | $4.0M |
| Ameliora Wealth Management Ltd. | 1.43% | Reduce -3.3% | 32,037 | $3.8M |
| Owen LaRue, LLC | 1.96% | Add +1.4% | 31,382 | $3.7M |
| Black Swift Group, LLC | 0.79% | Add +14.6% | 31,337 | $3.7M |
| Venture Visionary Partners LLC | 0.16% | New | 30,808 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +114.0% | 30,727 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +167.4% | 28,798 | $3.5M |
| Trivium Point Advisory, LLC | 0.42% | Reduce -2.1% | 28,151 | $3.4M |
| GTS Securities LLC | 0.16% | New | 27,308 | $3.3M |
| Kickstand Ventures, Llc. | 0.83% | New | 27,300 | $3.3M |
| Foguth Wealth Management, LLC. | 0.85% | Add +5.1% | 25,440 | $3.2M |
| Keystone Financial Group | 0.29% | Add +13.1% | 24,422 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Add +785.6% | 24,382 | $2.9M |
| Eagle Strategies LLC | 0.50% | Add +1.2% | 24,315 | $2.9M |
| WealthBridge Capital Management, LLC | 0.80% | Add +16.2% | 24,219 | $2.9M |
| Pecaut & Co. | 0.99% | Add +24.1% | 24,126 | $2.9M |
| Bogart Wealth, LLC | 0.14% | Add +5.1% | 24,123 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Add +76.9% | 23,511 | $2.8M |
| Money Design Co.,Ltd. | 0.14% | Reduce -12.4% | 23,332 | $2.8M |
| TCFG Wealth Management, LLC | 1.37% | Add +6.3% | 22,587 | $2.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | New | 22,371 | $2.7M |
| Independent Advisor Alliance | 0.03% | New | 21,626 | $2.6M |
| Signal Advisors Wealth, LLC | 0.29% | Reduce -11.1% | 21,553 | $2.6M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +4.5% | 20,765 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 20,531 | $2.5M |
| Concorde Asset Management, LLC | 1.20% | Reduce -45.2% | 19,326 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.6% | 18,952 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +7.3% | 19,242 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +6.6% | 19,220 | $2.3M |
| Dunhill Financial, LLC | 1.06% | Add +16.0% | 19,194 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -64.4% | 18,446 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +75.9% | 18,082 | $2.2M |
| Synergy Asset Management, LLC | 0.16% | No change | 16,696 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -0.1% | 17,780 | $2.1M |
| Montis Financial, LLC | 0.65% | Reduce -9.7% | 17,642 | $2.1M |
| Rathbones Group PLC | 0.01% | Add +31.0% | 17,492 | $2.1M |
| Flaharty Asset Management, LLC | 0.29% | Reduce -9.3% | 16,804 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +121.1% | 16,393 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +112.2% | 16,260 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +50.3% | 16,122 | $1.9M |
| TAP Consulting, LLC | 0.39% | Reduce -3.4% | 15,931 | $1.9M |
| WCG Wealth Advisors LLC | 0.12% | Reduce -17.7% | 15,543 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | New | 15,020 | $1.8M |
| Sage Capital Management, LLC | 0.88% | Add +0.1% | 14,585 | $1.7M |
| Algorithmic Investment Models, LLC | 1.34% | Reduce -3.1% | 14,527 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.0% | 13,968 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +43.9% | 13,695 | $1.6M |
| Forefront Wealth Partners, LLC | 1.21% | — | 13,578 | $1.6M |
| &partners | 0.02% | Add +6.0% | 13,275 | $1.6M |
| Kraematon Investment Advisors, Inc. | 1.58% | Reduce -0.5% | 13,402 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +18.3% | 13,131 | $1.6M |
| Provident Co of the Employees of the Hebrew University LTD | 1.80% | Add +2.5% | 12,925 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Reduce -2.8% | 12,593 | $1.5M |
| 1858 Wealth Management, LLC | 1.17% | Add +56.2% | 12,410 | $1.5M |
| Concentrum Wealth Management | 0.51% | Add +34.1% | 12,142 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Add +0.4% | 12,100 | $1.4M |
| Stegent Equity Advisors, Inc. | 1.43% | Add +2.5% | 11,835 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +71.5% | 11,804 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.03% | Reduce -6.3% | 11,622 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +109.4% | 10,690 | $1.3M |
| Corrado Advisors, LLC | 0.82% | Add +2.6% | 10,483 | $1.3M |
| Bright Futures Wealth Management, LLC. | 1.06% | Reduce -51.7% | 9,847 | $1.2M |
| Hedeker Wealth, LLC | 0.29% | New | 9,798 | $1.2M |
| Seaview Investment Managers LLC | 0.32% | Reduce -40.1% | 9,709 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +0.7% | 9,668 | $1.2M |
| HBW Advisory Services LLC | 0.12% | Add +1.1% | 9,496 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +23.1% | 9,449 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Add +163.7% | 9,407 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 9,321 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | New | 9,120 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Add +3.6% | 8,628 | $1.0M |
| Mariner, LLC | 0.00% | Add +0.7% | 8,600 | $1.0M |
| Transform Wealth, LLC | 0.06% | New | 8,533 | $1.0M |
| Smith Anglin Financial, LLC | 0.10% | Add +26.0% | 8,482 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.1% | 8,296 | $990K |
| Biltmore Family Office, LLC | 0.16% | New | 8,120 | $969K |
| Comerica Bank | 0.00% | Add +32.1% | 7,953 | $949K |
| IHT Wealth Management, LLC | 0.03% | Add +83.8% | 7,817 | $933K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +22.5% | 7,427 | $886K |
| Arax Advisory Partners | 0.06% | Add +15.1% | 7,399 | $883K |
| Rothschild Wealth LLC | 0.26% | Add +37.6% | 7,310 | $872K |
| International Assets Investment Management, LLC | 0.07% | Add +64.3% | 6,532 | $778K |
| Silver Oak Securities, Incorporated | 0.07% | New | 6,479 | $775K |
| D.A. Davidson & Co. | 0.01% | Reduce -1.5% | 6,298 | $752K |
| Citadel Advisors | 0.00% | New | 5,999 | $716K |
| Clear Creek Financial Management, LLC | 0.08% | Add +66.1% | 5,927 | $707K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +9.8% | 5,719 | $682K |
| Ascent Group, LLC | 0.05% | Reduce -32.6% | 5,618 | $670K |
| Apeiron RIA LLC | 0.19% | Add +1.2% | 5,604 | $669K |
| Stonebridge Financial Planning Group, LLC | 0.28% | No change | 5,254 | $627K |
| Proactive Wealth Strategies LLC | 0.32% | Add +1.2% | 5,140 | $613K |
| CoreCap Advisors, LLC | 0.03% | Add +0.1% | 5,040 | $601K |
| United Advisor Group, LLC | 0.12% | Add +0.8% | 5,033 | $601K |
| Equitable Trust Co. | 0.03% | No change | 4,939 | $589K |
| Ignite Planners, LLC | 0.13% | Reduce -0.9% | 4,870 | $589K |
| Flagstar Securities, Inc. | 0.14% | Reduce -1.6% | 4,839 | $577K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -46.0% | 4,638 | $553K |
| Nilsine Partners, LLC | 0.06% | Add +151.2% | 4,378 | $522K |
| Debussy Capital Management LP | 0.08% | No change | 4,337 | $521K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.1% | 4,340 | $518K |
| VestGen Investment Management | 0.14% | Add +2.9% | 4,324 | $516K |
| Compound Planning, Inc. | 0.03% | Reduce -5.5% | 4,302 | $513K |
| Cwm, LLC | 0.00% | Add +6.4% | 4,301 | $513K |
| FMR LLC | 0.00% | Reduce -3.1% | 4,229 | $505K |
| SGL Investment Advisors, Inc. | 0.26% | Add +2.1% | 4,154 | $502K |
| Journey Strategic Wealth LLC | 0.02% | Add +37.0% | 4,192 | $500K |
| Cottage Street Advisors LLC | 0.26% | Add +10.9% | 4,190 | $500K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +24.2% | 4,182 | $499K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +6.0% | 4,145 | $495K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -7.0% | 4,011 | $479K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 4,002 | $478K |
| Baird Financial Group, Inc. | 0.00% | New | 3,940 | $470K |
| Prosperity Financial Group, Inc. | 0.23% | Add +5.3% | 3,903 | $466K |
| Modern Wealth Management, LLC | 0.02% | New | 3,900 | $465K |
| Collaborative Wealth Managment Inc. | 0.21% | Add +8.4% | 3,832 | $457K |
| Atria Investments, Inc | 0.01% | Add +1.8% | 3,813 | $455K |
| PCG Wealth Advisors, LLC | 0.17% | Add +44.1% | 3,787 | $452K |
| Prospera Financial Services Inc | 0.01% | Add +22.2% | 3,767 | $450K |
| Townsquare Capital LLC | 0.01% | Add +33.0% | 3,733 | $446K |
| Moors & Cabot, Inc. | 0.02% | Add +36.1% | 3,715 | $443K |
| IFG Advisory, LLC | 0.02% | New | 3,679 | $439K |
| Bourgeon Capital Management LLC | 0.08% | Add +7.0% | 3,627 | $433K |
| SteelPeak Wealth, LLC | 0.02% | Add +32.4% | 3,576 | $427K |
| CI Investments Inc. | 0.00% | Add +6.1% | 3,477 | $415K |
| Wealthspan Partners, LLC | 0.20% | Add +0.3% | 3,436 | $410K |
| Strategic Financial Concepts, LLC | 0.08% | New | 3,423 | $409K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +6.7% | 3,379 | $403K |
| Meixler Investment Management, Ltd. | 0.29% | Add +1.2% | 3,320 | $396K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.6% | 3,311 | $395K |
| Brown Advisory Inc. | 0.00% | No change | 3,293 | $393K |
| Princeton Global Asset Management LLC | 0.07% | Add +0.1% | 3,165 | $378K |
| Trademark Financial Management, LLC | 0.29% | Reduce -15.4% | 3,098 | $370K |
| N.E.W. Advisory Services LLC | 0.03% | Add +40.7% | 3,079 | $367K |
| Advisory Services Network, LLC | 0.01% | Reduce -22.1% | 3,051 | $364K |
| Clarus Wealth Advisors | 0.18% | Reduce -2.6% | 3,072 | $364K |
| Renaissance Technologies | 0.00% | New | 3,000 | $358K |
| Gateway Wealth Partners, LLC | 0.09% | Add +46.0% | 2,985 | $356K |
| Kraft, Davis & Associates, LLC | 0.10% | Add +30.1% | 2,947 | $355K |
| Scotia Capital Inc. | 0.00% | Add +11.6% | 2,961 | $353K |
| Presidio Capital Management, LLC | 0.19% | Add +28.1% | 2,960 | $353K |
| Transatlantique Private Wealth LLC | 0.13% | Add +42.7% | 2,914 | $348K |
| KFG Wealth Management, LLC | 0.06% | Add +32.9% | 2,837 | $339K |
| GK Wealth Management LLC | 0.41% | — | 2,715 | $324K |
| Legacy Investment Solutions, LLC | 0.20% | Add +127.5% | 2,577 | $311K |
| Legacy Wealth Managment, LLC | 0.20% | Add +127.5% | 2,577 | $311K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,604 | $311K |
| World Equity Group, Inc. | 0.07% | Add +23.7% | 2,596 | $310K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 2,569 | $307K |
| Principle Wealth Partners LLC | 0.02% | Add +0.1% | 2,555 | $305K |
| Share Andrew L. | 0.15% | No change | 2,490 | $297K |
| Clearwater Capital Advisors, LLC | 0.03% | Add +15.7% | 2,459 | $293K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -20.2% | 2,330 | $278K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,263 | $270K |
| Good Life Advisors, LLC | 0.02% | Add +25.2% | 2,233 | $266K |
| Perennial Investment Advisors, LLC | 0.03% | No change | 2,215 | $264K |
| Merit Financial Group, LLC | 0.00% | Reduce -33.0% | 2,130 | $254K |
| Creative Planning | 0.00% | Add +21.9% | 2,123 | $253K |
| Conservest Capital Advisors, Inc. | 0.03% | New | 2,120 | $253K |
| Silvia McColl Wealth Management, LLC | 0.19% | No change | 2,115 | $252K |
| Global Retirement Partners, LLC | 0.01% | Reduce -11.8% | 2,115 | $252K |
| Northwest Financial Advisors | 0.20% | New | 2,055 | $245K |
| Western Wealth Management, LLC | 0.01% | Add +1.8% | 2,039 | $243K |
| Kovack Advisors, Inc. | 0.02% | No change | 2,033 | $243K |
| IFP Advisors, Inc | 0.01% | Reduce -77.5% | 1,924 | $230K |
| Great Diamond Partners, LLC | 0.06% | Add +0.9% | 1,920 | $229K |
| Cascade Investment Group, Inc. | 0.16% | New | 1,875 | $224K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.2% | 1,871 | $223K |
| Blair William & Co. | 0.00% | Add +3.8% | 1,860 | $222K |
| Mgo One Seven LLC | 0.01% | Add +14.0% | 1,819 | $217K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 1,802 | $215K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -4.3% | 1,780 | $212K |
| FWL Investment Management, LLC | 0.08% | Add +101.0% | 1,769 | $211K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -62.1% | 1,760 | $210K |
| Cambridge Advisors Inc. | 0.05% | Add +0.9% | 1,749 | $209K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,731 | $207K |
| Beaumont Financial Advisors, LLC | 0.01% | Reduce -1.1% | 1,678 | $200K |
| Parallel Advisors, LLC | 0.00% | Add +5.4% | 1,435 | $171K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.0% | 1,270 | $161K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.9% | 1,174 | $140K |
| REAP Financial Group, LLC | 0.03% | Reduce -0.3% | 1,172 | $140K |
| National Bank of Canada | 0.00% | Add +42.9% | 1,165 | $139K |
| Principal Securities, Inc. | 0.00% | Reduce -8.1% | 1,106 | $132K |
| Blue Trust, Inc. | 0.00% | Add +23.9% | 1,104 | $132K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,048 | $125K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.7% | 1,016 | $121K |
| Bank of Montreal | 0.00% | Add +810.2% | 983 | $117K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +541.5% | 975 | $116K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 950 | $111K |
| Farther Finance Advisors, LLC | 0.00% | Add +44200.0% | 886 | $106K |
| Allworth Financial LP | 0.00% | Add +296.5% | 793 | $101K |
| JPMorgan Chase & Co. | 0.00% | Reduce -69.4% | 755 | $90K |
| NBT Bank, N.A. | 0.01% | No change | 733 | $87K |
| BNP Paribas Financial Markets | 0.00% | No change | 692 | $83K |
| Eastern Bank | 0.00% | No change | 666 | $79K |
| Park Square Financial Group, LLC | 0.05% | — | 657 | $78K |
| Hexagon Capital Partners LLC | 0.01% | No change | 636 | $76K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +552.6% | 620 | $74K |
| CIBC Private Wealth Group LLC | 0.00% | Add +460.6% | 527 | $64K |
| Balefire, LLC | 0.02% | New | 531 | $63K |
| Private Trust Co. NA | 0.01% | Add +2000.0% | 525 | $63K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +11.9% | 516 | $62K |
| Main Management LLC | 0.00% | Add +0.2% | 483 | $58K |
| Chilton Capital Management LLC | 0.00% | Add +501.3% | 469 | $56K |
| Spire Wealth Management | 0.00% | Add +9.8% | 448 | $53K |
| Geneos Wealth Management Inc. | 0.00% | Add +119.0% | 438 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +112.9% | 347 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 344 | $41K |
| Golden State Wealth Management, LLC | 0.01% | — | 337 | $40K |
| Lindbrook Capital, LLC | 0.00% | No change | 325 | $39K |
| Operose Advisors LLC | 0.01% | No change | 294 | $35K |
| Mascoma Wealth Management LLC | 0.01% | No change | 288 | $34K |
| Rothschild Investment LLC | 0.00% | New | 250 | $30K |
| US Bancorp \de | 0.00% | Add +57.3% | 236 | $28K |
| Marshall Investment Management, LLC | 0.02% | — | 207 | $26K |
| Ameriflex Group, Inc. | 0.01% | — | 212 | $26K |
| Trust Co. of Vermont | 0.00% | New | 200 | $24K |
| Hilltop National Bank | 0.01% | Add +50.0% | 192 | $23K |
| Roxbury Financial LLC | 0.02% | — | 160 | $20K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.2% | 168 | $20K |
| Larson Financial Group LLC | 0.00% | Add +16.3% | 143 | $17K |
| Simplex Trading, LLC | 0.00% | New | 150 | $17K |
| Y.D. More Investments Ltd | 0.00% | No change | 120 | $14K |
| Castleview Partners, LLC | 0.01% | New | 117 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 108 | $13K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 103 | $12K |
| Crewe Advisors LLC | 0.00% | New | 100 | $12K |
| Russell Investments Group, Ltd. | 0.00% | No change | 100 | $12K |
| Bellevue Asset Management, LLC | 0.01% | No change | 90 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 84 | $10K |
| Crews Bank & Trust | 0.00% | — | 80 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -70.3% | 71 | $8K |
| Peoples Bank | 0.01% | No change | 65 | $8K |
| Archer Investment Corp | 0.00% | Reduce -5.8% | 65 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 63 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | Add +1.6% | 63 | $7K |
| Kestra Investment Management, LLC | 0.00% | New | 61 | $7K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $7K |
| Your Advocates Ltd., LLP | 0.00% | No change | 49 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $5K |
| Tsfg, LLC | 0.00% | No change | 44 | $5K |
| PFS Partners, LLC | 0.00% | No change | 39 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -17.1% | 29 | $3K |
| MAI Capital Management | 0.00% | New | 23 | $3K |
| MCF Advisors LLC | 0.00% | No change | 20 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 8 | $955 |
| Hollencrest Capital Management | 0.00% | New | 8 | $955 |
| Lanark Financial, Inc. | 0.04% | — | 3 | $426 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $239 |
| IMG Wealth Management, Inc. | 0.00% | — | 1 | $119 |
"% of holder's portfolio" is GRID's weight in each manager's 13F, not the share of First TRST Nasd Class Edg Sgiif the manager owns.