Next Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Next Financial Group’s Portfolio GRID Stock Details GRID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$12K	Buy	+110	New	+$11.1K	﹤0.01%	2110
2014 Q4	–	Sell	-100	Closed	-$4K	–	2069
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	2137
2014 Q2	$4K	Buy	+100	New	+$3.77K	﹤0.01%	978

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Next Financial Group's GRID Position: Q4 2021 in Review

Next Financial Group opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q4 2021: 110 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #2110 among its holdings. This is a return to the name: Next Financial Group previously reported a position in GRID as recently as Q3 2014.

Next Financial Group first reported a position in GRID in Q2 2014 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold GRID as of Q4 2021.

Next Financial Group held 110 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $12K as of Q4 2021.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Next Financial Group position in Q4 2021.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2110 holding.
Next Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2014 and has held it in 3 quarters since.
154 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.