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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$402K +$383K +2,661 New
GRP
227
Global Retirement Partners
California
$395K +$144K +1,002 +62%
CCA
228
Clearwater Capital Advisors
Illinois
$388K +$288 +2 +0.1%
PIA
229
Perennial Investment Advisors
California
$385K +$3.02K +21 +0.8%
SMWM
230
Silvia McColl Wealth Management
California
$378K
WWM
231
Western Wealth Management
Colorado
$378K +$134K +931 +59%
IA
232
Integrity Alliance
Iowa
$377K +$359K +2,493 New
IP
233
Ignite Planners
California
$377K
ALS
234
Andrew L. Share
$376K
PWP
235
Principle Wealth Partners
Connecticut
$371K
NFP
236
Narus Financial Partners
Utah
$369K +$126K +875 +56%
IIA
237
Integrity Investment Advisors
Colorado
$368K +$350K +2,433 New
Citadel Advisors
238
Citadel Advisors
Florida
$352K +$12.1K +84 +4%
IA
239
Insight Advisors
Pennsylvania
$348K +$331K +2,304 New
SMC
240
Smith, Moore & Co
Missouri
$347K +$120K +833 +57%
WWM
241
Whalen Wealth Management
Nevada
$344K +$328K +2,278 New
GVCM
242
Global View Capital Management
Wisconsin
$335K +$319K +2,220 New
Creative Planning
243
Creative Planning
Kansas
$331K +$8.92K +62 +3%
CIBC World Market
244
CIBC World Market
Ontario, Canada
$331K +$315K +2,188 New
SA
245
Scarborough Advisors
Maryland
$328K +$307K +2,132 +5,200%
RAM
246
Riggs Asset Management
Pennsylvania
$328K +$312K +2,169 New
PHS
247
Pekin Hardy Strauss
Illinois
$319K +$304K +2,114 New
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$316K -$172K -1,197 -36%
FIM
249
FWL Investment Management
Texas
$316K -$68.9K -479 -19%
SWM
250
SFG Wealth Management
Maryland
$314K +$299K +2,081 New