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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
KFG Wealth Management
Indiana
$627K +$62.4K +407 +11%
NWWA
252
New Wave Wealth Advisors
Arkansas
$627K +$629K +4,099 New
CW
253
CreativeOne Wealth
Kansas
$626K +$105K +682 +20%
SEP
254
Signature Equity Partners
Ohio
$621K +$623K +4,058 New
D.E. Shaw & Co
255
D.E. Shaw & Co
New York
$621K -$1.05M -6,815 -63%
AAS
256
Ameritas Advisory Services
Nebraska
$620K +$486K +3,167 +358%
PWS
257
Proactive Wealth Strategies
Georgia
$614K -$6.6K -43 -1%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$602K +$14.7K +96 +3%
CIAS
259
Capital Investment Advisory Services
North Carolina
$594K +$42.2K +275 +8%
QCIG
260
Quad-Cities Investment Group
Iowa
$592K +$179K +1,169 +43%
FPGK
261
Financial Partners Group (Kansas)
Kansas
$590K +$549K +3,579 New
TCM
262
Tandem Capital Management
New Jersey
$589K +$591K +3,850 New
FIA
263
Foundations Investment Advisors
Arizona
$589K +$591K +3,849 New
BC
264
Barrett & Company
Rhode Island
$587K +$584K +3,805 +12,683%
SFC
265
Strategic Financial Concepts
Texas
$583K +$93.7K +611 +19%
IP
266
Ignite Planners
California
$582K +$160K +1,040 +42%
RFA
267
Resurgent Financial Advisors
Georgia
$578K +$61.4K +400 +12%
PSCM
268
Per Stirling Capital Management
Texas
$572K
IA
269
IFG Advisory
Georgia
$570K -$13.2K -86 -2%
FPAS
270
Focus Partners Advisor Solutions
Missouri
$569K -$186K -1,212 -25%
SMC
271
Smith, Moore & Co
Missouri
$567K +$216K +1,407 +61%
NP
272
Nilsine Partners
Colorado
$561K -$65.2K -425 -10%
FWM
273
Foguth Wealth Management
Michigan
$560K +$552K +3,596 New
AWM
274
Apollon Wealth Management
South Carolina
$558K +$342K +2,229 +158%
Koshinski Asset Management
275
Koshinski Asset Management
Illinois
$550K +$347K +2,264 +170%