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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
301
Clearwater Capital Advisors
Illinois
$409K +$15.3K +100 +4%
GRP
302
Global Retirement Partners
California
$402K +$1.53K +10 +0.4%
CAM
303
Concorde Asset Management
Michigan
$393K +$188K +1,225 +91%
NFP
304
Narus Financial Partners
Utah
$391K +$17K +111 +5%
CAM
305
Cresset Asset Management
Illinois
$387K +$77.3K +504 +25%
ALS
306
Andrew L. Share
$381K – – –
PWP
307
Principle Wealth Partners
Connecticut
$376K – – –
GWM
308
Greenwich Wealth Management
Connecticut
$369K +$50.6K +330 +16%
WCM
309
Wealthcare Capital Management
Virginia
$366K +$367K +2,392 New
SA
310
Sacks & Associates
New Jersey
$361K +$362K +2,357 New
GVCM
311
Global View Capital Management
Wisconsin
$353K +$13.3K +87 +4%
OIA
312
OneDigital Investment Advisors
Kansas
$349K +$350K +2,282 New
KIA
313
KCM Investment Advisors
California
$344K +$345K +2,249 New
AIM
314
Acropolis Investment Management
Missouri
$339K +$340K +2,218 New
IA
315
Insight Advisors
Pennsylvania
$338K -$14.9K -97 -4%
RAM
316
Riggs Asset Management
Pennsylvania
$332K – – –
TA
317
TrueWealth Advisors
Alabama
$330K +$331K +2,159 New
PTC
318
Private Trust Company
Ohio
$327K +$190K +1,241 +138%
IAS
319
Insigneo Advisory Services
Florida
$320K +$321K +2,093 New
BCI
320
Brinker Capital Investments
Pennsylvania
$320K +$107K +698 +50%
FPWM
321
FSB Premier Wealth Management
Iowa
$317K +$318K +2,071 New
PEWA
322
Pacific Excel Wealth Advisors
California
$310K +$311K +2,029 New
CF
323
Carlson Financial
Oregon
$310K +$310K +2,023 New
DAS
324
Dynamic Advisor Solutions
Arizona
$309K +$310K +2,022 New
NI
325
Natural Investments
California
$308K +$310K +2,019 New
11 12
13
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