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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
AAS
401
Annex Advisory Services
Wisconsin
$494K +$149K +793 +44%
PHAM
402
Palisades Hudson Asset Management
Florida
$492K +$132K +704 +38%
WMA
403
Wealth Management Associates
New Jersey
$491K +$132K +703 +38%
GWS
404
Greykasell Wealth Strategies
California
$482K +$268K +1,427 +132%
FWM
405
Foguth Wealth Management
Michigan
$482K -$29.1K -155 -5%
ALS
406
Andrew L. Share
$477K – – –
JSL
407
JT Stratford LLC
Georgia
$477K +$467K +2,489 New
TCWM
408
Total Clarity Wealth Management
Illinois
$476K +$37.2K +198 +9%
JIC
409
Johnson Investment Counsel
Ohio
$474K +$77.2K +411 +20%
BCM
410
Brookstone Capital Management
Illinois
$472K +$463K +2,463 New
PWP
411
Principle Wealth Partners
Connecticut
$471K – – –
RIA
412
Regal Investment Advisors
Michigan
$464K +$455K +2,421 New
BPFA
413
Barnes Pettey Financial Advisors
Mississippi
$461K +$16.2K +86 +4%
E
414
Entelevest
Florida
$455K +$42.8K +228 +11%
CIG
415
Cascade Investment Group
Colorado
$452K +$9.2K +49 +2%
ITG
416
Index Technologies Group
New York
$450K +$441K +2,346 New
GWM
417
Geneos Wealth Management
Colorado
$445K +$40.6K +216 +10%
RIS
418
Richmond Investment Services
Wisconsin
$442K -$225K -1,197 -34%
WCM
419
Wealthcare Capital Management
Virginia
$438K -$9.95K -53 -2%
EWA
420
EP Wealth Advisors
California
$435K +$121K +646 +40%
TFM
421
Trademark Financial Management
Minnesota
$428K – – –
CA
422
Clune & Associates
Illinois
$427K -$14.1K -75 -3%
HP
423
Holistic Planning
Texas
$420K +$411K +2,189 New
4WM
424
4J Wealth Management
Virginia
$415K – – –
TA
425
TrueWealth Advisors
Alabama
$414K +$188 +1 +0%
15 16
17
18 19