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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
401
Revisor Wealth Management
Ohio
$293K +$23.3K +140 +8%
AAS
402
Annex Advisory Services
Wisconsin
$292K +$297K +1,786 New
PAG
403
Private Advisory Group
Washington
$288K +$34.9K +210 +14%
VFA
404
Voya Financial Advisors
Connecticut
$284K +$296K +1,779 New
GDP
405
Great Diamond Partners
Maine
$279K +$5.65K +34 +2%
IWA
406
Icon Wealth Advisors
Texas
$277K
ODIJL
407
One Day In July LLC
Vermont
$276K -$7.81K -47 -3%
TPWA
408
Twin Peaks Wealth Advisors
California
$276K +$280K +1,685 New
RPGK
409
Retirement Planning Group (Kansas)
Kansas
$275K +$280K +1,683 New
NFP
410
Narus Financial Partners
Utah
$274K -$146K -876 -34%
Allspring Global Investments
411
Allspring Global Investments
North Carolina
$273K
FPL
412
Fortress Private Ledger
North Carolina
$269K +$273K +1,643 New
Franklin Resources
413
Franklin Resources
California
$268K +$49.9K +300 +22%
National Bank of Canada
414
National Bank of Canada
Quebec, Canada
$267K +$105K +631 +63%
EWA
415
EP Wealth Advisors
California
$265K +$270K +1,622 New
AL
416
ARWA LLC
Texas
$262K +$247K +1,485 New
AIP
417
Ameritas Investment Partners
Nebraska
$261K +$9.14K +55 +4%
BFG
418
Baron Financial Group
New Jersey
$261K +$21.8K +131 +9%
UBS AM
419
UBS AM
Illinois
$254K +$74.5K +448 +41%
CF
420
Claris Financial
Virginia
$253K +$257K +1,548 New
GSEP
421
Golden State Equity Partners
California
$253K +$257K +1,547 New
CP
422
Clarendon Private
Massachusetts
$251K +$166 +1 +0.1%
GCP
423
Guardian Capital (Pennsylvania)
Pennsylvania
$249K +$253K +1,520 New
TWP
424
Tempus Wealth Planning
California
$248K +$252K +1,519 New
AWC
425
Adamsbrown Wealth Consultants
Kansas
$248K +$20.6K +124 +9%