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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$853K -$34.4K -287 -4%
WIP
127
WealthCare Investment Partners
Rhode Island
$837K +$906K +7,570 New
SWM
128
SeaCrest Wealth Management
New York
$828K -$696K -5,813 -44%
AAP
129
Arax Advisory Partners
Colorado
$814K -$23.9K -200 -3%
GS
130
GTS Securities
Florida
$805K -$2.42M -20,190 -74%
PFS
131
Prospera Financial Services
Texas
$794K +$388K +3,238 +86%
FHA
132
Flagship Harbor Advisors
Massachusetts
$774K -$70.3K -587 -8%
FA
133
Flagstar Advisors
New York
$731K +$194K +1,624 +34%
MFIM
134
Mesirow Financial Investment Management
Illinois
$708K +$64.4K +538 +9%
MCWS
135
McKinley Carter Wealth Services
West Virginia
$698K -$294K -2,458 -28%
CRC
136
Curi RMB Capital
Illinois
$681K +$721K +6,019 New
CA
137
CoreCap Advisors
Michigan
$660K +$94.8K +792 +16%
SL
138
Sentinus LLC
Illinois
$638K -$200K -1,673 -23%
UAG
139
United Advisor Group
Ohio
$625K +$59K +493 +10%
DADC
140
D.A. Davidson & Co
Montana
$624K -$94.1K -786 -12%
WCP
141
Wealthcare Capital Partners
Pennsylvania
$616K +$652K +5,444 New
AR
142
Apeiron RIA
Texas
$596K -$40.7K -340 -6%
SFPG
143
Stonebridge Financial Planning Group
Florida
$594K
NEWAS
144
N.E.W. Advisory Services
Wisconsin
$583K +$248K +2,071 +67%
SFC
145
Strategic Financial Concepts
Texas
$579K +$203K +1,697 +50%
PWS
146
Proactive Wealth Strategies
Georgia
$574K -$7.66K -64 -1%
PFG
147
Prosperity Financial Group
California
$573K +$139K +1,158 +30%
ET
148
Equitable Trust
Tennessee
$559K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$556K +$73.4K +613 +14%
OWA
150
Outlook Wealth Advisors
Texas
$540K +$91.6K +765 +19%