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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
176
Princeton Global Asset Management
New Jersey
$378K +$373 +3 +0.1%
TFM
177
Trademark Financial Management
Minnesota
$370K -$70.1K -563 -15%
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$367K +$111K +891 +41%
ASN
179
Advisory Services Network
Georgia
$364K -$108K -867 -22%
CWA
180
Clarus Wealth Advisors
Arizona
$364K -$10.2K -82 -3%
Renaissance Technologies
181
Renaissance Technologies
New York
$358K +$373K +3,000 New
GWP
182
Gateway Wealth Partners
Wisconsin
$356K +$117K +940 +46%
KDA
183
Kraft Davis & Associates
Missouri
$355K +$84.8K +681 +30%
SC
184
Scotia Capital
Ontario, Canada
$353K +$38.3K +308 +12%
PCM
185
Presidio Capital Management
California
$353K +$80.9K +650 +28%
TPW
186
Transatlantique Private Wealth
New York
$348K +$109K +872 +43%
KWM
187
KFG Wealth Management
Indiana
$339K +$87.5K +703 +33%
GWM
188
GK Wealth Management
Nevada
$324K +$338K +2,715 New
LIS
189
Legacy Investment Solutions
Idaho
$311K +$180K +1,444 +127%
LWMI
190
Legacy Wealth Management (Idaho)
Idaho
$311K +$180K +1,444 +127%
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$311K +$324K +2,604 New
WEG
192
World Equity Group
Illinois
$310K +$62K +498 +24%
CWM
193
Cornerstone Wealth Management
Missouri
$307K +$320K +2,569 New
PWP
194
Principle Wealth Partners
Connecticut
$305K +$373 +3 +0.1%
ALS
195
Andrew L. Share
$297K
CCA
196
Clearwater Capital Advisors
Illinois
$293K +$41.4K +333 +16%
SIC
197
Salem Investment Counselors
North Carolina
$278K -$73.4K -590 -20%
FIA
198
Foundations Investment Advisors
Arizona
$270K +$282K +2,263 New
GLA
199
Good Life Advisors
Pennsylvania
$266K +$56K +450 +25%
PIA
200
Perennial Investment Advisors
California
$264K