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Get Institutions for : 
First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID)  
$120.78 1.58 (1.33%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 171    14
Total shares held : 
 3,923,987  
% of shares held : 
 4.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -58  
Amount of shares held : 
 -2,323,098  
% of shares held change : 
   -2.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $103.52  
Last Quarter's Ending Price : 
 $114.61  
Last Quarter's Average Price : 
 $106.14  
Change from last quarter's     
avg. price to the last closing  : 
14.64 (13.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 132,098
 3.37%
 
Increased Positions :
40
 172,515
 4.4%
 
Unchanged Positions :
32
 59,439
 1.51%
 
Decreased Positions :
84
-2,047,017
-52.17%
 
Closed Positions :
29
-580,694
-14.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1694 - 2024-03-31 464,581 $53,246,000 13,194
   WELLS FARGO & CO/MN 928 - 2024-03-31 254,928 $29,217,000 63,252
   UBS Group AG 1021 - 2024-03-31 243,455 $27,902,000 18,081
   Arlington Financial Advisors LLC 5 - 2024-03-31 212,170 $24,317,000 143,145
   AMERIPRISE FINANCIAL INC 1435 - 2024-03-31 138,500 $15,881,000 47,455
   Kestra Advisory Services LLC 227 - 2024-03-31 123,294 $14,131,000 15,915
   RAYMOND JAMES & ASSOCIATES 1309 - 2024-03-31 66,357 $7,605,000 17,931
   HPM Partners LLC 562 - 2024-03-31 59,652 $6,837,000 4,017
   CAPTRUST FINANCIAL ADVISORS 444 - 2024-03-31 53,089 $6,085,000 3,904
   Cetera Investment Advisers 901 - 2024-03-31 51,248 $5,874,000 29,739
   HIGHTOWER ADVISORS, LLC 887 - 2024-03-31 51,086 $5,855,000 2,176
   MANCHESTER FINANCIAL INC 16 - 2024-03-31 42,579 $4,880,000 1,098
   PFG Investments LLC 75 - 2024-03-31 40,786 $4,675,000 6,175
   MML INVESTORS SERVICES LLC 696 - 2024-03-31 38,233 $4,382,000 7,074
   CITIGROUP INC 1295 - 2024-03-31 37,970 $4,352,000 2,870
   Owen LaRue LLC 16 - 2024-03-31 28,116 $3,222,000 2,754
   MULTIFINANCIAL SECURITIES CORP 743 - 2024-03-31 20,548 $2,355,000 20,548
   WCG Wealth Advisors LLC 123 - 2024-03-31 17,533 $2,009,000 579
   Dunhill Financial LLC 16 - 2024-03-31 16,473 $1,884,000 601
   WealthBridge Capital Management LLC 40 - 2024-03-31 15,374 $1,762,000 1,798
   Flaharty Asset Management LLC 42 - 2024-03-31 13,870 $1,590,000 390
   Kingsview Wealth Management LLC 403 - 2024-03-31 12,916 $1,480,000 1,030
   WEDBUSH MORGAN SECURITIES INC 274 - 2024-03-31 12,725 $1,458,000 3,611
   Stegent Equity Advisors Inc. 23 - 2024-03-31 12,690 $1,454,000 113
   EUDAIMONIA ADVISORS LLC 38 - 2024-03-31 12,349 $1,415,000 4,251
   American Institute for Advanced Investment Managem 23 - 2024-03-31 11,850 $1,358,000 565
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 669 - 2024-03-31 11,429 $1,310,000 1,541
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 62 - 2024-03-31 9,686 $1,110,000 9,686
   HARBOUR INVESTMENTS INC. 345 - 2023-12-31 10,339 $1,083,000 6,963
   Concentrum Wealth Management 32 - 2024-03-31 7,724 $885,000 639
   Eudaimonia Partners LLC 122 - 2024-03-31 6,927 $794,000 155
   Claraphi Advisory Network LLC 106 - 2022-12-31 7,618 $665,000 2,224
   Steward Partners Investment Advisory LLC 957 - 2024-03-31 5,485 $629,000 536
   Apeiron RIA LLC 96 - 2024-03-31 5,449 $625,000 86
   BOURGEON CAPITAL MANAGEMENT LLC 76 - 2024-03-31 5,296 $607,000 639
   SRS Capital Advisors Inc. 143 - 2024-03-31 5,191 $595,000 2,419
   MARINER WEALTH ADVISORS, LLC 1933 - 2024-03-31 4,904 $562,000 1,509
   SIGNATURE SECURITIES GROUP CORPORATION 117 - 2024-03-31 4,844 $555,000 22
   CITADEL ADVISORS LLC 3647 - 2024-03-31 4,737 $543,000 4,737
   Collaborative Wealth Managment Inc. 84 - 2024-03-31 4,602 $527,000 5
   Outlook Wealth Advisors LLC 138 - 2024-03-31 4,338 $497,000 160
   Atomi Financial Group Inc. 349 - 2024-03-31 4,235 $485,000 186
   Sigma Planning Corp 812 - 2024-03-31 3,760 $431,000 3,760
   DAVIDSON D A & CO 1040 - 2024-03-31 3,672 $421,000 536
   Clarus Wealth Advisors 85 - 2024-03-31 3,557 $400,000 28
   CI INVESTMENTS INC 514 - 2024-03-31 3,452 $396,000 275
   Virtue Capital Management LLC 258 - 2024-03-31 3,295 $370,000 5
   Princeton Global Asset Management LLC 125 - 2024-03-31 3,155 $362,000 5
   Kraft Davis & Associates LLC 114 - 2024-03-31 2,317 $276,000 264
   PROSPERA FINANCIAL SERVICES 894 - 2023-12-31 2,526 $264,000 95
   SCOTIA CAPITAL INC. 715 - 2024-03-31 2,214 $254,000 26
   Perennial Investment Advisors LLC 280 - 2024-03-31 2,215 $254,000 2
   Aprio Wealth Management LLC 185 - 2024-03-31 2,190 $251,000 241
   Western Wealth Management LLC 585 - 2024-03-31 1,998 $229,000 4
   CREATIVE PLANNING 2515 - 2024-03-31 1,833 $210,000 1,833
   ICA Group Wealth Management LLC 275 - 2024-03-31 1,817 $208,000 670
   BANK OF MONTREAL /CAN/ 2736 - 2024-03-31 1,365 $157,000 1,255
   FMR LLC 3043 - 2024-03-31 1,043 $120,000 76
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1742 - 2024-03-31 1,028 $118,000 251
   PNC FINANCIAL SERVICES GROUP INC 2547 - 2024-03-31 969 $111,000 59
   FWL INVESTMENT MANAGEMENT LLC 77 - 2024-03-31 696 $80,000 10
   Banque Cantonale Vaudoise 753 - 2024-03-31 520 $60,000 200
   Spire Wealth Management 1280 - 2024-03-31 369 $42,000 24
   US BANCORP 2905 - 2024-03-31 250 $29,000 100
  64 Records found
  1    
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