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Get Institutions for : 
First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID)  
$121.53 1.80 (1.5%) as of 4:30 Wed 5/15


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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 : 
 $92.23  
Last Quarter's Ending Price : 
 $104.71  
Last Quarter's Average Price : 
 $94.58  
Change from last quarter's     
avg. price to the last closing  : 
26.95 (28.49%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Gitterman Wealth Management LLC 4 *New 2024-03-31 180,971 $20,742,000 180,971
   Mivtachim The Workers Social Insurance Fund Ltd. ( *New 2024-03-31 130,000 $14,899,000 130,000
   CAPTRUST FINANCIAL ADVISORS 550 *New 2023-12-31 49,185 $5,150,000 49,185
   TAP Consulting LLC 64 *New 2024-03-31 18,059 $2,070,000 18,059
   Dunhill Financial LLC 15 *New 2023-12-31 15,872 $1,559,000 15,872
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1115 *New 2023-09-30 7,285 $684,000 7,285
   All Season Financial Advisors Inc. 89 *New 2024-03-31 3,000 $344,000 3,000
   Merit Financial Group LLC 693 *New 2024-03-31 2,724 $313,000 2,724
   Clear Creek Financial Management LLC 337 *New 2024-03-31 2,508 $287,000 2,508
   SILVIA MCCOLL WEALTH MANAGEMENT LLC 96 *New 2024-03-31 2,115 $238,000 2,115
   Stablepoint Partners LLC 227 *New 2024-03-31 1,847 $212,000 1,847
   Kraft Davis & Associates LLC 128 *New 2023-12-31 2,053 $207,000 2,053
   Nilsine Partners LLC 324 *New 2024-03-31 1,793 $205,000 1,793
   Nalls Sherbakoff Group LLC 242 *New 2023-12-31 160 $17,000 160
   Parallel Advisors LLC 2151 *New 2024-03-31 120 $14,000 120
   Coppell Advisory Solutions LLC 949 *New 2023-12-31 84 $9,000 84
   NORTH STAR INVESTMENT MANAGEMENT CORP. 909 *New 2024-03-31 59 $7,000 59
   BESSEMER GROUP INC 1698 *New 2023-12-31 56 $6,000 56
   Anfield Capital Management LLC 208 *New 2024-03-31 42 $5,000 42
   PFS Partners LLC 394 *New 2024-03-31 29 $3,000 29
  20 Records found
  1    
  Page 1 of 1
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