Snapshot holdings
#
1Nilsine Partners, LLC$1.3M
2NWAM LLC$1.1M
3PFG Investments, LLC$663.6K
4Onyx Bridge Wealth Group LLC$650.4K
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$537.5K
6PARK NATIONAL CORP /OH/$434.5K
7United Asset Strategies, Inc.$352.3K
8CENTRAL VALLEY ADVISORS, LLC$348.9K
9Financial Partners Group, Inc$347.3K
10Factor Wealth Management LTD$334.7K
11PFG Advisors$305.6K
12TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV$278.2K
13Arbor Investment Advisors, LLC$263.2K
14Prospera Financial Services Inc$214.5K
15PARSONS CAPITAL MANAGEMENT INC/RI$202.4K
16Farther Finance Advisors, LLC$180.5K
17SBI Securities Co., Ltd.$158.2K
18TOTH FINANCIAL ADVISORY CORP$111.6K
19LANARK FINANCIAL, INC.$82.0K
20HARBOR INVESTMENT ADVISORY, LLC$55.2K
21KERR FINANCIAL PLANNING Corp$48.1K
22Ritter Daniher Financial Advisory LLC / DE$30.9K
23EVOLUTION WEALTH MANAGEMENT INC.$30.7K
24ELEVATION WEALTH PARTNERS, LLC$22.6K
25CITY HOLDING CO$22.4K
26IFP Advisors, Inc$22.0K
27ADIRONDACK TRUST CO$21.8K
28Ares Financial Consulting, LLC$12.3K
29BARTLETT & CO. WEALTH MANAGEMENT LLC$12.3K
30Financial Perspectives, Inc$9.4K
31BARRETT & COMPANY, INC.$6.1K
32INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$6.0K
33Strategic Investment Solutions, Inc. /IL$4.5K
34VIMA LLC$4.1K
35Capital Investment Advisory Services, LLC$2.0K
36SIGNATUREFD, LLC$1.9K
37JNBA Financial Advisors$1.7K
38Colorado Capital Management, Inc.$1.0K
39CX Institutional$279
40First PREMIER Bank$103
41TSFG, LLC$7
Manager changes
#
1+$214.5K
2+$202.4K
3
NWAM LLC
+$190.4K
4+$169.8K
5+$162.2K
6+$117.2K
7+$109.3K
8+$100.5K
9+$91.9K
10+$84.1K
11+$70.6K
12+$67.4K
13+$57.9K
14+$50.7K
15+$41.6K
16+$39.9K
17+$30.7K
18+$23.9K
19+$18.1K
20+$13.4K
21+$7.5K
22+$6.0K
23+$5.5K
24+$5.4K
25+$5.3K
26+$5.3K
27+$2.8K
28+$2.3K
29+$2.0K
30+$1.9K
31+$1.1K
32+$548
33+$460
34+$401
35+$196
36+$53
37+$25
38
TSFG, LLC
+$2
39-$3.2K
40-$4.4K
41-$9.1K
42-$21.5K
Filing Research | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND Institutional Holdings