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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
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Overview Fund Activity

309 hedge funds and large institutions have $1.53B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 129 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+18
Holders Change %
+6.19%
% of All Funds
4.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
129
Reduced
86
Closed
28
Calls
$584K
Puts
–
Net Calls
+$584K
Net Calls Change
+$539K

Top Buyers

1
LPL Financial
LPL Financial
California
$124M
2
Fidelity International
Fidelity International
Bermuda
$24.5M
3
Morgan Stanley
Morgan Stanley
New York
$210M
4
Bank of America
Bank of America
North Carolina
$166M
5
MWM
Modern Wealth Management
Kansas
$8.16M

Top Sellers

1
Jane Street
Jane Street
New York
$3.36M
2
FTUS
Flow Traders U.S.
New York
$0
3
BCP
Blue Chip Partners
Michigan
$0
4
NSLI
Nan Shan Life Insurance
Taiwan
$4.17M
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
Stablepoint Partners
Massachusetts
$221K +$221K +1,591 New
PAG
227
Private Advisory Group
Washington
$220K +$220K +1,584 New
IWA
228
Icon Wealth Advisors
Texas
$220K +$5.84K +42 +3%
WWM
229
Western Wealth Management
Colorado
$219K -$64.8K -466 -23%
NFP
230
Narus Financial Partners
Utah
$218K +$218K +1,567 New
ODIJL
231
One Day In July LLC
Vermont
$217K +$217K +1,561 New
TA
232
TFB Advisors
Kansas
$216K +$216K +1,554 New
SIC
233
Salem Investment Counselors
North Carolina
$215K -$108K -780 -33%
CIG
234
Cascade Investment Group
Colorado
$209K +$209K +1,503 New
NA
235
Nautilus Advisors
California
$209K +$209K +1,500 New
TA
236
TrueWealth Advisors
Alabama
$208K +$208K +1,494 New
CP
237
Clarendon Private
Massachusetts
$207K +$207K +1,489 New
AI
238
Atria Investments
North Carolina
$207K +$207K +1,486 New
SMC
239
Smith, Moore & Co
Missouri
$204K +$204K +1,465 New
GPW
240
Gentry Private Wealth
Kansas
$204K +$204K +1,465 New
PA
241
Parallel Advisors
California
$170K +$73.1K +526 +75%
AIP
242
Ameritas Investment Partners
Nebraska
$170K +$73.8K +531 +77%
CAM
243
Close Asset Management
United Kingdom
$165K +$165K +1,187 New
RFG
244
REAP Financial Group
Texas
$163K +$417 +3 +0.3%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$163K – – –
FNWA
246
Financial Network Wealth Advisors
Utah
$158K -$80.6K -580 -34%
BTI
247
Blue Trust Inc
Georgia
$153K – – –
RF
248
Rossby Financial
Florida
$151K – – –
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$146K – – –
CF
250
Centaurus Financial
California
$120K -$4.16K -30 -3%
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