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

149 hedge funds and large institutions have $326M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+5
Holders Change %
+3.47%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
45
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$16.6M
2
Jane Street
2
Jane Street
New York
$13.2M
3
IWM
3
IHT Wealth Management
Illinois
$6.05M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$18.9M
5
OMC
5
Old Mission Capital
Illinois
$2.12M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.36M
2
CWM
2
Concentrum Wealth Management
California
$0
3
FFN
3
Focus Financial Network
Minnesota
$0
4
UBS Group
4
UBS Group
Switzerland
$19.2M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
26
Seaview Investment Managers
Florida
$2.11M -$10.6K -121 -0.5%
OL
27
Owen LaRue
Kentucky
$1.93M +$1.93M +21,727 New
CI
28
CX Institutional
Indiana
$1.92M -$257K -2,951 -12%
MIH
29
Meitav Investment House
Israel
$1.91M – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.85M +$82.4K +945 +5%
SEA
31
Stegent Equity Advisors
Texas
$1.74M +$1.74M +19,999 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.74M -$65.1K -746 -4%
GIA
33
Gladstone Institutional Advisory
Florida
$1.71M +$154K +1,765 +10%
WWA
34
WCG Wealth Advisors
Nevada
$1.69M +$114K +1,309 +7%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1.62M +$264K +3,030 +20%
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.59M -$355K -4,068 -18%
SCA
37
Snowden Capital Advisors
New York
$1.56M -$45K -516 -3%
NA
38
NewEdge Advisors
Louisiana
$1.55M +$333K +4,514 +27%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.42M -$35K -401 -2%
KIA
40
Kraematon Investment Advisors
Massachusetts
$1.4M +$65.3K +749 +5%
WA
41
Waverly Advisors
Alabama
$1.35M – – –
BHB
42
Bank Hapoalim BM
Israel
$1.34M -$149K -1,710 -10%
RG
43
Rathbones Group
United Kingdom
$1.25M +$99.4K +1,139 +9%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.24M -$69.4K -796 -5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.15M +$473K +5,428 +70%
WS
46
Wedbush Securities
California
$1.15M -$132K -1,513 -10%
WCM
47
WealthBridge Capital Management
Ohio
$1.13M +$27K +310 +2%
OC
48
Oppenheimer & Co
New York
$1.09M -$22.5K -258 -2%
AIFAIM
49
American Institute for Advanced Investment Management
Arizona
$917K +$12.4K +142 +1%
SC
50
Scotia Capital
Ontario, Canada
$908K -$24.7K -283 -3%
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