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

189 hedge funds and large institutions have $535M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
65
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$30.1M
2
GWM
Gitterman Wealth Management
New Jersey
+$20.7M
3
AFA
Arlington Financial Advisors
California
+$16.4M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
5
Wells Fargo
Wells Fargo
California
+$7.25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$50.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.33M
4
CAM
Concorde Asset Management
Michigan
-$6.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
26
PFG Investments
New York
$4.67M +$708K +6,175 +18%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.38M +$811K +7,074 +23%
MD
28
Money Design
Japan
$4.36M -$942K -8,222 -18%
Citigroup
29
Citigroup
New York
$4.35M +$329K +2,870 +8%
Fidelity International
30
Fidelity International
Bermuda
$3.62M +$3.62M +31,581 New
MIH
31
Meitav Investment House
Israel
$3.6M – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.56M -$78.7K -687 -2%
PP
33
Prudential plc
United Kingdom
$3.55M +$3.55M +31,000 New
CAN
34
Cetera Advisor Networks
California
$3.42M -$119K -1,040 -3%
OL
35
Owen LaRue
Kentucky
$3.22M +$316K +2,754 +11%
BFWM
36
Bright Futures Wealth Management
New York
$2.61M +$2.61M +22,571 New
BSG
37
Black Swift Group
Colorado
$2.6M +$2.6M +22,664 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.6M -$3.27M -28,489 -56%
KFGK
39
Keystone Financial Group (Kentucky)
Kentucky
$2.37M -$4.01K -35 -0.2%
CA
40
Cetera Advisors
Colorado
$2.36M +$2.36M +20,548 New
TC
41
TAP Consulting
Missouri
$2.07M +$2.07M +18,059 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$2.06M -$16.2K -141 -0.8%
WWA
43
WCG Wealth Advisors
Nevada
$2.01M +$66.3K +579 +3%
DF
44
Dunhill Financial
United Kingdom
$1.88M +$68.8K +601 +4%
GVAG
45
Great Valley Advisor Group
Delaware
$1.85M -$41K -358 -2%
FHC
46
First Heartland Consultants
Missouri
$1.78M -$2.55M -22,259 -59%
WA
47
Waverly Advisors
Alabama
$1.78M – – –
WCM
48
WealthBridge Capital Management
Ohio
$1.76M +$206K +1,798 +13%
HI
49
Harbour Investments
Wisconsin
$1.62M +$435K +3,793 +37%
FAM
50
Flaharty Asset Management
Florida
$1.59M +$44.7K +390 +3%
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