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

234 hedge funds and large institutions have $783M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+45
Holders Change %
+23.81%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
90
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$95.9M
2
Morgan Stanley
Morgan Stanley
New York
$74.6M
3
Bank of America
Bank of America
North Carolina
$56.7M
4
BHB
Bank Hapoalim BM
Israel
$12.3M
5
LPL Financial
LPL Financial
California
$48.5M

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$321K
2
Ameriprise
Ameriprise
Minnesota
$9.53M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
4
GWM
Gitterman Wealth Management
New Jersey
$20M
5
MD
Money Design
Japan
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
Aprio Wealth Management
Georgia
$6.24M +$5.99M +51,827 +2,367%
Fidelity International
27
Fidelity International
Bermuda
$5.77M +$2.11M +18,142 +57%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$5.68M +$3.06M +26,469 +117%
CAM
29
Concorde Asset Management
Michigan
$5.5M +$5.5M +47,613 New
MML Investors Services
30
MML Investors Services
Massachusetts
$5.43M +$1.01M +8,734 +23%
DS
31
Dudley & Shanley
Florida
$5.42M – – –
Stifel Financial
32
Stifel Financial
Missouri
$5.33M -$190K -1,645 -3%
Citigroup
33
Citigroup
New York
$5.24M +$856K +7,408 +20%
MF
34
Manchester Financial
California
$4.99M +$72.5K +627 +1%
BSG
35
Black Swift Group
Colorado
$4.93M +$2.31M +20,012 +88%
PI
36
PFG Investments
New York
$4.78M +$68.2K +590 +1%
ACP
37
Aveo Capital Partners
Colorado
$3.77M +$3.77M +32,613 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.7M +$110K +955 +3%
AWM
39
Ameliora Wealth Management
Switzerland
$3.69M +$3.69M +31,931 New
MIH
40
Meitav Investment House
Israel
$3.63M – – –
MD
41
Money Design
Japan
$3.54M -$853K -7,378 -19%
FTUS
42
Flow Traders U.S.
New York
$3.53M +$3.53M +30,558 New
OL
43
Owen LaRue
Kentucky
$3.42M +$171K +1,477 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.39M +$3.39M +29,372 New
ES
45
Eagle Strategies
New York
$2.98M +$2.98M +25,754 New
TPA
46
Trivium Point Advisory
Connecticut
$2.86M +$2.86M +24,738 New
BFWM
47
Bright Futures Wealth Management
New York
$2.54M -$10.4K -92 -0.4%
BWL
48
Bogart Wealth LLC
Virginia
$2.5M +$2.5M +21,593 New
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$2.38M +$2.37M +20,512 +18,647%
FAM
50
Flaharty Asset Management
Florida
$2.36M +$762K +6,592 +48%
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