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

173 hedge funds and large institutions have $490M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
32
Increased
60
Reduced
49
Closed
14
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$273K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
2
B
Barings
North Carolina
+$9.18M
3
PS
Portfolio Strategies
New York
+$8.79M
4
3F
360 Financial
Minnesota
+$7.42M
5
Wells Fargo
Wells Fargo
California
+$7.32M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.99M
3
HI
Harbour Investments
Wisconsin
-$3.15M
4
SI
Stephens Inc
Arkansas
-$1.65M
5
MD
Money Design
Japan
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$1.26M +$31.1K +296 +3%
GCA
52
Greenwood Capital Associates
South Carolina
$1.17M +$1.17M +11,172 New
FHA
53
Flagship Harbor Advisors
Massachusetts
$1.07M -$204K -1,939 -16%
SWP
54
Stratos Wealth Partners
Ohio
$1.07M +$458K +4,359 +75%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.05M +$1.05M +9,997 New
AIFAIM
56
American Institute for Advanced Investment Management
Arizona
$1.04M +$131K +1,250 +14%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$960K -$47.1K -448 -5%
SI
58
Stephens Inc
Arkansas
$935K -$1.65M -15,662 -64%
AWM
59
AE Wealth Management
Kansas
$928K -$17.1K -163 -2%
BCM
60
Barometer Capital Management
Ontario, Canada
$890K +$890K +8,470 New
KWM
61
Kingsview Wealth Management
Oregon
$889K +$47.6K +453 +6%
Vontobel Holding
62
Vontobel Holding
Switzerland
$882K +$384K +3,650 +77%
CA
63
Corrado Advisors
New Jersey
$848K +$46.5K +442 +6%
HighTower Advisors
64
HighTower Advisors
Illinois
$777K +$105K +993 +16%
CA
65
CoreCap Advisors
Michigan
$759K +$759K +7,217 New
MOS
66
MGO One Seven
Ohio
$719K +$719K +6,842 New
PP
67
Prudential plc
United Kingdom
$715K +$715K +6,800 New
CIBC World Market
68
CIBC World Market
Ontario, Canada
$705K -$12.2K -116 -2%
SFPG
69
Stonebridge Financial Planning Group
Florida
$700K -$15.8K -150 -2%
Goldman Sachs
70
Goldman Sachs
New York
$653K +$653K +6,212 New
EA
71
Eudaimonia Advisors
Tennessee
$645K -$29.5K -281 -4%
PI
72
PFG Investments
New York
$635K -$24.5K -233 -4%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$579K +$43.8K +417 +8%
DADC
74
D.A. Davidson & Co
Montana
$575K -$1.89K -18 -0.3%
SF
75
Synovus Financial
Georgia
$566K -$6.1K -58 -1%
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3
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