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

179 hedge funds and large institutions have $587M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 31 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
75
Reduced
31
Closed
27
Calls
$254K
Puts
$94K
Net Calls
+$160K
Net Calls Change
-$113K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$102M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.4M
3
Jane Street
3
Jane Street
New York
$16.1M
4
B
4
Barings
North Carolina
$29.2M
5
AFA
5
Arlington Financial Advisors
California
$10.7M

Top Sellers

1
MTWSIF
1
Mivtachim The Workers Social Insurance Fund
Israel
$0
2
PS
2
Portfolio Strategies
New York
$8.35M
3
3F
3
360 Financial
Minnesota
$0
4
MD
4
Money Design
Japan
$5.24M
5
AG
5
Ascent Group
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$1.36M +$406K +4,322 +42%
RG
52
Rathbones Group
United Kingdom
$1.3M -$40.1K -427 -3%
Citadel Advisors
53
Citadel Advisors
Florida
$1.29M +$1.29M +13,773 New
CAL
54
Capital Analysts LLC
Pennsylvania
$1.29M +$1.1M +11,674 +573%
FAM
55
Flaharty Asset Management
Florida
$1.28M +$1.28M +13,636 New
WS
56
Wedbush Securities
California
$1.28M +$61.1K +651 +5%
ASN
57
Advisory Services Network
Georgia
$1.23M +$1.23M +13,129 New
OMC
58
Old Mission Capital
Illinois
$1.23M +$1.23M +13,090 New
IWM
59
IHT Wealth Management
Illinois
$1.17M +$45K +479 +4%
WCM
60
WealthBridge Capital Management
Ohio
$1.16M +$25.7K +274 +2%
AIFAIM
61
American Institute for Advanced Investment Management
Arizona
$1.13M +$157K +1,599 +16%
GCA
62
Greenwood Capital Associates
South Carolina
$1.06M +$7.61K +81 +0.7%
KWM
63
Kingsview Wealth Management
Oregon
$1.05M +$253K +2,690 +32%
FHA
64
Flagship Harbor Advisors
Massachusetts
$1.01M +$49K +522 +5%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$945K +$87.6K +933 +10%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$939K +$94 +1 +0%
BHB
67
Bank Hapoalim BM
Israel
$912K -$251K -2,670 -22%
AWM
68
AE Wealth Management
Kansas
$903K +$74K +788 +9%
EA
69
Eudaimonia Advisors
Tennessee
$859K +$283K +3,010 +49%
CA
70
Corrado Advisors
New Jersey
$845K +$87.6K +933 +12%
EP
71
Eudaimonia Partners
Tennessee
$738K +$269K +2,866 +57%
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$684K +$684K +7,285 New
PI
73
PFG Investments
New York
$668K +$101K +1,072 +18%
MOS
74
MGO One Seven
Ohio
$622K -$20.7K -220 -3%
SFPG
75
Stonebridge Financial Planning Group
Florida
$606K -$19.2K -205 -3%
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3
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