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

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$321K
2
Ameriprise
2
Ameriprise
Minnesota
$9.53M
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
GWM
4
Gitterman Wealth Management
New Jersey
$20M
5
MD
5
Money Design
Japan
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
51
WCG Wealth Advisors
Nevada
$2.18M +$158K +1,363 +8%
BAAM
52
Baker Avenue Asset Management
California
$2.11M +$2.11M +18,226 New
PC
53
Pecaut & Co
Iowa
$2.08M +$2.08M +17,965 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$2.07M -$12.6K -109 -0.6%
GVAG
55
Great Valley Advisor Group
Delaware
$2.04M +$177K +1,535 +10%
WCM
56
WealthBridge Capital Management
Ohio
$2.02M +$241K +2,085 +14%
TC
57
TAP Consulting
Missouri
$2M -$87.1K -754 -4%
HI
58
Harbour Investments
Wisconsin
$1.93M +$297K +2,568 +18%
DF
59
Dunhill Financial
United Kingdom
$1.87M -$36.6K -317 -2%
WA
60
Waverly Advisors
Alabama
$1.79M – – –
CAG
61
Csenge Advisory Group
Florida
$1.71M +$1.71M +14,822 New
SCM
62
Sage Capital Management
New Jersey
$1.68M +$94.2K +815 +6%
CAL
63
Capital Analysts LLC
Pennsylvania
$1.64M +$41K +355 +3%
KWM
64
Kingsview Wealth Management
Oregon
$1.61M +$115K +994 +8%
KIA
65
Kraematon Investment Advisors
Massachusetts
$1.58M -$16.5K -143 -1%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$1.57M +$732K +6,332 +88%
GC
67
Guardian Capital
Ontario, Canada
$1.56M +$574K +4,965 +58%
WS
68
Wedbush Securities
California
$1.55M +$76.1K +658 +5%
SEA
69
Stegent Equity Advisors
Texas
$1.54M +$77.9K +674 +5%
RG
70
Rathbones Group
United Kingdom
$1.47M -$109K -945 -7%
JSW
71
Journey Strategic Wealth
New Jersey
$1.46M +$762K +6,595 +109%
PCOTEOTHU
72
Provident Company of the Employees of the Hebrew University
Israel
$1.46M – – –
AIFAIM
73
American Institute for Advanced Investment Management
Arizona
$1.38M +$5.43K +47 +0.4%
SWP
74
Stratos Wealth Partners
Ohio
$1.34M +$375K +3,245 +39%
OC
75
Oppenheimer & Co
New York
$1.3M +$9.59K +83 +0.7%
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3
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