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

291 hedge funds and large institutions have $1.21B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
131
Reduced
71
Closed
33
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
+$45K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$46.5M
2
Bank of America
Bank of America
North Carolina
+$32.9M
3
Jane Street
Jane Street
New York
+$19.6M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
LPL Financial
LPL Financial
California
+$11.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.4M
2
PP
Prudential plc
United Kingdom
-$8.35M
3
CAG
Csenge Advisory Group
Florida
-$8.12M
4
Cerity Partners
Cerity Partners
New York
-$7.23M
5
3F
360 Financial
Minnesota
-$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
KV
51
Kickstand Ventures
New York
$3.16M +$75.8K +670 +2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.15M +$831K +7,348 +36%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$3.12M +$1.25M +10,960 +67%
TPA
54
Trivium Point Advisory
Connecticut
$3.12M -$68.4K -605 -2%
TWM
55
TCFG Wealth Management
California
$3.06M +$503K +4,445 +20%
WCM
56
WealthBridge Capital Management
Ohio
$3.06M +$316K +2,797 +12%
PC
57
Pecaut & Co
Iowa
$2.92M +$190K +1,678 +7%
BWL
58
Bogart Wealth LLC
Virginia
$2.91M +$181K +1,601 +7%
AssetMark Inc
59
AssetMark Inc
California
$2.87M -$83.4M -737,149 -97%
PWA
60
PCG Wealth Advisors
Kansas
$2.71M +$2.28M +20,175 +533%
Truist Financial
61
Truist Financial
North Carolina
$2.61M -$2.87M -25,357 -52%
PCIA
62
Prime Capital Investment Advisors
Kansas
$2.58M +$46.5K +411 +2%
MD
63
Money Design
Japan
$2.54M -$104K -921 -4%
QC
64
Quadrature Capital
United Kingdom
$2.45M +$2.45M +21,673 New
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$2.41M +$64.9K +574 +3%
RA
66
RFG Advisory
Alabama
$2.29M +$2.29M +20,252 New
DF
67
Dunhill Financial
United Kingdom
$2.26M +$93.1K +824 +4%
ES
68
Eagle Strategies
New York
$2.21M -$545K -4,815 -20%
SAM
69
Strive Asset Management
Ohio
$2.15M +$2.15M +18,992 New
NA
70
NewEdge Advisors
Louisiana
$2.14M +$91.3K +807 +4%
P
71
&Partners
Tennessee
$2.13M +$607K +5,308 +40%
BEI
72
Benjamin Edwards Inc
Missouri
$2.05M -$129K -1,143 -6%
RG
73
Rathbones Group
United Kingdom
$1.94M -$34.2K -302 -2%
SPIA
74
Steward Partners Investment Advisory
New York
$1.88M +$57.9K +512 +3%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$1.88M +$180K +1,590 +11%
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