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

156 hedge funds and large institutions have $354M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
50
Reduced
52
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
Barings
North Carolina
+$9.93M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.67M
3
UBS Group
UBS Group
Switzerland
+$4.59M
4
Morgan Stanley
Morgan Stanley
New York
+$4.48M
5
Wells Fargo
Wells Fargo
California
+$4.17M

Top Sellers

1
Jane Street
Jane Street
New York
-$13.1M
2
IWM
IHT Wealth Management
Illinois
-$5.63M
3
MD
Money Design
Japan
-$2.85M
4
AOG
Alpha Omega Group
Virginia
-$2.82M
5
OMC
Old Mission Capital
Illinois
-$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
76
Sheets Smith Wealth Management
North Carolina
$403K +$27.5K +282 +7%
HGERS
77
Householder Group Estate & Retirement Specialist
Arizona
$385K +$385K +3,942 New
WP
78
Wealthspan Partners
Iowa
$379K -$35.3K -361 -9%
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$371K +$29.6K +307 +9%
SPC
80
Sigma Planning Corp
Michigan
$367K -$34.3K -351 -9%
VWA
81
V Wealth Advisors
Kansas
$363K +$6.54K +67 +2%
CWA
82
Clarus Wealth Advisors
Arizona
$360K -$349K -3,692 -49%
AR
83
Apeiron RIA
Texas
$357K +$13.2K +135 +4%
GC
84
Guardian Capital
Ontario, Canada
$332K +$332K +3,399 New
DI
85
DFPG Investments
Utah
$327K – – –
AAS
86
Avantax Advisory Services
Texas
$322K -$3.61K -37 -1%
WCFA
87
Walkner Condon Financial Advisors
Wisconsin
$311K +$976 +10 +0.3%
PGAM
88
Princeton Global Asset Management
New Jersey
$307K -$24.1K -247 -7%
GDP
89
Great Diamond Partners
Maine
$291K +$7.81K +80 +3%
PWA
90
PCG Wealth Advisors
Kansas
$277K -$5.86K -60 -2%
SRWM
91
Shira Ridge Wealth Management
California
$272K -$96.7K -990 -26%
SIC
92
Salem Investment Counselors
North Carolina
$268K – – –
SOS
93
Silver Oak Securities
Tennessee
$266K +$266K +2,722 New
CI Investments Inc
94
CI Investments Inc
Ontario, Canada
$265K -$17.1K -175 -6%
GIA
95
Gladstone Institutional Advisory
Florida
$265K -$1.65M -16,898 -86%
FTUS
96
Flow Traders U.S.
New York
$251K +$251K +2,569 New
William Blair & Company
97
William Blair & Company
Illinois
$251K +$67.4K +690 +37%
VCM
98
Virtue Capital Management
Tennessee
$225K -$18.5K -195 -8%
NP
99
Nilsine Partners
Colorado
$219K +$219K +2,245 New
PIA
100
Perennial Investment Advisors
California
$216K +$216K +2,210 New
2 3
4
5 6