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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 %
BCMIO
76
Beacon Capital Management Inc (Ohio)
Ohio
$526K – – –
EP
77
Eudaimonia Partners
Tennessee
$525K +$13.8K +131 +3%
ET
78
Equitable Trust
Tennessee
$519K – – –
CIAS
79
Capital Investment Advisory Services
North Carolina
$489K +$489K +4,650 New
CWM
80
Collaborative Wealth Management
Florida
$483K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$481K – – –
GC
82
Guardian Capital
Ontario, Canada
$481K +$123K +1,173 +35%
AR
83
Apeiron RIA
Texas
$458K +$73.8K +702 +19%
VCM
84
Vivaldi Capital Management
Illinois
$456K – – –
FA
85
Flagstar Advisors
New York
$430K -$62.2K -592 -13%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$406K +$1.99K +19 +0.5%
HI
87
Harbour Investments
Wisconsin
$396K -$3.15M -30,015 -89%
VWA
88
V Wealth Advisors
Kansas
$389K -$1.89K -18 -0.5%
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$387K +$51.5K +490 +15%
WP
90
Wealthspan Partners
Iowa
$386K -$21.7K -206 -5%
Mariner
91
Mariner
Kansas
$377K -$137K -1,304 -27%
DI
92
DFPG Investments
Utah
$375K +$14.7K +137 +4%
KFGK
93
Keystone Financial Group (Kentucky)
Kentucky
$363K +$363K +3,453 New
CWA
94
Clarus Wealth Advisors
Arizona
$358K -$35.3K -342 -9%
SOS
95
Silver Oak Securities
Tennessee
$354K +$67.6K +643 +24%
GIA
96
Gladstone Institutional Advisory
Florida
$341K +$55.9K +532 +20%
PGAM
97
Princeton Global Asset Management
New Jersey
$330K +$105 +1 +0%
VCM
98
Virtue Capital Management
Tennessee
$322K +$75.3K +725 +31%
SPC
99
Sigma Planning Corp
Michigan
$311K -$84.7K -806 -21%
SIC
100
Salem Investment Counselors
North Carolina
$307K +$18.9K +180 +7%
2 3
4
5 6