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

189 hedge funds and large institutions have $535M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
65
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$30.1M
2
GWM
Gitterman Wealth Management
New Jersey
+$20.7M
3
AFA
Arlington Financial Advisors
California
+$16.4M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
5
Wells Fargo
Wells Fargo
California
+$7.25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$50.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.33M
4
CAM
Concorde Asset Management
Michigan
-$6.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$825K -$20.2K -176 -2%
EP
77
Eudaimonia Partners
Tennessee
$794K +$17.8K +155 +2%
CA
78
CoreCap Advisors
Michigan
$734K +$41.4K +361 +6%
JSW
79
Journey Strategic Wealth
New Jersey
$694K +$694K +6,056 New
SPIA
80
Steward Partners Investment Advisory
New York
$629K +$61.4K +536 +11%
SFPG
81
Stonebridge Financial Planning Group
Florida
$626K -$36.1K -315 -5%
AR
82
Apeiron RIA
Texas
$625K +$9.86K +86 +2%
IWC
83
Integrated Wealth Concepts
Massachusetts
$608K -$1.54M -13,447 -72%
BCM
84
Bourgeon Capital Management
Connecticut
$607K +$73.2K +639 +14%
AAP
85
Arax Advisory Partners
Colorado
$595K +$277K +2,419 +87%
ET
86
Equitable Trust
Tennessee
$566K – – –
Mariner
87
Mariner
Kansas
$562K +$173K +1,509 +44%
FA
88
Flagstar Advisors
New York
$555K +$2.52K +22 +0.5%
KC
89
Kepos Capital
New York
$548K -$242K -2,103 -31%
Citadel Advisors
90
Citadel Advisors
Florida
$543K +$543K +4,737 New
CIAS
91
Capital Investment Advisory Services
North Carolina
$533K – – –
CWM
92
Collaborative Wealth Management
Florida
$527K +$573 +5 +0.1%
VCM
93
Vivaldi Capital Management
Illinois
$513K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$507K – – –
OWA
95
Outlook Wealth Advisors
Texas
$497K +$18.3K +160 +4%
AFG
96
Atomi Financial Group
New York
$485K +$21.3K +186 +5%
NS
97
NBC Securities
Alabama
$463K -$85.6K -748 -16%
UAG
98
United Advisor Group
Ohio
$452K +$452K +3,944 New
WCFA
99
Walkner Condon Financial Advisors
Wisconsin
$450K -$3.9K -34 -0.9%
SPC
100
Sigma Planning Corp
Michigan
$431K +$431K +3,760 New
2 3
4
5 6