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

290 hedge funds and large institutions have $1.2B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
3.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
150
Reduced
53
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.2M
2
LPL Financial
LPL Financial
California
+$18.8M
3
MIH
Meitav Investment House
Israel
+$17.9M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$13.3M
5
Ameriprise
Ameriprise
Minnesota
+$9.16M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$59.5M
2
FTUS
Flow Traders U.S.
New York
-$15.7M
3
PP
Prudential plc
United Kingdom
-$8.83M
4
Fidelity International
Fidelity International
Bermuda
-$7.9M
5
AssetMark Inc
AssetMark Inc
California
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Synergy Asset Management
Washington
$2.12M – – –
GVAG
77
Great Valley Advisor Group
Delaware
$2.12M -$2.86K -24 -0.1%
MF
78
Montis Financial
Massachusetts
$2.11M -$226K -1,894 -10%
RG
79
Rathbones Group
United Kingdom
$2.09M +$494K +4,143 +31%
FAM
80
Flaharty Asset Management
Florida
$2.01M -$206K -1,726 -9%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$1.96M +$1.07M +8,980 +121%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$1.94M +$1.03M +8,598 +112%
SPIA
83
Steward Partners Investment Advisory
New York
$1.92M +$644K +5,394 +50%
TC
84
TAP Consulting
Missouri
$1.9M -$66.7K -559 -3%
WWA
85
WCG Wealth Advisors
Nevada
$1.86M -$399K -3,340 -18%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$1.79M +$1.79M +15,020 New
SCM
87
Sage Capital Management
New Jersey
$1.74M +$955 +8 +0.1%
BCM
88
Beaumont Capital Management
Massachusetts
$1.73M -$56K -469 -3%
KWM
89
Kingsview Wealth Management
Oregon
$1.67M -$34.7K -291 -2%
EH
90
Equitable Holdings
New York
$1.63M +$499K +4,180 +44%
FWP
91
Forefront Wealth Partners
Texas
$1.62M +$1.62M +13,578 New
P
92
&Partners
Tennessee
$1.61M +$90.7K +750 +6%
KIA
93
Kraematon Investment Advisors
Massachusetts
$1.6M -$7.16K -60 -0.4%
SWM
94
SeaCrest Wealth Management
New York
$1.57M +$242K +2,032 +18%
PCOTEOTHU
95
Provident Company of the Employees of the Hebrew University
Israel
$1.54M +$37.9K +318 +3%
WS
96
Wedbush Securities
California
$1.5M -$42.5K -356 -3%
1WM
97
1858 Wealth Management
Ohio
$1.48M +$533K +4,466 +56%
CWM
98
Concentrum Wealth Management
California
$1.45M +$369K +3,088 +34%
AWA
99
Arete Wealth Advisors
Illinois
$1.45M +$5.61K +47 +0.4%
SEA
100
Stegent Equity Advisors
Texas
$1.41M +$34K +285 +2%
2 3
4
5 6