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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 %
SAW
76
Signal Advisors Wealth
Michigan
$1.86M -$576K -5,092 -24%
MF
77
Montis Financial
Massachusetts
$1.84M -$158K -1,400 -8%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$1.77M -$65.1K -575 -4%
FAM
79
Flaharty Asset Management
Florida
$1.69M -$209K -1,851 -11%
SCM
80
Sage Capital Management
New Jersey
$1.68M +$29.1K +257 +2%
GVAG
81
Great Valley Advisor Group
Delaware
$1.64M -$368K -3,254 -18%
KWM
82
Kingsview Wealth Management
Oregon
$1.64M +$55.9K +494 +4%
SWP
83
Stratos Wealth Partners
Ohio
$1.62M +$682K +6,032 +73%
WWA
84
WCG Wealth Advisors
Nevada
$1.61M -$145K -1,279 -8%
FWP
85
Forefront Wealth Partners
Texas
$1.56M +$27.7K +245 +2%
Citadel Advisors
86
Citadel Advisors
Florida
$1.55M +$871K +7,698 +128%
PCOTEOTHU
87
Provident Company of the Employees of the Hebrew University
Israel
$1.52M +$56K +495 +4%
AIFAIM
88
American Institute for Advanced Investment Management
Arizona
$1.52M +$758K +11,603 +100%
WS
89
Wedbush Securities
California
$1.5M +$72.5K +641 +5%
KIA
90
Kraematon Investment Advisors
Massachusetts
$1.48M -$37.7K -333 -2%
1WM
91
1858 Wealth Management
Ohio
$1.43M +$25.1K +222 +2%
GIA
92
Gladstone Institutional Advisory
Florida
$1.42M +$972K +8,592 +215%
FWM
93
Foguth Wealth Management
Michigan
$1.38M -$1.5M -13,220 -52%
SEA
94
Stegent Equity Advisors
Texas
$1.33M -$13.8K -122 -1%
SPC
95
Sigma Planning Corp
Michigan
$1.31M -$867K -7,661 -40%
CWM
96
Concentrum Wealth Management
California
$1.29M -$79.3K -701 -6%
IWC
97
Integrated Wealth Concepts
Massachusetts
$1.29M +$78.5K +694 +6%
HW
98
Hedeker Wealth
Illinois
$1.29M +$179K +1,582 +16%
CA
99
Corrado Advisors
New Jersey
$1.27M +$88.2K +780 +7%
SFSG
100
Sound Financial Strategies Group
Mississippi
$1.26M +$1.26M +11,133 New
2 3
4
5 6