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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 %
PWA
101
PCG Wealth Advisors
Kansas
$299K – – –
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$280K -$5.25K -50 -2%
LMKC
103
L.M. Kohn & Company
Ohio
$278K +$278K +2,648 New
AAS
104
Avantax Advisory Services
Texas
$277K -$69.3K -659 -20%
SRWM
105
Shira Ridge Wealth Management
California
$274K -$18.6K -177 -6%
NFG
106
Nations Financial Group
Iowa
$273K +$273K +2,592 New
William Blair & Company
107
William Blair & Company
Illinois
$270K – – –
Brown Advisory
108
Brown Advisory
Maryland
$260K +$260K +2,471 New
Creative Planning
109
Creative Planning
Kansas
$259K +$259K +2,461 New
CG
110
Caprock Group
Idaho
$246K +$246K +2,338 New
PFS
111
Prospera Financial Services
Texas
$234K +$11.6K +110 +5%
PIA
112
Perennial Investment Advisors
California
$233K +$315 +3 +0.1%
GWP
113
Gateway Wealth Partners
Wisconsin
$231K +$10.7K +102 +5%
PRWA
114
Platte River Wealth Advisors
Colorado
$224K +$224K +2,135 New
CA
115
Cambridge Advisors
Nebraska
$222K – – –
AWS
116
Atria Wealth Solutions
New York
$218K -$298K -2,832 -58%
NP
117
Nilsine Partners
Colorado
$215K -$21K -200 -9%
CAL
118
Capital Analysts LLC
Pennsylvania
$214K -$4.31K -41 -2%
Corient Private Wealth
119
Corient Private Wealth
Florida
$213K +$213K +2,031 New
GDP
120
Great Diamond Partners
Maine
$213K -$100K -952 -32%
MA
121
MJP Associates
Connecticut
$211K +$211K +2,009 New
SC
122
Scotia Capital
Ontario, Canada
$211K -$7.67K -73 -4%
SS
123
Simplicity Solutions
Minnesota
$210K +$210K +2,000 New
CAM
124
Concorde Asset Management
Michigan
$210K +$210K +2,000 New
AO
125
Advisor OS
Illinois
$210K +$210K +1,997 New
3 4
5
6 7