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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$422K -$19.4K -169 -4%
DADC
102
D.A. Davidson & Co
Montana
$421K +$61.4K +536 +17%
CWA
103
Clarus Wealth Advisors
Arizona
$400K +$3.15K +28 +0.8%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$396K +$31.5K +275 +9%
Brown Advisory
105
Brown Advisory
Maryland
$393K
ASN
106
Advisory Services Network
Georgia
$389K -$179K -1,565 -32%
AAG
107
Accordant Advisory Group
Maryland
$372K +$372K +3,247 New
VCM
108
Virtue Capital Management
Tennessee
$370K +$561 +5 +0.2%
PGAM
109
Princeton Global Asset Management
New Jersey
$362K +$573 +5 +0.2%
WP
110
Wealthspan Partners
Iowa
$355K
SIC
111
Salem Investment Counselors
North Carolina
$346K
MIM
112
Meixler Investment Management
Arizona
$345K -$34.8K -304 -9%
ASFA
113
All Season Financial Advisors
Colorado
$344K +$344K +3,000 New
IWM
114
IHT Wealth Management
Illinois
$343K -$68.9K -601 -17%
SRWM
115
Shira Ridge Wealth Management
California
$341K -$50.1K -437 -13%
William Blair & Company
116
William Blair & Company
Illinois
$321K -$7.45K -65 -2%
MFG
117
Merit Financial Group
Georgia
$313K +$313K +2,724 New
SCA
118
Snowden Capital Advisors
New York
$312K -$1.52M -13,240 -83%
PWA
119
PCG Wealth Advisors
Kansas
$311K
NFG
120
Nations Financial Group
Iowa
$305K -$111K -964 -27%
PFG
121
Prosperity Financial Group
California
$304K +$304K +2,649 New
PWP
122
Principle Wealth Partners
Connecticut
$292K +$115 +1 +0%
PFS
123
Prospera Financial Services
Texas
$290K +$459 +4 +0.2%
CCFM
124
Clear Creek Financial Management
Washington
$287K +$287K +2,508 New
KDA
125
Kraft Davis & Associates
Missouri
$276K +$31.4K +264 +13%