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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

179 hedge funds and large institutions have $587M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 31 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+6
Holders Change %
+3.47%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
75
Reduced
31
Closed
27
Calls
$254K
Puts
$94K
Net Calls
+$160K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Shares
Change %
CG
126
Caprock Group
Idaho
$220K
IA
127
IFP Advisors
Florida
$210K +$23.7K +252 +13%
SC
128
Scotia Capital
Ontario, Canada
$208K +$19.7K +210 +10%
PIA
129
Perennial Investment Advisors
California
$208K
BFA
130
Beaumont Financial Advisors
Massachusetts
$202K +$202K +2,149 New
PRWA
131
Platte River Wealth Advisors
Colorado
$200K
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$188K +$7.7K +82 +4%
GRP
133
Global Retirement Partners
California
$144K +$83.6K +914 +139%
BTI
134
Blue Trust Inc
Georgia
$143K
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
$140K +$140K +1,490 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$109K
Fidelity Investments
137
Fidelity Investments
Massachusetts
$95.8K +$51K +543 +114%
GWM
138
Geneos Wealth Management
Colorado
$84.5K
AAP
139
Arax Advisory Partners
Colorado
$73.2K +$21.7K +231 +42%
FIM
140
FWL Investment Management
Texas
$68K +$68K +724 New
HCP
141
Hexagon Capital Partners
Arkansas
$59.7K +$59.7K +636 New
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$58K -$12.8K -136 -18%
SWM
143
Spire Wealth Management
Virginia
$56.6K +$21.2K +226 +60%
CT
144
Cambridge Trust
Massachusetts
$46.9K
AF
145
Allworth Financial
California
$46K
CFGS
146
Concourse Financial Group Securities
Alabama
$44.8K
AP
147
Advisors Preferred
Maryland
$37.4K +$37.4K +405 New
JPMorgan Chase & Co
148
JPMorgan Chase & Co
New York
$37.3K +$25.6K +273 +220%
US Bancorp
149
US Bancorp
Minnesota
$35.2K +$845 +9 +2%
LC
150
Lindbrook Capital
California
$30.5K