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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 %
GWP
126
Gateway Wealth Partners
Wisconsin
$274K -$46.4K -405 -14%
IP
127
Ignite Planners
California
$272K -$24.9K -219 -8%
CG
128
Caprock Group
Idaho
$268K
PIA
129
Perennial Investment Advisors
California
$254K +$229 +2 +0.1%
SC
130
Scotia Capital
Ontario, Canada
$254K +$2.98K +26 +1%
AWM
131
Aprio Wealth Management
Georgia
$251K +$27.6K +241 +12%
SMWM
132
Silvia McColl Wealth Management
California
$238K +$238K +2,115 New
GDP
133
Great Diamond Partners
Maine
$233K -$2.06K -18 -0.9%
WWM
134
Western Wealth Management
Colorado
$229K +$458 +4 +0.2%
SPIS
135
Steward Partners Investment Solutions
Oregon
$225K -$9.28K -81 -4%
CIBC World Market
136
CIBC World Market
Ontario, Canada
$218K +$218K +1,899 New
SP
137
Stablepoint Partners
Massachusetts
$212K +$212K +1,847 New
Creative Planning
138
Creative Planning
Kansas
$210K +$210K +1,833 New
IGWM
139
ICA Group Wealth Management
Colorado
$208K +$76.8K +670 +58%
NP
140
Nilsine Partners
Colorado
$205K +$205K +1,793 New
RFG
141
REAP Financial Group
Texas
$193K -$8.37K -73 -4%
Qube Research & Technologies (QRT)
142
Qube Research & Technologies (QRT)
United Kingdom
$171K
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$162K -$218K -1,906 -57%
Bank of Montreal
144
Bank of Montreal
Ontario, Canada
$157K +$144K +1,255 +1,141%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$134K -$82.6K -721 -38%
Fidelity Investments
146
Fidelity Investments
Massachusetts
$120K +$8.71K +76 +8%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$118K +$28.8K +251 +32%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$111K +$6.76K +59 +6%
BTI
149
Blue Trust Inc
Georgia
$102K -$54.3K -474 -35%
NB
150
NBT Bank
New York
$88.8K