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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

261 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 104 increasing their positions, 58 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+27
Holders Change %
+11.54%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
56
Increased
104
Reduced
58
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
126
Atomi Financial Group
New York
$580K -$30K -236 -5%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$555K +$37K +291 +7%
VAMG
128
Voisard Asset Management Group
Michigan
$553K +$534K +5,800 +2,762%
VCM
129
Vivaldi Capital Management
Illinois
$552K
OWA
130
Outlook Wealth Advisors
Texas
$549K +$6.49K +51 +1%
IWM
131
IHT Wealth Management
Illinois
$541K +$99.5K +782 +23%
HIM
132
Hanlon Investment Management
New Jersey
$535K +$92.3K +725 +21%
Envestnet Portfolio Solutions
133
Envestnet Portfolio Solutions
Illinois
$526K +$4.07K +32 +0.8%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$514K -$44.1K -347 -8%
JIP
135
Jaffetilchin Investment Partners
Florida
$512K -$204K -1,605 -29%
SIA
136
SGL Investment Advisors
Montana
$505K +$505K +4,068 New
WCFA
137
Walkner Condon Financial Advisors
Wisconsin
$498K -$3.56K -28 -0.7%
SL
138
Sentinus LLC
Illinois
$497K -$202K -2,154 -29%
Qube Research & Technologies (QRT)
139
Qube Research & Technologies (QRT)
United Kingdom
$491K +$491K +3,862 New
NS
140
NBC Securities
Alabama
$488K +$5.21K +41 +1%
CSA
141
Cottage Street Advisors
Massachusetts
$481K +$481K +3,779 New
AI
142
Atria Investments
North Carolina
$476K -$400K -3,143 -46%
PFG
143
Prosperity Financial Group
California
$472K +$115K +902 +32%
TFM
144
Trademark Financial Management
Minnesota
$466K +$466K +3,661 New
CCFM
145
Clear Creek Financial Management
Washington
$454K +$85.9K +675 +23%
ASN
146
Advisory Services Network
Georgia
$453K
CWM
147
Collaborative Wealth Management
Florida
$450K -$136K -1,066 -23%
Prudential Financial
148
Prudential Financial
New Jersey
$443K -$175K -1,375 -28%
WP
149
Wealthspan Partners
Iowa
$436K +$25.2K +198 +6%
BCM
150
Bourgeon Capital Management
Connecticut
$431K +$27K +212 +7%