GRID icon

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

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 %
MWM
151
Mascoma Wealth Management
New Hampshire
$29.1K -$51.1K -506 -64%
TWM
152
Tradition Wealth Management
Minnesota
$19K – – –
AssetMark Inc
153
AssetMark Inc
California
$18.8K -$210 -2 -1%
JFA
154
JNBA Financial Advisors
Minnesota
$16.6K – – –
FMP
155
Financial Management Professionals
Texas
$14K – – –
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$13.5K – – –
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$13K +$2.1K +20 +19%
LFG
158
Larson Financial Group
Missouri
$12.8K +$105 +1 +0.8%
YDMI
159
Y.D. More Investments
Israel
$12.6K -$12.6K -120 -50%
RCM
160
Raleigh Capital Management
North Carolina
$12.5K – – –
RWPA
161
Richard W. Paul & Associates
Michigan
$12.2K +$212 +2 +2%
MIFH
162
Migdal Insurance & Financial Holdings
Israel
$11K – – –
BAM
163
Bellevue Asset Management
Washington
$9.46K – – –
MTIC
164
Missouri Trust & Investment Company
Missouri
$7.88K +$7.88K +75 New
ADL
165
Asset Dedication LLC
California
$7K +$7K +63 New
AIP
166
Ameritas Investment Partners
Nebraska
$6.83K – – –
PP
167
PrairieView Partners
Minnesota
$6K +$6K +58 New
IPW
168
Impact Partnership Wealth
Georgia
$4.94K +$4.94K +47 New
FRA
169
Front Row Advisors
California
$4K – – –
AIC
170
Archer Investment Corporation
Indiana
$2.54K – – –
MA
171
MCF Advisors
Kentucky
$2.1K – – –
TFGT
172
TS Financial Group (TSFG)
Illinois
$1K – – –
AWM
173
Avior Wealth Management
Nebraska
$315 – – –
Citadel Advisors
174
Citadel Advisors
Florida
– -$4.99M -51,122 Closed
VAS
175
Vestmark Advisory Solutions
Massachusetts
– -$1.28M -13,144 Closed
4 5 6
7
8