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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
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Overview Fund Activity

234 hedge funds and large institutions have $783M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+45
Holders Change %
+23.81%
% of All Funds
3.4%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
59
Increased
90
Reduced
48
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$95.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$74.6M
3
Bank of America
3
Bank of America
North Carolina
$56.7M
4
BHB
4
Bank Hapoalim BM
Israel
$12.3M
5
LPL Financial
5
LPL Financial
California
$48.5M

Top Sellers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$321K
2
Ameriprise
2
Ameriprise
Minnesota
$9.53M
3
KFGK
3
Keystone Financial Group (Kentucky)
Kentucky
$0
4
GWM
4
Gitterman Wealth Management
New Jersey
$20M
5
MD
5
Money Design
Japan
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
151
ICA Group Wealth Management
Colorado
$277K +$67.4K +583 +32%
KDA
152
Kraft Davis & Associates
Missouri
$273K – – –
SC
153
Scotia Capital
Ontario, Canada
$271K +$14.9K +129 +6%
CG
154
Caprock Group
Idaho
$270K – – –
TSS
155
Two Sigma Securities
New York
$270K +$270K +2,333 New
PIA
156
Perennial Investment Advisors
California
$256K – – –
Creative Planning
157
Creative Planning
Kansas
$252K +$39.8K +344 +19%
SCA
158
Snowden Capital Advisors
New York
$252K -$63.3K -548 -20%
Millennium Management
159
Millennium Management
New York
$250K +$250K +2,167 New
SMWM
160
Silvia McColl Wealth Management
California
$244K – – –
WEG
161
World Equity Group
Illinois
$244K +$244K +2,114 New
WWM
162
Western Wealth Management
Colorado
$231K +$462 +4 +0.2%
OFS
163
OneAscent Financial Services
Alabama
$231K +$231K +1,997 New
GDP
164
Great Diamond Partners
Maine
$225K -$10.4K -90 -4%
TPW
165
Transatlantique Private Wealth
New York
$222K +$222K +1,923 New
SAM
166
Synergy Asset Management
Washington
$222K +$222K +1,919 New
NEWAS
167
N.E.W. Advisory Services
Wisconsin
$221K +$221K +1,913 New
BWM
168
BlackDiamond Wealth Management
New York
$220K +$220K +1,938 New
William Blair & Company
169
William Blair & Company
Illinois
$212K -$113K -974 -35%
AAS
170
Avantax Advisory Services
Texas
$210K +$210K +1,816 New
NP
171
Nilsine Partners
Colorado
$207K – – –
GRP
172
Global Retirement Partners
California
$206K +$146K +1,260 +241%
RFG
173
REAP Financial Group
Texas
$167K -$27.1K -234 -14%
HGERS
174
Householder Group Estate & Retirement Specialist
Arizona
$159K -$3.22K -28 -2%
PS
175
Principal Securities
Iowa
$124K +$35.6K +308 +40%
5 6
7
8 9