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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

290 hedge funds and large institutions have $1.2B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
3.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
150
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$495K +$28K +235 +6%
OWA
152
Outlook Wealth Advisors
Texas
$479K -$36K -302 -7%
GIA
153
Gladstone Institutional Advisory
Florida
$478K +$478K +4,002 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$470K +$470K +3,940 New
PFG
155
Prosperity Financial Group
California
$466K +$23.4K +196 +5%
MWM
156
Modern Wealth Management
Kansas
$465K +$465K +3,900 New
CWM
157
Collaborative Wealth Management
Florida
$457K +$35.3K +296 +8%
AI
158
Atria Investments
North Carolina
$455K +$8.23K +69 +2%
PWA
159
PCG Wealth Advisors
Kansas
$452K +$138K +1,159 +44%
PFS
160
Prospera Financial Services
Texas
$450K +$81.7K +684 +22%
TC
161
TownSquare Capital
Utah
$446K +$111K +926 +33%
MC
162
Moors & Cabot
Massachusetts
$443K +$118K +985 +36%
IA
163
IFG Advisory
Georgia
$439K +$439K +3,679 New
BCM
164
Bourgeon Capital Management
Connecticut
$433K +$28.5K +239 +7%
SW
165
SteelPeak Wealth
California
$427K +$104K +875 +32%
CI Investments Inc
166
CI Investments Inc
Ontario, Canada
$415K +$23.9K +200 +6%
WP
167
Wealthspan Partners
Iowa
$410K +$1.19K +10 +0.3%
SFC
168
Strategic Financial Concepts
Texas
$409K +$409K +3,423 New
NFG
169
Nations Financial Group
Iowa
$403K +$25.4K +213 +7%
MIM
170
Meixler Investment Management
Arizona
$396K +$4.77K +40 +1%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$395K +$56.2K +471 +17%
Brown Advisory
172
Brown Advisory
Maryland
$393K
PGAM
173
Princeton Global Asset Management
New Jersey
$378K +$358 +3 +0.1%
TFM
174
Trademark Financial Management
Minnesota
$370K -$67.2K -563 -15%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$367K +$106K +891 +41%