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

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
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$30.1M
2
GWM
Gitterman Wealth Management
New Jersey
+$20.7M
3
AFA
Arlington Financial Advisors
California
+$16.4M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
5
Wells Fargo
Wells Fargo
California
+$7.25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$50.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.33M
4
CAM
Concorde Asset Management
Michigan
-$6.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
176
Bellevue Asset Management
Washington
$10.3K – – –
PBK
177
Peoples Bank (Kansas)
Kansas
$7.45K – – –
ADL
178
Asset Dedication LLC
California
$7K – – –
NSIM
179
North Star Investment Management
Illinois
$6.76K +$6.76K +59 New
SRCM
180
Signature Resources Capital Management
California
$6.49K – – –
RWPA
181
Richard W. Paul & Associates
Michigan
$5.78K -$3.93K -34 -40%
YAL
182
Your Advocates Ltd
Texas
$5.62K – – –
ACM
183
Anfield Capital Management
California
$4.81K +$4.81K +42 New
FRA
184
Front Row Advisors
California
$4.58K – – –
PP
185
PFS Partners
New Jersey
$3.33K +$3.33K +29 New
CAM
186
Creekmur Asset Management
Illinois
$2.32K -$3.25K -28 -58%
AIC
187
Archer Investment Corporation
Indiana
$2.32K – – –
MA
188
MCF Advisors
Kentucky
$2.29K – – –
AGWCA
189
Annis Gardner Whiting Capital Advisors
Florida
$1.26K +$1.26K +11 New
CAM
190
Concorde Asset Management
Michigan
– -$6.31M -60,216 Closed
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
– -$5.05M -48,189 Closed
SIM
192
Seaview Investment Managers
Florida
– -$2.33M -22,276 Closed
BHB
193
Bank Hapoalim BM
Israel
– -$691K -6,600 Closed
Jane Street
194
Jane Street
New York
– -$550K -5,257 Closed
MOS
195
MGO One Seven
Ohio
– -$378K -3,607 Closed
FFN
196
Focus Financial Network
Minnesota
– -$368K -3,516 Closed
GIA
197
Gladstone Institutional Advisory
Florida
– -$333K -3,176 Closed
SOS
198
Silver Oak Securities
Tennessee
– -$303K -2,894 Closed
AO
199
Advisor OS
Illinois
– -$209K -1,995 Closed
MA
200
MJP Associates
Connecticut
– -$209K -1,995 Closed
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