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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 %
PIA
176
Perennial Investment Advisors
California
$282K
NEWAS
177
N.E.W. Advisory Services
Wisconsin
$278K +$35K +275 +14%
KDA
178
Kraft Davis & Associates
Missouri
$275K -$6.18K -51 -2%
KWM
179
KFG Wealth Management
Indiana
$272K +$272K +2,134 New
CCA
180
Clearwater Capital Advisors
Illinois
$271K +$271K +2,126 New
SMWM
181
Silvia McColl Wealth Management
California
$269K
WEG
182
World Equity Group
Illinois
$267K -$2.04K -16 -0.8%
GWP
183
Gateway Wealth Partners
Wisconsin
$260K -$47.8K -376 -16%
TPW
184
Transatlantique Private Wealth
New York
$260K +$15.1K +119 +6%
KA
185
Kovack Advisors
Florida
$259K +$259K +2,033 New
WWM
186
Western Wealth Management
Colorado
$255K +$254 +2 +0.1%
GDP
187
Great Diamond Partners
Maine
$242K -$5.73K -45 -2%
BWM
188
BlackDiamond Wealth Management
New York
$232K -$9.74K -78 -4%
CAM
189
Cresset Asset Management
Illinois
$230K +$230K +1,809 New
CW
190
CreativeOne Wealth
Kansas
$229K +$229K +1,796 New
William Blair & Company
191
William Blair & Company
Illinois
$228K -$4.84K -38 -2%
GLA
192
Good Life Advisors
Pennsylvania
$227K +$227K +1,783 New
LMKC
193
L.M. Kohn & Company
Ohio
$227K +$227K +1,782 New
NP
194
Nilsine Partners
Colorado
$222K -$6.36K -50 -3%
Creative Planning
195
Creative Planning
Kansas
$221K -$55.5K -436 -20%
CA
196
Cambridge Advisors
Nebraska
$221K +$221K +1,734 New
BFA
197
Beaumont Financial Advisors
Massachusetts
$216K +$216K +1,696 New
IF
198
Intrua Financial
Texas
$204K +$204K +1,600 New
MOS
199
MGO One Seven
Ohio
$203K +$203K +1,596 New
PA
200
Parallel Advisors
California
$173K +$69K +542 +66%