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

291 hedge funds and large institutions have $1.21B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
3.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
40
Increased
131
Reduced
71
Closed
33
Calls
$45K
Puts
–
Net Calls
+$45K
Net Calls Change
+$45K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$46.5M
2
Bank of America
Bank of America
North Carolina
+$32.9M
3
Jane Street
Jane Street
New York
+$19.6M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
LPL Financial
LPL Financial
California
+$11.3M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$83.4M
2
PP
Prudential plc
United Kingdom
-$8.35M
3
CAG
Csenge Advisory Group
Florida
-$8.12M
4
Cerity Partners
Cerity Partners
New York
-$7.23M
5
3F
360 Financial
Minnesota
-$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
176
TPG Financial Advisors
Oregon
$360K +$360K +3,182 New
PGAM
177
Princeton Global Asset Management
New Jersey
$358K +$113 +1 +0%
KWM
178
KFG Wealth Management
Indiana
$357K +$36K +318 +11%
ASN
179
Advisory Services Network
Georgia
$333K -$12.6K -111 -4%
KDA
180
Kraft Davis & Associates
Missouri
$332K – – –
ACP
181
Aveo Capital Partners
Colorado
$323K -$4.07M -33,331 -93%
LWMI
182
Legacy Wealth Management (Idaho)
Idaho
$322K +$30.4K +269 +10%
KFGK
183
Keystone Financial Group (Kentucky)
Kentucky
$308K -$2.45M -21,700 -89%
TPW
184
Transatlantique Private Wealth
New York
$305K -$24.2K -214 -7%
AAS
185
Ameritas Advisory Services
Nebraska
$300K +$300K +2,623 New
IP
186
Ignite Planners
California
$298K -$284K -2,377 -49%
WP
187
Wealthspan Partners
Iowa
$294K -$94.2K -833 -24%
CCA
188
Clearwater Capital Advisors
Illinois
$293K +$14.9K +132 +5%
WCM
189
Wealthcare Capital Management
Virginia
$290K +$290K +2,561 New
PWP
190
Principle Wealth Partners
Connecticut
$289K – – –
SMWM
191
Silvia McColl Wealth Management
California
$283K +$44.1K +390 +18%
ALS
192
Andrew L. Share
$282K – – –
Northern Trust
193
Northern Trust
Illinois
$274K +$274K +2,426 New
MOS
194
MGO One Seven
Ohio
$272K +$66.2K +585 +32%
FIM
195
FWL Investment Management
Texas
$271K +$71.1K +628 +36%
IP
196
Intellectus Partners
California
$268K +$268K +2,372 New
SIC
197
Salem Investment Counselors
North Carolina
$264K – – –
PIA
198
Perennial Investment Advisors
California
$251K +$453 +4 +0.2%
CAM
199
Cresset Asset Management
Illinois
$247K +$42.9K +379 +21%
CA
200
Clune & Associates
Illinois
$234K +$234K +2,064 New
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8
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