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

Top Sellers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$321K
2
Ameriprise
Ameriprise
Minnesota
$9.53M
3
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$0
4
GWM
Gitterman Wealth Management
New Jersey
$20M
5
MD
Money Design
Japan
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Geneos Wealth Management
Colorado
$23.1K -$34.7K -300 -60%
CPA
202
Clear Point Advisors
New York
$22.5K +$116 +1 +0.5%
SS
203
Sunbelt Securities
Texas
$21.4K +$21.4K +185 New
GWSG
204
GPS Wealth Strategies Group
Colorado
$17.5K – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$15.6K -$103K -893 -87%
LFG
206
Larson Financial Group
Missouri
$14.2K +$115 +1 +0.8%
YDMI
207
Y.D. More Investments
Israel
$13.9K – – –
RCM
208
Raleigh Capital Management
North Carolina
$13.8K – – –
CA
209
Clearstead Advisors
Ohio
$12.5K – – –
TSMHT
210
Thurston Springer Miller Herd & Titak
Indiana
$11.9K +$11.9K +103 New
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$11.6K -$154K -1,269 -93%
AIP
212
Ameritas Investment Partners
Nebraska
$11K – – –
BAM
213
Bellevue Asset Management
Washington
$10.4K – – –
VF
214
VitalStone Financial
Texas
$10.2K +$10.2K +88 New
FCG
215
Financial Connections Group
California
$10K +$10K +94 New
CAS
216
Coppell Advisory Solutions
Texas
$9.71K +$9.71K +84 New
CCM
217
Chilton Capital Management
Texas
$9.02K +$9.02K +78 New
NMM
218
Naples Money Management
Florida
$8.29K +$8.29K +72 New
AIC
219
Archer Investment Corporation
Indiana
$7.93K +$5.63K +49 +245%
HNB
220
Hilltop National Bank
Wyoming
$7.86K +$7.86K +68 New
PBK
221
Peoples Bank (Kansas)
Kansas
$7.51K – – –
ADL
222
Asset Dedication LLC
California
$7.28K – – –
SRCM
223
Signature Resources Capital Management
California
$7.21K – – –
OWA
224
Opal Wealth Advisors
New York
$7.17K +$7.17K +62 New
AWM
225
Avior Wealth Management
Nebraska
$6.7K +$6.7K +58 New
6 7 8
9
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