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

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
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.2M
2
LPL Financial
LPL Financial
California
+$18.8M
3
MIH
Meitav Investment House
Israel
+$17.9M
4
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
+$13.3M
5
Ameriprise
Ameriprise
Minnesota
+$9.16M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$59.5M
2
FTUS
Flow Traders U.S.
New York
-$15.7M
3
PP
Prudential plc
United Kingdom
-$8.83M
4
Fidelity International
Fidelity International
Bermuda
-$7.9M
5
AssetMark Inc
AssetMark Inc
California
-$4.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMWM
201
Silvia McColl Wealth Management
California
$252K – – –
GRP
202
Global Retirement Partners
California
$252K -$33.9K -284 -12%
NFA
203
Northwest Financial Advisors
Virginia
$245K +$245K +2,055 New
WWM
204
Western Wealth Management
Colorado
$243K +$4.18K +35 +2%
KA
205
Kovack Advisors
Florida
$243K – – –
IA
206
IFP Advisors
Florida
$230K -$791K -6,623 -77%
GDP
207
Great Diamond Partners
Maine
$229K +$2.15K +18 +0.9%
CIG
208
Cascade Investment Group
Colorado
$224K +$224K +1,875 New
CW
209
CreativeOne Wealth
Kansas
$223K +$8.95K +75 +4%
William Blair & Company
210
William Blair & Company
Illinois
$222K +$8.12K +68 +4%
MOS
211
MGO One Seven
Ohio
$217K +$26.6K +223 +14%
CAM
212
Cresset Asset Management
Illinois
$215K -$836 -7 -0.4%
BWM
213
BlackDiamond Wealth Management
New York
$212K -$9.55K -80 -4%
FIM
214
FWL Investment Management
Texas
$211K +$106K +889 +101%
CIAS
215
Capital Investment Advisory Services
North Carolina
$210K -$345K -2,890 -62%
CA
216
Cambridge Advisors
Nebraska
$209K +$1.79K +15 +0.9%
DWP
217
Daymark Wealth Partners
Ohio
$207K +$207K +1,731 New
BFA
218
Beaumont Financial Advisors
Massachusetts
$200K -$2.15K -18 -1%
PA
219
Parallel Advisors
California
$171K +$8.72K +73 +5%
CFGS
220
Concourse Financial Group Securities
Alabama
$161K +$161K +1,270 New
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$140K +$14.9K +125 +12%
RFG
222
REAP Financial Group
Texas
$140K -$358 -3 -0.3%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$139K +$41.8K +350 +43%
PS
224
Principal Securities
Iowa
$132K -$11.6K -97 -8%
BTI
225
Blue Trust Inc
Georgia
$132K +$25.4K +213 +24%
7 8
9
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