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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

156 hedge funds and large institutions have $354M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 52 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
50
Reduced
52
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$45.5M +$4.48M +45,855 +11%
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$41.2M
Bank of America
3
Bank of America
North Carolina
$29.2M +$770K +7,889 +3%
LPL Financial
4
LPL Financial
California
$27M +$1.7M +17,410 +7%
UBS Group
5
UBS Group
Switzerland
$26M +$4.59M +47,025 +21%
PS
6
Portfolio Strategies
New York
$18.3M -$303K -3,108 -2%
Wells Fargo
7
Wells Fargo
California
$10.2M +$4.17M +42,685 +69%
B
8
Barings
North Carolina
$9.93M +$9.93M +101,683 New
PAG
9
Private Advisor Group
New Jersey
$9.85M +$480K +4,912 +5%
MD
10
Money Design
Japan
$9.14M -$2.85M -29,230 -24%
Ameriprise
11
Ameriprise
Minnesota
$8.66M +$680K +6,943 +9%
Stifel Financial
12
Stifel Financial
Missouri
$8.11M -$428K -4,380 -5%
KAS
13
Kestra Advisory Services
Texas
$5.01M -$14.1K -144 -0.3%
Citadel Advisors
14
Citadel Advisors
Florida
$4.99M +$4.67M +47,851 +1,463%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.51M -$297K -3,045 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.27M +$240K +2,461 +6%
FHC
17
First Heartland Consultants
Missouri
$4.15M -$13.4K -137 -0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.58M -$1.1M -11,228 -23%
HI
19
Harbour Investments
Wisconsin
$3.3M +$154K +1,575 +5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$3.03M -$355K -3,634 -10%
RJA
21
Raymond James & Associates
Florida
$2.9M -$29.8K -305 -1%
CAN
22
Cetera Advisor Networks
California
$2.8M +$156K +1,598 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.64M +$569K +5,829 +28%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.59M -$772K -7,904 -23%
NA
25
NewEdge Advisors
Louisiana
$2.56M +$507K +5,194 +25%