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

173 hedge funds and large institutions have $490M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+17
Holders Change %
+10.9%
% of All Funds
2.73%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
32
Increased
60
Reduced
49
Closed
14
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$273K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$24.7M
2
B
Barings
North Carolina
+$9.18M
3
PS
Portfolio Strategies
New York
+$8.79M
4
3F
360 Financial
Minnesota
+$7.42M
5
Wells Fargo
Wells Fargo
California
+$7.32M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$6.44M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.99M
3
HI
Harbour Investments
Wisconsin
-$3.15M
4
SI
Stephens Inc
Arkansas
-$1.65M
5
MD
Money Design
Japan
-$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.8M +$860K +8,179 +2%
MTWSIF
2
Mivtachim The Workers Social Insurance Fund
Israel
$44.4M – – –
Bank of America
3
Bank of America
North Carolina
$36.6M +$5.17M +49,209 +16%
LPL Financial
4
LPL Financial
California
$29.6M +$562K +5,351 +2%
PS
5
Portfolio Strategies
New York
$28.5M +$8.79M +83,585 +45%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$28M +$24.7M +235,255 +757%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$22.9M +$858K +8,166 +4%
UBS Group
8
UBS Group
Switzerland
$21.6M -$6.44M -61,289 -23%
B
9
Barings
North Carolina
$19.9M +$9.18M +87,357 +86%
Wells Fargo
10
Wells Fargo
California
$18.3M +$7.32M +69,611 +67%
Ameriprise
11
Ameriprise
Minnesota
$12.8M +$3.49M +33,140 +37%
PAG
12
Private Advisor Group
New Jersey
$10.9M +$321K +3,056 +3%
Stifel Financial
13
Stifel Financial
Missouri
$8.63M -$96.1K -914 -1%
MD
14
Money Design
Japan
$8.29M -$1.55M -14,701 -16%
KAS
15
Kestra Advisory Services
Texas
$7.69M +$2.3M +21,907 +43%
3F
16
360 Financial
Minnesota
$7.42M +$7.42M +70,627 New
Cerity Partners
17
Cerity Partners
New York
$7.24M +$7.24M +68,839 New
DS
18
Dudley & Shanley
Florida
$6.82M +$6.82M +64,900 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$5.45M +$850K +8,089 +18%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.15M +$293K +2,788 +6%
FHC
21
First Heartland Consultants
Missouri
$4.74M +$273K +2,599 +6%
MF
22
Manchester Financial
California
$4.49M +$4.49M +42,666 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.23M +$368K +3,504 +10%
RJA
24
Raymond James & Associates
Florida
$4.13M +$1M +9,526 +32%
Jane Street
25
Jane Street
New York
$3.37M +$1.61M +15,299 +91%
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