First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

GRID

Market cap $3.12B

179 hedge funds and large institutions have $587M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 31 reducing their positions, and 27 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

179

Holders Change

Holders Change %

+3.47%

% of All Funds

2.85%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-50%

% of All Funds

0.03%

New

Increased

Reduced

Closed

Calls

$254K

Puts

$94K

Net Calls

+$160K

Net Calls Change

-$113K

Top Buyers

1	1 AssetMark Inc Concord, California	$102M
2	2 Osaic Holdings Scottsdale, Arizona	$23.4M
3	3 Jane Street New York	$16.1M
4	B 4 Barings Charlotte, North Carolina	$29.2M
5	AFA 5 Arlington Financial Advisors Santa Barbara, California	$10.7M

Top Sellers

1	MTWSIF 1 Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$0
2	PS 2 Portfolio Strategies Monsey, New York	$8.35M
3	3F 3 360 Financial Wayzata, Minnesota	$0
4	MD 4 Money Design Tokyo, Japan	$5.24M
5	AG 5 Ascent Group Virginia Beach, Virginia	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	1 AssetMark Inc Concord, California	$102M	1,089,191	+1,089,012	+608,387%
2	2 Morgan Stanley New York	$45.3M	482,755	+9,071	+2%
3	3 Bank of America Charlotte, North Carolina	$37.8M	402,152	+53,904	+15%
4	4 LPL Financial San Diego, California	$29.9M	318,810	+37,232	+13%
5	B 5 Barings Charlotte, North Carolina	$29.2M	311,246	+122,206	+65%
6	RJFSA 6 Raymond James Financial Services Advisors St. Petersburg, Florida	$27.2M	290,140	+23,811	+9%
7	7 Osaic Holdings Scottsdale, Arizona	$23.4M	249,222	+200,226	+409%
8	8 UBS Group Zurich, Switzerland	$22.5M	239,718	+34,353	+17%
9	9 Commonwealth Equity Services Waltham, Massachusetts	$20M	212,591	-5,595	-3%
10	10 Wells Fargo San Francisco, California	$18M	191,834	+18,055	+10%
11	11 Jane Street New York	$16.1M	171,887	+139,809	+436%
12	12 Envestnet Asset Management Chicago, Illinois	$11M	117,110	+91,289	+354%
13	13 Ameriprise Minneapolis, Minnesota	$10.9M	115,445	-6,131	-5%
14	AFA 14 Arlington Financial Advisors Santa Barbara, California	$10.7M	113,720	+113,720	New
15	KAS 15 Kestra Advisory Services Austin, Texas	$9.85M	104,930	+31,735	+43%
16	PAG 16 Private Advisor Group Morristown, New Jersey	$9.67M	102,956	-928	-0.9%
17	PS 17 Portfolio Strategies Monsey, New York	$8.35M	88,890	-182,343	-67%
18	18 Stifel Financial St. Louis, Missouri	$7.83M	83,317	+1,252	+2%
19	19 Cerity Partners New York	$6.7M	71,378	+2,539	+4%
20	20 Cambridge Investment Research Advisors Fairfield, Iowa	$6.1M	64,978	+13,140	+25%
21	DS 21 Dudley & Shanley Palm Beach, Florida	$6.09M	64,900	–	–
22	MD 22 Money Design Tokyo, Japan	$5.24M	55,841	-23,051	-29%
23	CAM 23 Concorde Asset Management Ann Arbor, Michigan	$5.01M	53,382	+51,382	+2,569%
24	24 HighTower Advisors Chicago, Illinois	$4.87M	51,923	+44,578	+607%
25	RJA 25 Raymond James & Associates St Petersburg, Florida	$4.68M	49,884	+10,622	+27%