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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

181 hedge funds and large institutions have $461M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 37 increasing their positions, 83 reducing their positions, and 31 closing their positions.

Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
37
Reduced
83
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.5M 902,774 +420,019 +87%
Bank of America
2
Bank of America
North Carolina
$38.7M 369,558 -32,594 -8%
LPL Financial
3
LPL Financial
California
$33.7M 321,908 +3,098 +1%
UBS Group
4
UBS Group
Switzerland
$23.6M 225,374 -14,344 -6%
Wells Fargo
5
Wells Fargo
California
$20.1M 191,676 -158 -0.1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.7M 130,505 -82,086 -39%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.4M 128,201 -121,021 -49%
KAS
8
Kestra Advisory Services
Texas
$11.2M 107,379 +2,449 +2%
PAG
9
Private Advisor Group
New Jersey
$10.2M 97,824 -5,132 -5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10M 95,814 -21,296 -18%
Ameriprise
11
Ameriprise
Minnesota
$9.53M 91,045 -24,400 -21%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.71M 83,220 +18,242 +28%
Stifel Financial
13
Stifel Financial
Missouri
$8.55M 81,588 -1,729 -2%
AFA
14
Arlington Financial Advisors
California
$7.23M 69,025 -44,695 -39%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$6.46M 62,526 +58,698 +1,533%
CAM
16
Concorde Asset Management
Michigan
$6.31M 60,216 +6,834 +13%
Cerity Partners
17
Cerity Partners
New York
$5.83M 55,635 -15,743 -22%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.36M 51,148 -238,992 -82%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$5.15M 49,185 +49,185 New
HighTower Advisors
20
HighTower Advisors
Illinois
$5.12M 48,910 -3,013 -6%
RJA
21
Raymond James & Associates
Florida
$5.07M 48,426 -1,458 -3%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.05M 48,189 +48,189 New
DS
23
Dudley & Shanley
Florida
$4.91M 46,900 -18,000 -28%
MD
24
Money Design
Japan
$4.84M 46,259 -9,582 -17%
MF
25
Manchester Financial
California
$4.34M 41,481 -1,090 -3%