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

189 hedge funds and large institutions have $535M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+8
Holders Change %
+4.42%
% of All Funds
2.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
31
Increased
65
Reduced
56
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIA
Traphagen Investment Advisors
New Jersey
+$30.1M
2
GWM
Gitterman Wealth Management
New Jersey
+$20.7M
3
AFA
Arlington Financial Advisors
California
+$16.4M
4
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$14.9M
5
Wells Fargo
Wells Fargo
California
+$7.25M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$50.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.07M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.33M
4
CAM
Concorde Asset Management
Michigan
-$6.31M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$53.2M -$50.2M -438,193 -49%
Bank of America
2
Bank of America
North Carolina
$39.3M -$3.02M -26,382 -7%
LPL Financial
3
LPL Financial
California
$36.5M -$391K -3,414 -1%
TIA
4
Traphagen Investment Advisors
New Jersey
$31.1M +$30.1M +263,016 +3,260%
Wells Fargo
5
Wells Fargo
California
$29.2M +$7.25M +63,252 +33%
UBS Group
6
UBS Group
Switzerland
$27.9M +$2.07M +18,081 +8%
AFA
7
Arlington Financial Advisors
California
$24.3M +$16.4M +143,145 +207%
GWM
8
Gitterman Wealth Management
New Jersey
$20.7M +$20.7M +180,971 New
Ameriprise
9
Ameriprise
Minnesota
$15.9M +$5.44M +47,455 +52%
MTWSIF
10
Mivtachim The Workers Social Insurance Fund
Israel
$14.9M +$14.9M +130,000 New
KAS
11
Kestra Advisory Services
Texas
$14.1M +$1.82M +15,915 +15%
PAG
12
Private Advisor Group
New Jersey
$11.1M -$131K -1,146 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.76M -$1.22M -10,688 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$9M -$537K -4,685 -6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$8.62M -$6.33M -55,256 -42%
RJA
16
Raymond James & Associates
Florida
$7.61M +$2.06M +17,931 +37%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$7.17M -$216K -1,826 -3%
Cerity Partners
18
Cerity Partners
New York
$6.84M +$460K +4,017 +7%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$6.08M +$447K +3,904 +8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$5.87M +$3.41M +29,739 +138%
HighTower Advisors
21
HighTower Advisors
Illinois
$5.86M +$249K +2,176 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.63M -$9.07M -79,114 -62%
Stifel Financial
23
Stifel Financial
Missouri
$5.48M -$3.87M -33,796 -41%
DS
24
Dudley & Shanley
Florida
$5.38M – – –
MF
25
Manchester Financial
California
$4.88M +$126K +1,098 +3%
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