First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

GRID

Market cap $3.12B

234 hedge funds and large institutions have $783M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 90 increasing their positions, 48 reducing their positions, and 7 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

234

Holders Change

+45

Holders Change %

+23.81%

% of All Funds

3.4%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+33.33%

% of All Funds

0.06%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	1 AssetMark Inc Concord, California	$95.9M
2	2 Morgan Stanley New York	$74.6M
3	3 Bank of America Charlotte, North Carolina	$56.7M
4	BHB 4 Bank Hapoalim BM Tel Aviv, Israel	$12.3M
5	5 LPL Financial San Diego, California	$48.5M

Top Sellers

1	1 National Bank of Canada Montreal, Quebec, Canada	$321K
2	2 Ameriprise Minneapolis, Minnesota	$9.53M
3	KFGK 3 Keystone Financial Group (Kentucky) Lexington, Kentucky	$0
4	GWM 4 Gitterman Wealth Management Edison, New Jersey	$20M
5	MD 5 Money Design Tokyo, Japan	$3.54M

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	1 AssetMark Inc Concord, California	$95.9M	829,504	+818,075	+7,158%
2	2 Morgan Stanley New York	$74.6M	645,527	+180,946	+39%
3	3 Bank of America Charlotte, North Carolina	$56.7M	490,296	+147,120	+43%
4	4 LPL Financial San Diego, California	$48.5M	419,669	+101,175	+32%
5	TIA 5 Traphagen Investment Advisors Oradell, New Jersey	$33.6M	291,011	+19,928	+7%
6	6 Wells Fargo San Francisco, California	$33M	285,714	+30,786	+12%
7	7 UBS Group Zurich, Switzerland	$32.6M	281,836	+38,381	+16%
8	AFA 8 Arlington Financial Advisors Santa Barbara, California	$24.7M	213,734	+1,564	+0.7%
9	GWM 9 Gitterman Wealth Management Edison, New Jersey	$20M	172,971	-8,000	-4%
10	MTWSIF 10 Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$15M	130,000	–	–
11	KAS 11 Kestra Advisory Services Austin, Texas	$14.7M	127,501	+4,207	+3%
12	12 Envestnet Asset Management Chicago, Illinois	$12.9M	111,934	+26,808	+31%
13	13 Commonwealth Equity Services Waltham, Massachusetts	$12.8M	110,901	+35,652	+47%
14	14 Osaic Holdings Scottsdale, Arizona	$12.6M	109,400	+60,313	+123%
15	BHB 15 Bank Hapoalim BM Tel Aviv, Israel	$12.3M	106,500	+106,500	New
16	PAG 16 Private Advisor Group Morristown, New Jersey	$12.2M	105,790	+9,112	+9%
17	RJA 17 Raymond James & Associates St Petersburg, Florida	$11.7M	101,168	+34,811	+52%
18	18 Jane Street New York	$9.76M	84,468	+84,468	New
19	19 Ameriprise Minneapolis, Minnesota	$9.53M	82,431	-56,069	-40%
20	20 Cambridge Investment Research Advisors Fairfield, Iowa	$9.07M	78,451	-84	-0.1%
21	21 CAPTRUST Financial Advisors Raleigh, North Carolina	$8.18M	70,771	+17,682	+33%
22	22 HighTower Advisors Chicago, Illinois	$6.44M	55,678	+4,592	+9%
23	PP 23 Prudential plc London, England, United Kingdom	$6.41M	55,500	+24,500	+79%
24	24 Cerity Partners New York	$6.39M	55,307	-4,345	-7%
25	25 Cetera Investment Advisers Schaumburg, Illinois	$6.39M	55,282	+4,034	+8%