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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

290 hedge funds and large institutions have $1.2B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 150 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+29
Holders Change %
+11.11%
% of All Funds
3.86%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
52
Increased
150
Reduced
53
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$157M +$52.2M +437,209 +50%
Bank of America
2
Bank of America
North Carolina
$100M +$2.12M +17,727 +2%
AssetMark Inc
3
AssetMark Inc
California
$91M -$4.78M -40,050 -5%
LPL Financial
4
LPL Financial
California
$80.3M +$18.8M +157,331 +30%
Wells Fargo
5
Wells Fargo
California
$46.9M +$8.83M +74,010 +23%
UBS Group
6
UBS Group
Switzerland
$44.5M +$6.1M +51,079 +16%
TIA
7
Traphagen Investment Advisors
New Jersey
$39.1M +$880K +7,372 +2%
Raymond James Financial
8
Raymond James Financial
Florida
$32.2M +$32.2M +269,922 New
GWM
9
Gitterman Wealth Management
New Jersey
$27.3M +$134K +1,125 +0.5%
Ameriprise
10
Ameriprise
Minnesota
$26.3M +$9.16M +76,798 +53%
AFA
11
Arlington Financial Advisors
California
$26.1M +$517K +4,336 +2%
MIH
12
Meitav Investment House
Israel
$22.1M +$17.9M +149,919 +425%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.6M +$5.74M +48,105 +41%
KAS
14
Kestra Advisory Services
Texas
$17.3M +$1.64M +13,767 +11%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7M +$2.83M +23,731 +22%
MTWSIF
16
Mivtachim The Workers Social Insurance Fund
Israel
$15.5M
Stifel Financial
17
Stifel Financial
Missouri
$15.4M +$479K +4,008 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$13.7M +$8.22M +68,895 +150%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$13.4M +$2.42M +20,282 +22%
KHLMVGHM
20
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.3M +$13.3M +111,625 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$13.2M +$4.35M +36,425 +49%
PCP
22
Proficio Capital Partners
Massachusetts
$11.6M +$1.77M +14,841 +18%
AWM
23
Aprio Wealth Management
Georgia
$11M +$2.01M +16,884 +22%
PAG
24
Private Advisor Group
New Jersey
$9.92M -$3.07M -25,685 -24%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.53M +$910K +7,628 +11%