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First Trust NASDAQ Clean Edge Green Energy Index Fund

250 hedge funds and large institutions have $419M invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 106 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
-5
Holders Change %
-1.96%
% of All Funds
3.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
55
Reduced
106
Closed
42
Calls
$2.37M
Puts
$1.15M
Net Calls
+$1.22M
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Shares
Change %
LOIP
226
Live Oak Investment Partners
Texas
$6.58K -$6.65K
RIM
227
Rockbridge Investment Management
New York
$6.41K +$6.41K +152 New
FGAM
228
Financial Gravity Asset Management
Texas
$6.33K +$6.33K +150 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$6.25K
AF
230
Allworth Financial
California
$5.9K
AA
231
Ancora Advisors
Ohio
$4.53K
TFGT
232
TS Financial Group (TSFG)
Illinois
$4K -$1.83K -48 -31%
VF
233
VitalStone Financial
Texas
$4K
ODG
234
O'Dell Group
Ohio
$3.53K +$3.53K +84 New
PWMG
235
Prestige Wealth Management Group
New Jersey
$3.16K
SIS
236
Strategic Investment Solutions
Illinois
$3.12K -$194K -4,588 -98%
VL
237
Vima LLC
Michigan
$2.83K +$2.83K +67 New
NFA
238
Northwest Financial Advisors
Virginia
$2.62K +$2.62K +62 New
CAM
239
Creekmur Asset Management
Illinois
$2.57K +$2.57K +61 New
GI
240
Gradient Investments
Minnesota
$2.55K
APC
241
Aspire Private Capital
North Carolina
$2.55K
AIC
242
Archer Investment Corporation
Indiana
$2.53K
EAM
243
Eukles Asset Management
Ohio
$2.32K
NB
244
NBT Bank
New York
$1.48K +$1.48K +35 New
CSWM
245
Cassady Schiller Wealth Management
Ohio
$1.43K
S
246
SignatureFD
Georgia
$1.31K -$2.74K -65 -68%
DSC
247
Duncker Streett & Co
Missouri
$1.27K +$1.27K +30 New
BBPWM
248
Blue Bell Private Wealth Management
Pennsylvania
$886 +$380 +9 +75%
CIA
249
Cape Investment Advisory
Georgia
$717 -$30.9K -733 -98%
TCM
250
Tradewinds Capital Management
Washington
$633