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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 %
PS
151
Principal Securities
Iowa
$141K +$141K +3,336 New
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$121K -$52.8K -1,219 -30%
GWSG
153
GPS Wealth Strategies Group
Colorado
$121K -$84.6K -2,006 -41%
PWMG
154
Provence Wealth Management Group
California
$117K -$1.05K -25 -0.9%
RFG
155
REAP Financial Group
Texas
$117K +$117K +2,764 New
TWM
156
Tradition Wealth Management
Minnesota
$116K +$108K +2,550 +1,275%
William Blair & Company
157
William Blair & Company
Illinois
$110K
M
158
MOTCO
Texas
$90.4K -$2.11K -50 -2%
Fidelity Investments
159
Fidelity Investments
Massachusetts
$88.2K +$17K +403 +24%
National Bank of Canada
160
National Bank of Canada
Quebec, Canada
$86K -$1.74K -42 -2%
CFGS
161
Concourse Financial Group Securities
Alabama
$83.7K -$14.9K -354 -15%
EC
162
EdgeRock Capital
Colorado
$80.8K +$80.8K +2,323 New
GRP
163
Global Retirement Partners
California
$80.7K +$12.1K +337 +18%
TFA
164
Toth Financial Advisory
Virginia
$80.5K +$73.2K +1,735 +1,003%
JFA
165
JNBA Financial Advisors
Minnesota
$80K +$464 +11 +0.6%
GWM
166
Geneos Wealth Management
Colorado
$78.4K -$8.43K -200 -10%
BFA
167
BBJS Financial Advisors
Washington
$64.4K +$39.5K +936 +159%
FCA
168
FinTrust Capital Advisors
South Carolina
$63.3K
TWC
169
TD Waterhouse Canada
Ontario, Canada
$63.1K -$11.3K -289 -15%
LA
170
LM Advisors
California
$62.3K +$62.3K +1,477 New
DPW
171
DiNuzzo Private Wealth
Pennsylvania
$48.3K +$48.3K +1,145 New
TSWM
172
Tyler-Stone Wealth Management
Ohio
$48.1K -$32.7K -776 -41%
AWM
173
Able Wealth Management
New Jersey
$45.7K +$45.7K +1,083 New
ATC
174
Adirondack Trust Company
New York
$44.7K -$2.81K -80 -6%
IA
175
IFP Advisors
Florida
$42.3K +$4.22K +100 +11%