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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.

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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.9M 2,154,776 +1,300,590 +152%
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$28.2M 667,633 -257,522 -28%
LPL Financial
3
LPL Financial
California
$27M 639,395 -105,327 -14%
UBS Group
4
UBS Group
Switzerland
$17.9M 423,946 -112,443 -21%
GKWIM
5
Gerber Kawasaki Wealth & Investment Management
California
$15.2M 360,490 +360,490 New
Ameriprise
6
Ameriprise
Minnesota
$13.6M 310,372 +16,148 +5%
Bank of America
7
Bank of America
North Carolina
$13.6M 322,294 -80,917 -20%
Wells Fargo
8
Wells Fargo
California
$13.4M 317,100 -75,706 -19%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$9.83M 233,177 +215,034 +1,185%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9M 213,463 +27,136 +15%
Mariner
11
Mariner
Kansas
$8.94M 212,029 +3,254 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.36M 198,148 -109,723 -36%
WANY
13
Wealthspire Advisors (New York)
New York
$7.44M 176,477 -40,112 -19%
First Trust Advisors
14
First Trust Advisors
Illinois
$7.19M 170,415 -6,953 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.33M 150,208 -11,114 -7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.31M 149,583 -20,746 -12%
CI
17
CX Institutional
Indiana
$5.82M 137,906 +57,803 +72%
MD
18
Money Design
Japan
$5.73M 135,836 -30,893 -19%
AFA
19
Arlington Financial Advisors
California
$5.49M 130,274 -14,308 -10%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$4.81M 114,081 +34,284 +43%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.2M 99,703 -24,937 -20%
Citadel Advisors
22
Citadel Advisors
Florida
$4.01M 94,992 +69,637 +275%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.83M 90,822 -15,524 -15%
PCIA
24
Prime Capital Investment Advisors
Kansas
$3.79M 89,767 -2,693 -3%
RJA
25
Raymond James & Associates
Florida
$3.17M 75,133 -144,327 -66%