First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.76 M | $721.09 M | 15.88% | 5.75% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.68 M | $513.86 M | 25.30% | 4.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.43 M | $465.91 M | 14.53% | 3.72% |
| UBS GROUP AG | 08/13/2026 | 1.98 M | $379.23 M | 22.99% | 3.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.75 M | $335.60 M | 33.80% | 2.68% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.30 M | $249.04 M | 34.95% | 1.99% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.16 M | $224.93 M | 36.46% | 1.78% |
| PRUDENTIAL PLC | 08/14/2026 | 809.66 K | $155.25 M | 1,391.08% | 1.24% |
| CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 08/13/2026 | 752.00 K | $144.20 M | 100.00% | 1.15% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 750.48 K | $143.90 M | 32.11% | 1.15% |
| ROYAL BANK OF CANADA | 08/14/2026 | 560.28 K | $107.44 M | 27.01% | 0.86% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 430.10 K | $82.47 M | 11.86% | 0.66% |
| FIL LTD | 08/13/2026 | 419.13 K | $80.37 M | 37.93% | 0.64% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 412.62 K | $79.16 M | 67.62% | 0.63% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 393.15 K | $75.39 M | 15.63% | 0.60% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 389.59 K | $74.70 M | 19.83% | 0.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 386.99 K | $74.21 M | 77.43% | 0.59% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 349.71 K | $64.73 M | 71.50% | 0.53% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 339.05 K | $65.03 M | 22.41% | 0.52% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 316.29 K | $60.65 M | -12.24% | 0.48% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 290.88 K | $55.78 M | 53.68% | 0.44% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 07/16/2026 | 270.55 K | $51.88 M | -3.43% | 0.41% |
| TREASURER OF THE STATE OF NORTH CAROLINA | 08/14/2026 | 259.53 K | $49.76 M | 100.00% | 0.40% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 249.27 K | $47.80 M | 26.00% | 0.38% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/07/2026 | 238.51 K | $45.73 M | 4.23% | 0.36% |
| MEITAV INVESTMENT HOUSE LTD | 07/20/2026 | 234.60 K | $44.98 M | 11.01% | 0.36% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 216.63 K | $41.54 M | 35.35% | 0.33% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 07/22/2026 | 206.72 K | $39.64 M | -2.26% | 0.32% |
| JANE STREET GROUP, LLC | 08/14/2026 | 200.11 K | $38.37 M | 102.08% | 0.31% |
| MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | 08/06/2026 | 198.00 K | $37.97 M | 0.00% | 0.30% |
| CITIGROUP INC | 08/03/2026 | 192.40 K | $36.89 M | 18.34% | 0.29% |
| JPMORGAN CHASE & CO | 08/12/2026 | 152.86 K | $28.79 M | 56.38% | 0.23% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 146.06 K | $28.01 M | 4.31% | 0.22% |
| APRIO WEALTH MANAGEMENT, LLC | 07/24/2026 | 139.44 K | $26.74 M | 5.57% | 0.21% |
| OLD MISSION CAPITAL LLC | 08/14/2026 | 134.55 K | $25.80 M | 182.58% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 132.62 K | $25.43 M | 18.34% | 0.20% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 08/10/2026 | 131.57 K | $25.23 M | 9.52% | 0.20% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 120.14 K | $23.04 M | 100.00% | 0.18% |
| PRESIDIO CAPITAL MANAGEMENT, LLC | 07/14/2026 | 116.38 K | $22.32 M | 17.63% | 0.18% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 114.67 K | $21.99 M | -2.98% | 0.18% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 08/05/2026 | 111.63 K | $21.49 M | 0.00% | 0.17% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 109.56 K | $21.01 M | 9.33% | 0.17% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 101.90 K | $19.54 M | 100.00% | 0.16% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 100.50 K | $19.25 M | 100.00% | 0.15% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 97.71 K | $18.74 M | 32.99% | 0.15% |
| LEGACY EDGE ADVISORS, LLC | 08/11/2026 | 94.82 K | $18.18 M | -1.01% | 0.15% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 94.75 K | $18.17 M | 100.47% | 0.14% |
| ARMSTRONG ADVISORY GROUP, INC | 07/13/2026 | 94.14 K | $18.05 M | 4,510.33% | 0.14% |
| CACHETECH INC. | 08/11/2026 | 93.51 K | $17.93 M | -4.61% | 0.14% |
| ADAMS WEALTH MANAGEMENT | 08/10/2026 | 87.14 K | $16.71 M | -5.94% | 0.13% |
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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 735 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.76 M
LPL Financial LLC: 2.68 M
BANK OF AMERICA CORP /DE/: 2.43 M
UBS Group AG: 1.98 M
WELLS FARGO & COMPANY/MN: 1.75 M
RAYMOND JAMES FINANCIAL INC: 1.3 M
50.58% of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 34.02 M shares in the last 24 months. This purchase volume represents approximately $5.70 B in transactions.