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 | 02/13/2026 | 2.95 M | $451.25 M | 30.66% | 13.93% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.78 M | $272.49 M | 23.00% | 8.41% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.70 M | $260.10 M | 42.14% | 8.03% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 02/03/2026 | 1.53 M | $233.66 M | 47.25% | 7.21% |
| UBS GROUP AG | 01/29/2026 | 1.27 M | $194.00 M | 30.83% | 5.99% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.02 M | $156.68 M | 42.96% | 4.84% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 708.77 K | $108.46 M | 45.00% | 3.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 540.84 K | $82.74 M | 20.22% | 2.55% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 01/27/2026 | 356.52 K | $54.55 M | 1.68% | 1.68% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 308.38 K | $47.19 M | 149.45% | 1.46% |
| ROYAL BANK OF CANADA | 02/17/2026 | 272.19 K | $41.65 M | 48.12% | 1.29% |
| FIL LTD | 02/17/2026 | 266.82 K | $40.97 M | 33.62% | 1.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 266.44 K | $40.77 M | 32.55% | 1.26% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 261.37 K | $40.01 M | 12.22% | 1.23% |
| PERIGON WEALTH MANAGEMENT, LLC | 01/16/2026 | 245.92 K | $37.63 M | 12,104.37% | 1.16% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 01/12/2026 | 232.02 K | $35.50 M | -0.04% | 1.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 218.09 K | $33.37 M | 55.86% | 1.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 213.57 K | $32.68 M | 94.82% | 1.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 199.88 K | $30.59 M | 58.76% | 0.94% |
| MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | 01/29/2026 | 198.00 K | $30.30 M | 48.87% | 0.94% |
| MEITAV INVESTMENT HOUSE LTD | 02/10/2026 | 197.22 K | $30.18 M | 0.03% | 0.93% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 186.67 K | $28.56 M | 69.44% | 0.88% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 159.26 K | $24.37 M | 55.89% | 0.75% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 136.39 K | $20.87 M | 5.67% | 0.64% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 133.57 K | $20.45 M | 79.75% | 0.63% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 123.69 K | $18.93 M | 1.98% | 0.58% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 123.25 K | $18.86 M | 30.24% | 0.58% |
| CITIGROUP INC | 02/13/2026 | 118.19 K | $18.09 M | 11.42% | 0.56% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 02/17/2026 | 112.93 K | $17.28 M | 100.00% | 0.53% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 02/11/2026 | 111.63 K | $17.08 M | 0.00% | 0.53% |
| APRIO WEALTH MANAGEMENT, LLC | 01/29/2026 | 109.08 K | $16.69 M | 3.02% | 0.52% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 104.07 K | $15.93 M | 86.37% | 0.49% |
| PRUDENTIAL PLC | 02/11/2026 | 102.80 K | $15.73 M | 7,242.86% | 0.49% |
| BANK HAPOALIM BM | 02/17/2026 | 101.50 K | $15.53 M | 0.00% | 0.48% |
| CACHETECH INC. | 02/18/2026 | 100.06 K | $15.31 M | 100.00% | 0.47% |
| JANE STREET GROUP, LLC | 02/12/2026 | 100.00 K | $15.30 M | 180.41% | 0.47% |
| ADAMS WEALTH MANAGEMENT | 02/18/2026 | 95.27 K | $14.58 M | 100.00% | 0.45% |
| PRESIDIO CAPITAL MANAGEMENT, LLC | 01/15/2026 | 94.91 K | $14.52 M | -0.89% | 0.45% |
| 02/02/2026 | 94.29 K | $14.43 M | 100.00% | 0.45% | |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 93.40 K | $14.29 M | 5.26% | 0.44% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 81.85 K | $12.52 M | 51.80% | 0.39% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 70.73 K | $10.82 M | 6.73% | 0.33% |
| BFI INFINITY LTD. | 01/14/2026 | 69.91 K | $10.70 M | 100.00% | 0.33% |
| BLACK SWIFT GROUP, LLC | 02/10/2026 | 61.34 K | $9.39 M | 3.92% | 0.29% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 60.86 K | $9.31 M | 27.97% | 0.29% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 60.65 K | $9.28 M | 101.07% | 0.29% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 60.60 K | $9.27 M | 2.66% | 0.29% |
| FIDUCIARY ALLIANCE LLC | 01/22/2026 | 55.09 K | $8.43 M | 9.19% | 0.26% |
| WESPAC ADVISORS SOCAL, LLC | 01/07/2026 | 52.59 K | $8.05 M | 159.86% | 0.25% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 52.09 K | $7.97 M | 1,189.95% | 0.25% |
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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 575 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were:
UBS Group AG: 1.61 M
ENVESTNET ASSET MANAGEMENT INC: 384,487
COMMONWEALTH EQUITY SERVICES, LLC: 360,420
Cambridge Investment Research Advisors, Inc.: 340,004
HighTower Advisors, LLC: 325,130
TRAPHAGEN INVESTMENT ADVISORS LLC: 280,152
99.76% of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.83 M shares in the last 24 months. This purchase volume represents approximately $3.99 B in transactions.