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 | 05/15/2026 | 3.25 M | $530.86 M | 10.05% | 15.33% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.14 M | $349.85 M | 25.82% | 10.10% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.12 M | $347.05 M | 19.14% | 10.02% |
| UBS GROUP AG | 05/05/2026 | 1.61 M | $263.04 M | 26.83% | 7.60% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.31 M | $213.97 M | 27.75% | 6.18% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 962.41 K | $157.43 M | 35.79% | 4.55% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 853.69 K | $139.67 M | 57.84% | 4.03% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 568.06 K | $92.92 M | 160.47% | 2.68% |
| ROYAL BANK OF CANADA | 05/15/2026 | 441.12 K | $72.16 M | 62.06% | 2.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 384.49 K | $62.89 M | 105.98% | 1.82% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 360.42 K | $58.96 M | 35.27% | 1.70% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 340.00 K | $55.62 M | 59.20% | 1.61% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 325.13 K | $53.19 M | 5.43% | 1.54% |
| FIL LTD | 05/15/2026 | 303.88 K | $49.71 M | 13.89% | 1.44% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 292.51 K | $47.85 M | 100.00% | 1.38% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 04/22/2026 | 280.15 K | $45.83 M | -21.42% | 1.32% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 276.97 K | $45.32 M | 5.97% | 1.31% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 246.17 K | $40.28 M | 23.16% | 1.16% |
| PERIGON WEALTH MANAGEMENT, LLC | 04/10/2026 | 228.83 K | $37.43 M | -6.95% | 1.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 218.11 K | $35.68 M | 36.95% | 1.03% |
| NAN SHAN LIFE INSURANCE CO., LTD. | 05/14/2026 | 217.78 K | $35.62 M | 100.00% | 1.03% |
| ELEQUIN SECURITIES, LLC | 05/11/2026 | 216.06 K | $5.32 M | 100.00% | 1.02% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 04/15/2026 | 211.49 K | $34.60 M | -8.85% | 1.00% |
| MEITAV INVESTMENT HOUSE LTD | 04/29/2026 | 211.34 K | $34.57 M | 7.16% | 1.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 203.91 K | $32.52 M | 52.66% | 0.96% |
| MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | 05/13/2026 | 198.00 K | $32.39 M | 0.00% | 0.94% |
| ATRIA INVESTMENTS, INC | 05/05/2026 | 197.83 K | $32.36 M | 591.92% | 0.93% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 189.27 K | $30.96 M | 53.57% | 0.89% |
| VAN ECK ASSOCIATES CORP | 05/15/2026 | 166.11 K | $27.17 M | 391.98% | 0.78% |
| CITIGROUP INC | 05/11/2026 | 162.59 K | $26.60 M | 37.56% | 0.77% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 160.05 K | $26.18 M | 29.39% | 0.76% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 140.03 K | $22.91 M | 2.66% | 0.66% |
| APRIO WEALTH MANAGEMENT, LLC | 05/11/2026 | 132.08 K | $21.61 M | 21.09% | 0.62% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 05/13/2026 | 120.13 K | $19.65 M | 6.38% | 0.57% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 118.19 K | $19.33 M | 44.40% | 0.56% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 112.07 K | $18.33 M | 7.69% | 0.53% |
| KRANOT HISHTALMUT LE MORIM VE GANANOT HAVERA MENAHELET LTD | 05/06/2026 | 111.63 K | $18.26 M | 0.00% | 0.53% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 100.21 K | $16.39 M | 65.24% | 0.47% |
| JANE STREET GROUP, LLC | 05/12/2026 | 99.02 K | $16.20 M | -0.98% | 0.47% |
| PRESIDIO CAPITAL MANAGEMENT, LLC | 04/08/2026 | 98.94 K | $16.18 M | 4.24% | 0.47% |
| CACHETECH INC. | 05/12/2026 | 98.02 K | $16.03 M | -2.04% | 0.46% |
| JPMORGAN CHASE & CO | 05/13/2026 | 97.75 K | $15.40 M | 234.76% | 0.46% |
| 05/11/2026 | 95.79 K | $15.67 M | 1.59% | 0.45% | |
| ADAMS WEALTH MANAGEMENT | 05/12/2026 | 92.64 K | $15.15 M | -2.77% | 0.44% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 81.17 K | $13.28 M | 14.75% | 0.38% |
| MCKINLEY CARTER WEALTH SERVICES, INC. | 04/20/2026 | 79.45 K | $13.00 M | 286.94% | 0.38% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 73.47 K | $11.26 M | 20.73% | 0.35% |
| BFI INFINITY LTD. | 04/13/2026 | 73.26 K | $11.98 M | 4.79% | 0.35% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 72.33 K | $11.83 M | -22.56% | 0.34% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 67.71 K | $11.08 M | 154.53% | 0.32% |
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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund institutional Ownership - FAQ's
During the previous two years, 594 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: 3.25 M
LPL Financial LLC: 2.14 M
BANK OF AMERICA CORP /DE/: 2.12 M
UBS Group AG: 1.61 M
WELLS FARGO & COMPANY/MN: 1.31 M
RAYMOND JAMES FINANCIAL INC: 962,414
120.81% of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 26.05 M shares in the last 24 months. This purchase volume represents approximately $4.37 B in transactions.