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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1.81% more ownership

Funds ownership: 58.79%60.6% (+1.8%)

1% more funds holding

Funds holding: 293296 (+3)

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
132
Reduced
73
Closed
33
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$133K
RFG
227
REAP Financial Group
Texas
$133K
FFA
228
Farther Finance Advisors
California
$132K +$32.7K +273 +31%
PS
229
Principal Securities
Iowa
$132K
RF
230
Rossby Financial
Florida
$128K +$130K +1,087 New
BTI
231
Blue Trust Inc
Georgia
$125K
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$119K
MWA
233
Medallion Wealth Advisors
Connecticut
$108K
CF
234
Centaurus Financial
California
$101K +$107K +895 New
GWM
235
Geneos Wealth Management
Colorado
$99.1K +$52.4K +438 +100%
AF
236
Allworth Financial
California
$89.3K -$3.11K -26 -3%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$88.6K -$23.9K -200 -20%
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
$84.3K -$50.2K -419 -36%
NB
239
NBT Bank
New York
$82.9K
PA
240
Parallel Advisors
California
$79.2K -$88K -735 -51%
AIP
241
Ameritas Investment Partners
Nebraska
$78.1K +$8.38K +70 +11%
HCP
242
Hexagon Capital Partners
Arkansas
$72K
PTC
243
Private Trust Company
Ohio
$56.6K -$2.99K -25 -5%
MM
244
Main Management
California
$55K
GSWM
245
Golden State Wealth Management
California
$52.8K +$15.6K +130 +39%
SWM
246
Spire Wealth Management
Virginia
$50.7K
Mirae Asset Global Investments
247
Mirae Asset Global Investments
South Korea
$48.9K +$51.2K +428 New
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.3K -$10.7K -89 -17%
CCM
249
Chilton Capital Management
Texas
$39.3K -$14.6K -122 -26%
W
250
WealthCollab
Washington
$34.3K +$36.3K +303 New

GRID Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.

  • 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2025.