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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$225K +$201K +1,615 New
BCM
227
Barometer Capital Management
Ontario, Canada
$222K +$199K +1,600 New
IF
228
Intrua Financial
Texas
$222K +$199K +1,600 New
SP
229
Stablepoint Partners
Massachusetts
$221K +$198K +1,591 New
PAG
230
Private Advisory Group
Washington
$220K +$197K +1,584 New
IWA
231
Icon Wealth Advisors
Texas
$220K +$5.22K +42 +3%
WWM
232
Western Wealth Management
Colorado
$219K -$57.9K -466 -23%
NFP
233
Narus Financial Partners
Utah
$218K +$195K +1,567 New
ODIJL
234
One Day In July LLC
Vermont
$217K +$194K +1,561 New
TA
235
TFB Advisors
Kansas
$216K +$193K +1,554 New
SIC
236
Salem Investment Counselors
North Carolina
$215K -$96.9K -780 -33%
CIG
237
Cascade Investment Group
Colorado
$209K +$187K +1,503 New
NA
238
Nautilus Advisors
California
$209K +$186K +1,500 New
TA
239
TrueWealth Advisors
Alabama
$208K +$186K +1,494 New
CP
240
Clarendon Private
Massachusetts
$207K +$185K +1,489 New
AI
241
Atria Investments
North Carolina
$207K +$185K +1,486 New
SMC
242
Smith, Moore & Co
Missouri
$204K +$182K +1,465 New
GPW
243
Gentry Private Wealth
Kansas
$204K +$182K +1,465 New
MWA
244
Medallion Wealth Advisors
Connecticut
$180K +$42.9K +345 +36%
PA
245
Parallel Advisors
California
$170K +$65.3K +526 +75%
AIP
246
Ameritas Investment Partners
Nebraska
$170K +$66K +531 +77%
CAM
247
Close Asset Management
United Kingdom
$165K +$147K +1,187 New
RFG
248
REAP Financial Group
Texas
$163K +$373 +3 +0.3%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$163K
FNWA
250
Financial Network Wealth Advisors
Utah
$158K -$72K -580 -34%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.