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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$395K +$144K +1,002 +62%
CCA
227
Clearwater Capital Advisors
Illinois
$388K +$288 +2 +0.1%
PIA
228
Perennial Investment Advisors
California
$385K +$3.02K +21 +0.8%
SMWM
229
Silvia McColl Wealth Management
California
$378K
WWM
230
Western Wealth Management
Colorado
$378K +$134K +931 +59%
IA
231
Integrity Alliance
Iowa
$377K +$359K +2,493 New
IP
232
Ignite Planners
California
$377K
ALS
233
Andrew L. Share
$376K
PWP
234
Principle Wealth Partners
Connecticut
$371K
NFP
235
Narus Financial Partners
Utah
$369K +$126K +875 +56%
IIA
236
Integrity Investment Advisors
Colorado
$368K +$350K +2,433 New
Citadel Advisors
237
Citadel Advisors
Florida
$352K +$12.1K +84 +4%
IA
238
Insight Advisors
Pennsylvania
$348K +$331K +2,304 New
SMC
239
Smith, Moore & Co
Missouri
$347K +$120K +833 +57%
WWM
240
Whalen Wealth Management
Nevada
$344K +$328K +2,278 New
GVCM
241
Global View Capital Management
Wisconsin
$335K +$319K +2,220 New
Creative Planning
242
Creative Planning
Kansas
$331K +$8.92K +62 +3%
CIBC World Market
243
CIBC World Market
Ontario, Canada
$331K +$315K +2,188 New
SA
244
Scarborough Advisors
Maryland
$328K +$307K +2,132 +5,200%
RAM
245
Riggs Asset Management
Pennsylvania
$328K +$312K +2,169 New
PHS
246
Pekin Hardy Strauss
Illinois
$319K +$304K +2,114 New
Envestnet Portfolio Solutions
247
Envestnet Portfolio Solutions
Illinois
$316K -$172K -1,197 -36%
FIM
248
FWL Investment Management
Texas
$316K -$68.9K -479 -19%
SWM
249
SFG Wealth Management
Maryland
$314K +$299K +2,081 New
GWM
250
Greenwich Wealth Management
Connecticut
$314K +$299K +2,081 New

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.