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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
BTI
251
Blue Trust Inc
Georgia
$153K
RF
252
Rossby Financial
Florida
$151K
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$146K
CF
254
Centaurus Financial
California
$120K -$3.73K -30 -3%
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$112K +$2.98K +24 +3%
PS
256
Principal Securities
Iowa
$112K -$37.6K -303 -27%
GSWM
257
Golden State Wealth Management
California
$103K +$33.8K +272 +58%
NB
258
NBT Bank
New York
$102K
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$98.5K -$4.6K -37 -5%
Mirae Asset Global Investments
260
Mirae Asset Global Investments
South Korea
$97.3K +$33.8K +272 +64%
EB
261
Eastern Bank
Massachusetts
$92.6K -$78K -628 -49%
AF
262
Allworth Financial
California
$76.5K -$27K -217 -28%
PTC
263
Private Trust Company
Ohio
$69.5K
MM
264
Main Management
California
$68K +$373 +3 +0.6%
GWM
265
Geneos Wealth Management
Colorado
$60.9K -$54.4K -438 -50%
TPWA
266
Twin Peaks Wealth Advisors
California
$55.1K +$47.2K +380 New
HBW
267
Hazlett, Burt & Watson
West Virginia
$55K +$12.4K +100 +34%
DI
268
DAGCO Inc
Ohio
$49K +$43.7K +352 New
W
269
WealthCollab
Washington
$42.1K
OA
270
Operose Advisors
Wisconsin
$41.2K +$124 +1 +0.3%
MWM
271
Mascoma Wealth Management
New Hampshire
$40K
CA
272
Crewe Advisors
Utah
$38.2K +$21.7K +175 +175%
HNB
273
Hilltop National Bank
Wyoming
$36.1K +$32.3K +260 New
RIL
274
Rothschild Investment LLC
Illinois
$34.8K
LFG
275
Larson Financial Group
Missouri
$29.4K +$248 +2 +1%

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.