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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
VWA
251
Visionary Wealth Advisors
Illinois
$314K +$299K +2,076 New
CWM
252
Concentrum Wealth Management
California
$307K +$292K +2,031 New
CAM
253
Cresset Asset Management
Illinois
$306K +$43.6K +303 +18%
PWM
254
Perigon Wealth Management
California
$304K +$290K +2,015 New
KA
255
Kovack Advisors
Florida
$301K +$6.91K +48 +2%
TFA
256
TPG Financial Advisors
Oregon
$289K -$6.76M -47,000 -96%
CA
257
Clune & Associates
Illinois
$286K +$5.32K +37 +2%
SFS
258
Symphony Financial Services
Ohio
$282K +$268K +1,865 New
GDP
259
Great Diamond Partners
Maine
$280K +$2.59K +18 +1%
AO
260
Advisor OS
Illinois
$279K +$265K +1,845 New
MA
261
MJP Associates
Connecticut
$279K +$265K +1,845 New
SIC
262
Salem Investment Counselors
North Carolina
$267K +$31.6K +220 +14%
SNWA
263
Siligmueller & Norvid Wealth Advisors
Illinois
$267K +$254K +1,764 New
NFA
264
Northwest Financial Advisors
Virginia
$260K +$432 +3 +0.2%
CSP
265
Cary Street Partners
Virginia
$260K +$247K +1,719 New
AI
266
Atria Investments
North Carolina
$257K +$31.1K +216 +15%
EE
267
EWG Elevate
California
$255K +$243K +1,690 New
SI
268
Stephens Inc
Arkansas
$254K +$241K +1,678 New
Allspring Global Investments
269
Allspring Global Investments
North Carolina
$251K +$237K +1,650 New
ODIJL
270
One Day In July LLC
Vermont
$249K +$12.2K +85 +5%
TA
271
TFB Advisors
Kansas
$248K +$10.6K +74 +5%
SP
272
Stablepoint Partners
Massachusetts
$240K
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$240K +$59.7K +415 +35%
IWA
274
Icon Wealth Advisors
Texas
$239K +$144 +1 +0.1%
CAM
275
Close Asset Management
United Kingdom
$235K +$52.9K +368 +31%

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.