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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
CIG
276
Cascade Investment Group
Colorado
$231K +$4.17K +29 +2%
CP
277
Clarendon Private
Massachusetts
$231K +$5.75K +40 +3%
NA
278
Nautilus Advisors
California
$227K
PAG
279
Private Advisory Group
Washington
$224K -$14.5K -101 -6%
GSEP
280
Golden State Equity Partners
California
$223K +$212K +1,476 New
CA
281
Continuum Advisory
Idaho
$223K +$212K +1,473 New
GPW
282
Gentry Private Wealth
Kansas
$221K
LA
283
LexAurum Advisors
Kansas
$219K +$208K +1,449 New
OBWG
284
Onyx Bridge Wealth Group
New York
$216K +$206K +1,431 New
AWM
285
Apollon Wealth Management
South Carolina
$214K +$204K +1,415 New
COCM
286
Charter Oak Capital Management
New Hampshire
$213K +$203K +1,410 New
PP
287
Prudential plc
United Kingdom
$212K +$201K +1,400 New
BCI
288
Brinker Capital Investments
Pennsylvania
$210K +$200K +1,392 New
CAM
289
Concorde Asset Management
Michigan
$205K +$193K +1,343 New
PFA
290
Portland Financial Advisors
New York
$205K +$195K +1,356 New
SP
291
Sequent Planning
Nebraska
$202K +$192K +1,335 New
Koshinski Asset Management
292
Koshinski Asset Management
Illinois
$201K +$191K +1,328 New
AIP
293
Ameritas Investment Partners
Nebraska
$198K +$12.9K +90 +7%
MWA
294
Medallion Wealth Advisors
Connecticut
$196K
GSWM
295
Golden State Wealth Management
California
$187K +$71.4K +496 +67%
SOS
296
Silver Oak Securities
Tennessee
$176K +$168K +1,166 New
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$171K +$46.6K +324 +40%
BTI
298
Blue Trust Inc
Georgia
$167K
RF
299
Rossby Financial
Florida
$165K
WA
300
Westfuller Advisors
New York
$163K +$156K +1,081 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.