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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1.81% more ownership

Funds ownership: 58.79%60.6% (+1.8%)

1% more funds holding

Funds holding: 293296 (+3)

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
132
Reduced
73
Closed
33
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
301
Accordant Advisory Group
Maryland
-$4.58M -38,371 Closed
PWM
302
Perigon Wealth Management
California
-$3.5M -28,798 Closed
IAA
303
Independent Advisor Alliance
North Carolina
-$2.58M -21,626 Closed
CAM
304
Concorde Asset Management
Michigan
-$2.31M -19,326 Closed
SAM
305
Synergy Asset Management
Washington
-$2.12M -16,696 Closed
BCM
306
Beaumont Capital Management
Massachusetts
-$1.73M -14,527 Closed
AWA
307
Arete Wealth Advisors
Illinois
-$1.45M -12,100 Closed
TW
308
Transform Wealth
Colorado
-$1.02M -8,533 Closed
SOS
309
Silver Oak Securities
Tennessee
-$775K -6,479 Closed
AG
310
Ascent Group
Virginia
-$670K -5,618 Closed
HIM
311
Hanlon Investment Management
New Jersey
-$516K -4,324 Closed
AFG
312
Atomi Financial Group
New York
-$513K -4,302 Closed
AI
313
Atria Investments
North Carolina
-$455K -3,813 Closed
TFM
314
Trademark Financial Management
Minnesota
-$370K -3,098 Closed
CWA
315
Clarus Wealth Advisors
Arizona
-$364K -3,072 Closed
Renaissance Technologies
316
Renaissance Technologies
New York
-$358K -3,000 Closed
WEG
317
World Equity Group
Illinois
-$310K -2,596 Closed
CCA
318
Conservest Capital Advisors
Pennsylvania
-$253K -2,120 Closed
CIG
319
Cascade Investment Group
Colorado
-$224K -1,875 Closed
BWM
320
BlackDiamond Wealth Management
New York
-$212K -1,780 Closed
BFA
321
Beaumont Financial Advisors
Massachusetts
-$200K -1,678 Closed
CFGS
322
Concourse Financial Group Securities
Alabama
-$161K -1,270 Closed
BNP Paribas Financial Markets
323
BNP Paribas Financial Markets
France
-$82.6K -692 Closed
VAG
324
VisionPoint Advisory Group
Texas
-$63.3K -531 Closed
FWM
325
FSA Wealth Management
Massachusetts
-$6.79K -200 Closed

GRID Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.

  • 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2025.