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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
LFG
326
Larson Financial Group
Missouri
$32K
CA
327
Clearstead Advisors
Ohio
$31.3K +$14.2K +99 +92%
NSG
328
Nalls Sherbakoff Group
Tennessee
$30.8K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$25.7K +$21.3K +148 +673%
US Bancorp
330
US Bancorp
Minnesota
$22.7K
YDMI
331
Y.D. More Investments
Israel
$18.1K
SWM
332
Spire Wealth Management
Virginia
$18.1K +$10.1K +70 +140%
M
333
MOTCO
Texas
$17.2K
CA
334
Crewe Advisors
Utah
$15.1K -$25.2K -175 -64%
MWM
335
Mascoma Wealth Management
New Hampshire
$15K -$27.2K -189 -66%
RFP
336
Root Financial Partners
California
$15K +$14.2K +99 New
Russell Investments Group
337
Russell Investments Group
United Kingdom
$13.9K
MCM
338
MAI Capital Management
Ohio
$13.6K
BAM
339
Bellevue Asset Management
Washington
$13.6K
CBT
340
Crews Bank & Trust
Florida
$12.1K
CI
341
CX Institutional
Indiana
$12K +$11.7K +81 New
PB
342
Pinnacle Bancorp
Nebraska
$11.6K
AIC
343
Archer Investment Corporation
Indiana
$9.88K
SRCM
344
Signature Resources Capital Management
California
$9.52K
RF
345
Roxbury Financial
New Jersey
$8.31K
YAL
346
Your Advocates Ltd
Texas
$7.4K
Simplex Trading
347
Simplex Trading
Illinois
$7K +$6.91K +48 New
FRA
348
Front Row Advisors
California
$6.65K
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$6.04K
PP
350
PFS Partners
New Jersey
$6.01K

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.