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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
MMCM
351
Murphy & Mullick Capital Management
New York
$4.71K +$4.32K +30 New
BC
352
Barrett & Company
Rhode Island
$4.53K
GA
353
Guerra Advisors
Florida
$4.53K +$4.32K +30 New
CAL
354
Capital Analysts LLC
Pennsylvania
$4K +$4.03K +28 New
S
355
SignatureFD
Georgia
$3.79K +$144 +1 +4%
AT
356
Arlington Trust
Alabama
$3.78K +$3.6K +25 New
MA
357
MCF Advisors
Kentucky
$3.02K
RWPA
358
Richard W. Paul & Associates
Michigan
$1.66K -$1.58K -11 -50%
CFS
359
Compass Financial Services
Iowa
$1.51K +$1.44K +10 New
SS
360
SBI Securities
Japan
$1.36K +$1.01K +7 +350%
HCM
361
Hollencrest Capital Management
California
$1.21K
LI
362
LRI Investments
Florida
$1.21K +$1.15K +8 New
DWM
363
Dogwood Wealth Management
Kansas
$302
IWM
364
IMG Wealth Management
Florida
$151
DS
365
Dudley & Shanley
Florida
-$6.52M -46,900 Closed
WWA
366
WCG Wealth Advisors
Nevada
-$2.79M -20,048 Closed
Thrivent Financial for Lutherans
367
Thrivent Financial for Lutherans
Minnesota
-$2.62M -18,820 Closed
VVP
368
Venture Visionary Partners
Ohio
-$1.62M -11,624 Closed
AAP
369
Arax Advisory Partners
Colorado
-$1.09M -7,844 Closed
KFGK
370
Keystone Financial Group (Kentucky)
Kentucky
-$479K -3,443 Closed
CWM
371
Collaborative Wealth Management
Florida
-$364K -2,621 Closed
HF
372
HRT Financial
New York
-$263K -1,895 Closed
FAIM
373
Financial Advocates Investment Management
Washington
-$244K -1,753 Closed
FIA
374
Foundations Investment Advisors
Arizona
-$234K -1,683 Closed
BCM
375
Barometer Capital Management
Ontario, Canada
-$222K -1,600 Closed

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.