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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

461 hedge funds and large institutions have $3.24B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 240 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 15

501% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $168K

329% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 56

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

41% more capital invested

Capital invested by funds: $2.31B → $3.24B (+$935M)

27% more funds holding

Funds holding: 363461 (+98)

1.11% more ownership

Funds ownership: 61.08%62.2% (+1.1%)

Holders
461
Holders Change
+98
Holders Change %
+27%
% of All Funds
5.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
120
Increased
240
Reduced
56
Closed
15
Calls
$1.01M
Puts
$168K
Net Calls
+$842K
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
351
First Trust Advisors
Illinois
$234K +$234K +1,527 New
IWA
352
Icon Wealth Advisors
Texas
$230K -$12.1K -79 -5%
NA
353
Nautilus Advisors
California
$230K
MWP
354
Madison Wealth Partners
Wisconsin
$228K +$229K +1,493 New
WWM
355
Whalen Wealth Management
Nevada
$226K -$123K -799 -35%
ISWM
356
Intesa Sanpaolo Wealth Management
$225K +$226K +1,472 New
GPW
357
Gentry Private Wealth
Kansas
$224K
GA
358
GoalVest Advisory
New York
$224K +$225K +1,465 New
BFG
359
Baron Financial Group
New Jersey
$224K +$225K +1,464 New
AWA
360
Arkadios Wealth Advisors
Georgia
$222K +$223K +1,452 New
SIC
361
Salem Investment Counselors
North Carolina
$222K -$49.1K -320 -18%
SP
362
Stablepoint Partners
Massachusetts
$221K -$23K -150 -9%
SHFP
363
Second Half Financial Partners
Florida
$217K +$218K +1,419 New
COCM
364
Charter Oak Capital Management
New Hampshire
$216K
EFS
365
Essex Financial Services
Connecticut
$214K +$215K +1,401 New
SWA
366
Stratos Wealth Advisors
Ohio
$214K +$215K +1,400 New
AWC
367
Adamsbrown Wealth Consultants
Kansas
$213K +$213K +1,391 New
PWM
368
Prosperity Wealth Management
California
$211K +$211K +1,378 New
Envestnet Portfolio Solutions
369
Envestnet Portfolio Solutions
Illinois
$208K -$112K -732 -35%
PFA
370
Portland Financial Advisors
New York
$207K
Franklin Resources
371
Franklin Resources
California
$205K +$206K +1,340 New
PWM
372
Purus Wealth Management
California
$205K +$206K +1,340 New
CS
373
Capital Square
Tennessee
$203K +$204K +1,329 New
TA
374
TFB Advisors
Kansas
$201K -$48.5K -316 -19%
GWM
375
Geneos Wealth Management
Colorado
$200K +$133K +866 +198%