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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

112 hedge funds and large institutions have $260M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

418% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 11

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

26% more capital invested

Capital invested by funds: $206M → $260M (+$53.8M)

17% more funds holding

Funds holding: 96 → 112 (+16)

1.18% less ownership

Funds ownership: 48.05% → 46.87% (-1.2%)

Holders
112
Holders Change
+16
Holders Change %
+16.67%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
57
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.88M
2
Morgan Stanley
Morgan Stanley
New York
+$7.29M
3
Wells Fargo
Wells Fargo
California
+$7.02M
4
LPL Financial
LPL Financial
California
+$6.45M
5
3F
360 Financial
Minnesota
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$12.1M
2
HT
HAP Trading
New York
-$3.93M
3
HF
HRT Financial
New York
-$1.74M
4
LFAS
Level Four Advisory Services
Texas
-$1.44M
5
ARC
Advisor Resource Council
Texas
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAP
26
Milestone Advisory Partners
North Carolina
$1.94M +$7.23K +75 +0.4%
HI
27
Harbour Investments
Wisconsin
$1.85M +$258K +2,672 +15%
AI
28
Atria Investments
North Carolina
$1.81M +$68.1K +707 +4%
CAS
29
Cascadia Advisory Services
Oregon
$1.79M +$31.8K +330 +2%
SIM
30
Seaview Investment Managers
Florida
$1.63M +$1.4M +14,566 +483%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.6M +$108K +1,118 +7%
BCM
32
Barometer Capital Management
Ontario, Canada
$1.44M +$28.9K +300 +2%
WA
33
Waverly Advisors
Alabama
$1.33M +$1.23M +12,783 New
PS
34
Portfolio Strategies
New York
$1.32M +$1.38M +14,280 New
Citigroup
35
Citigroup
New York
$1.27M -$397K -4,121 -23%
SFPG
36
Stonebridge Financial Planning Group
Florida
$1.23M +$1.14M +11,855 New
IWM
37
IHT Wealth Management
Illinois
$1.22M +$394K +4,091 +45%
WS
38
Wedbush Securities
California
$1.18M +$159K +1,650 +15%
BHB
39
Bank Hapoalim BM
Israel
$1.16M +$323K +3,350 +37%
3AM
40
3EDGE Asset Management
Florida
$1.15M -$77.1K -800 -6%
FHA
41
Flagship Harbor Advisors
Massachusetts
$1.09M – – –
AIFAIM
42
American Institute for Advanced Investment Management
Arizona
$1.05M +$54K +560 +5%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$1M – – –
IWC
44
Integrated Wealth Concepts
Massachusetts
$863K +$898K +9,320 New
KWM
45
Kingsview Wealth Management
Oregon
$827K +$17.8K +185 +2%
SWP
46
Stratos Wealth Partners
Ohio
$820K +$175K +1,812 +26%
CM
47
Columbus Macro
Pennsylvania
$807K +$386 +4 +0%
OC
48
Oppenheimer & Co
New York
$744K +$178K +1,844 +30%
FIG
49
FundX Investment Group
California
$733K +$763K +7,918 New
APA
50
American Portfolios Advisors
New York
$722K +$214K +2,219 +40%
1
2
3 4 5

GRID Hedge Fund Activity: Q3 2021 in Review

112 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2021, worth a combined $260M — up 26% from $206M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GRID positions and 10 closed out — a net gain of 17 holders — while 57 added to existing stakes and 11 trimmed.

The largest buyer was Bank of America, adding an estimated $9.88M. The largest seller was Jane Street, cutting an estimated $12.1M.

  • 112 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2021, up from 96 in Q2 2021.
  • Funds reported $260M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2021, up 26% quarter-over-quarter.
  • 27 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2021 and 10 closed out, a net change of +17 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2021 was Bank of America, an estimated $9.88M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2021 was Jane Street, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.