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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

150 hedge funds and large institutions have $326M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $263M → $326M (+$62.9M)

3% more funds holding

Funds holding: 145 → 150 (+5)

3.08% more ownership

Funds ownership: 49.47% → 52.54% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Portfolio Strategies
New York
+$15.2M
2
Jane Street
Jane Street
New York
+$7.41M
3
IWM
IHT Wealth Management
Illinois
+$4.61M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.64M
5
OMC
Old Mission Capital
Illinois
+$2.08M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.96M
2
CWM
Concentrum Wealth Management
California
-$2.42M
3
FFN
Focus Financial Network
Minnesota
-$1.76M
4
UBS Group
UBS Group
Switzerland
-$1.62M
5
PAG
Private Advisor Group
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Seaview Investment Managers
Florida
$2.11M -$10.4K -121 -0.5%
OL
27
Owen LaRue
Kentucky
$1.93M +$1.86M +21,727 New
CI
28
CX Institutional
Indiana
$1.92M -$253K -2,951 -12%
MIH
29
Meitav Investment House
Israel
$1.91M – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.85M +$81K +945 +5%
SEA
31
Stegent Equity Advisors
Texas
$1.74M +$1.71M +19,999 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$1.74M -$64K -746 -4%
GIA
33
Gladstone Institutional Advisory
Florida
$1.71M +$151K +1,765 +10%
WWA
34
WCG Wealth Advisors
Nevada
$1.69M +$112K +1,309 +7%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$1.62M +$260K +3,030 +20%
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.59M -$349K -4,068 -18%
SCA
37
Snowden Capital Advisors
New York
$1.56M -$44.2K -516 -3%
NA
38
NewEdge Advisors
Louisiana
$1.55M +$387K +4,514 +27%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$1.42M -$34.4K -401 -2%
KIA
40
Kraematon Investment Advisors
Massachusetts
$1.4M +$64.2K +749 +5%
WA
41
Waverly Advisors
Alabama
$1.35M – – –
BHB
42
Bank Hapoalim BM
Israel
$1.34M -$147K -1,710 -10%
RG
43
Rathbones Group
United Kingdom
$1.25M +$97.6K +1,139 +9%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$1.24M -$68.2K -796 -5%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.15M +$465K +5,428 +70%
WS
46
Wedbush Securities
California
$1.15M -$130K -1,513 -10%
WCM
47
WealthBridge Capital Management
Ohio
$1.13M +$26.6K +310 +2%
OC
48
Oppenheimer & Co
New York
$1.09M -$22.1K -258 -2%
AIFAIM
49
American Institute for Advanced Investment Management
Arizona
$917K +$12.2K +142 +1%
SC
50
Scotia Capital
Ontario, Canada
$908K -$24.3K -283 -3%
1
2
3 4 5

GRID Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2022, worth a combined $326M — up 24% from $263M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GRID positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $5.96M.

  • 150 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $326M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2022 and 14 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2022 was Portfolio Strategies, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2022 was Wells Fargo, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2022.