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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1.81% more ownership

Funds ownership: 58.79%60.6% (+1.8%)

1% more funds holding

Funds holding: 293296 (+3)

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
132
Reduced
73
Closed
33
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
26
Blue Chip Partners
Michigan
$9.28M +$9.83M +82,068 New
NSLI
27
Nan Shan Life Insurance
Taiwan
$9.28M +$9.82M +82,000 New
Citigroup
28
Citigroup
New York
$9.04M +$1.56M +13,071 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$8.63M -$6.6M -55,109 -42%
FHC
30
First Heartland Consultants
Missouri
$8.2M +$270K +2,253 +3%
HighTower Advisors
31
HighTower Advisors
Illinois
$7.68M +$1.15M +9,583 +16%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.29M -$5.54M -46,303 -42%
Fidelity International
33
Fidelity International
Bermuda
$6.97M +$129K +1,080 +2%
SCA
34
Snowden Capital Advisors
New York
$6.23M +$702K +5,865 +12%
PAG
35
Private Advisor Group
New Jersey
$6.14M -$3.46M -28,888 -35%
DS
36
Dudley & Shanley
Florida
$5.31M
VVP
37
Venture Visionary Partners
Ohio
$5.29M +$1.91M +15,957 +52%
PCP
38
Proficio Capital Partners
Massachusetts
$5.25M -$6.3M -52,657 -54%
PI
39
PFG Investments
New York
$4.89M +$63.2K +528 +1%
MF
40
Manchester Financial
California
$4.89M +$20.4K +170 +0.4%
BSG
41
Black Swift Group
Colorado
$4.83M +$1.36M +11,400 +36%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$4.78M +$1.38M +11,553 +38%
KHLMTHM
43
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.29M
OC
44
Oppenheimer & Co
New York
$4.07M +$1.49M +12,432 +53%
EH
45
Equitable Holdings
New York
$3.79M +$2.37M +19,834 +145%
RWA
46
Redhawk Wealth Advisors
Minnesota
$3.76M +$2.89M +24,104 +264%
OL
47
Owen LaRue
Kentucky
$3.66M +$121K +1,012 +3%
AWM
48
Ameliora Wealth Management
Switzerland
$3.55M -$77.3K -646 -2%
AAS
49
Avantax Advisory Services
Texas
$3.54M +$827K +6,910 +28%
WAP
50
Wealthcare Advisory Partners
Pennsylvania
$3.26M +$3.13M +26,181 +1,005%

GRID Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.

  • 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2025.