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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$11.4M +$1.75M +14,111 +21%
Citigroup
27
Citigroup
New York
$11.3M +$163K +1,315 +2%
FHC
28
First Heartland Consultants
Missouri
$10.8M +$612K +4,926 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$9.19M +$211K +1,695 +3%
MWM
30
Modern Wealth Management
Kansas
$8.16M +$6.35M +51,105 +672%
SCA
31
Snowden Capital Advisors
New York
$7.99M +$303K +2,440 +4%
TFA
32
TPG Financial Advisors
Oregon
$6.8M +$5.68M +45,728 +1,437%
BSG
33
Black Swift Group
Colorado
$6.7M +$677K +5,450 +13%
PAG
34
Private Advisor Group
New Jersey
$6.62M -$820K -6,602 -12%
DS
35
Dudley & Shanley
Florida
$6.52M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$6.11M +$209K +1,683 +4%
MF
37
Manchester Financial
California
$5.92M -$83K -668 -2%
OC
38
Oppenheimer & Co
New York
$5.9M +$803K +6,462 +18%
PI
39
PFG Investments
New York
$5.88M -$116K -935 -2%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$5.86M +$1.66M +13,398 +47%
SAM
41
Strive Asset Management
Ohio
$5.52M +$2.57M +20,726 +109%
EH
42
Equitable Holdings
New York
$5.46M +$716K +5,767 +17%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$5.39M +$1.44M +11,572 +42%
KHLMTHM
44
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.31M
SMCM
45
Sky-Mountain Capital Management
Idaho
$4.97M +$4.32M +34,814 New
AAS
46
Avantax Advisory Services
Texas
$4.67M +$281K +2,266 +7%
OL
47
Owen LaRue
Kentucky
$4.59M +$77.1K +621 +2%
NSLI
48
Nan Shan Life Insurance
Taiwan
$4.17M -$6.46M -52,000 -63%
WCM
49
WealthBridge Capital Management
Ohio
$4.12M +$324K +2,610 +10%
BEI
50
Benjamin Edwards Inc
Missouri
$4.11M +$1.42M +11,455 +63%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.