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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$16M +$3.57M +24,843 +31%
AWM
27
Aprio Wealth Management
Georgia
$16M +$256K +1,781 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$15.4M +$11.8M +81,785 +401%
BHB
29
Bank Hapoalim BM
Israel
$15.3M +$14.6M +101,500 New
PCM
30
Presidio Capital Management
California
$14.5M -$94.7K -658 -0.7%
MML Investors Services
31
MML Investors Services
Massachusetts
$14.3M +$1.19M +8,247 +10%
FHC
32
First Heartland Consultants
Missouri
$13.4M +$1.62M +11,288 +15%
NSLI
33
Nan Shan Life Insurance
Taiwan
$11.7M +$6.87M +47,768 +159%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$11.1M +$5.09M +35,384 +91%
SCA
35
Snowden Capital Advisors
New York
$10M +$1.26M +8,772 +15%
MWM
36
Modern Wealth Management
Kansas
$8.92M +$46.3K +322 +0.5%
BSG
37
Black Swift Group
Colorado
$8.92M +$1.56M +10,838 +22%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$8.44M +$1.71M +11,877 +27%
PAG
39
Private Advisor Group
New Jersey
$8.15M +$904K +6,282 +13%
APCM
40
Alaska Permanent Capital Management
Alaska
$7.79M +$7.44M +51,688 New
FA
41
Fiduciary Alliance
South Carolina
$7.62M +$5.48M +38,068 +307%
PC
42
Pecaut & Co
Iowa
$7.44M +$3.37M +23,442 +91%
SAM
43
Strive Asset Management
Ohio
$7.34M +$1.27M +8,855 +22%
RPSA
44
Richard P. Slaughter Associates
Texas
$7.26M +$6.91M +48,021 New
EH
45
Equitable Holdings
New York
$7.19M +$1.19M +8,262 +21%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$6.79M +$394K +2,740 +6%
OC
47
Oppenheimer & Co
New York
$6.58M +$169K +1,174 +3%
PI
48
PFG Investments
New York
$6.46M +$65.9K +458 +1%
MF
49
Manchester Financial
California
$6.28M -$143K -992 -2%
AWM
50
Ameliora Wealth Management
Switzerland
$6.11M +$2.49M +17,314 +75%

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.