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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

79 hedge funds and large institutions have $123M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 31 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,000% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 1

720% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 5

131% more capital invested

Capital invested by funds: $53M → $123M (+$69.5M)

84% more funds holding

Funds holding: 43 → 79 (+36)

7.54% more ownership

Funds ownership: 37.91% → 45.45% (+7.5%)

Holders
79
Holders Change
+36
Holders Change %
+83.72%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
31
Reduced
1
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.07M
2
Morgan Stanley
Morgan Stanley
New York
+$4.76M
3
LPL Financial
LPL Financial
California
+$4.1M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.86M
5
Ameriprise
Ameriprise
Minnesota
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$758K
2
CCFM
Clear Creek Financial Management
Washington
-$340K
3
AAS
Avantax Advisory Services
Texas
-$280K
4
APA
American Portfolios Advisors
New York
-$109K
5
KTC
Kistler-Tiffany Companies
Pennsylvania
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$286K +$34K +399 +14%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$281K +$278K +3,253 New
EDRH
53
Edmond de Rothschild Holding
Switzerland
$268K +$53.7K +630 +26%
IF
54
Intrua Financial
Texas
$254K +$239K +2,800 New
CAN
55
Cetera Advisor Networks
California
$210K +$208K +2,437 New
PAG
56
Private Advisory Group
Washington
$206K +$204K +2,389 New
HI
57
Harbour Investments
Wisconsin
$190K +$188K +2,203 New
Wells Fargo
58
Wells Fargo
California
$187K – – –
William Blair & Company
59
William Blair & Company
Illinois
$141K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
GWM
61
Geneos Wealth Management
Colorado
$70K +$25.6K +300 +60%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$53K +$8.53K +100 +20%
TWM
63
Tradition Wealth Management
Minnesota
$50K +$15.3K +179 +45%
IA
64
IFP Advisors
Florida
$33K +$20K +235 +160%
CFD
65
Creative Financial Designs
Indiana
$26K +$25.6K +300 New
TFGT
66
TS Financial Group (TSFG)
Illinois
$22K +$22.2K +260 New
BCV
67
Banque Cantonale Vaudoise
Switzerland
$20K +$20K +235 New
GWSG
68
GPS Wealth Strategies Group
Colorado
$18K +$17.9K +210 New
PB
69
Pinnacle Bancorp
Nebraska
$14K +$13.7K +160 New
MF
70
Manchester Financial
California
$11K +$2.13K +25 +25%
LFG
71
Larson Financial Group
Missouri
$10K +$10.1K +118 New
CFB
72
Cullen/Frost Bankers
Texas
$9K – – –
SFS
73
Sowell Financial Services
Arkansas
$7K – – –
LC
74
Lindbrook Capital
California
$4K +$4.27K +50 New
FHA
75
First Horizon Advisors
Tennessee
$4K +$4.44K +52 New
1 2
3
4

GRID Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2021, worth a combined $123M — up 131% from $53M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 5 closed out — a net gain of 36 holders — while 31 added to existing stakes and 1 trimmed.

The largest buyer was Bank of America, adding an estimated $8.07M. The largest seller was Citadel Advisors, exiting entirely with an estimated $758K sold.

  • 79 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $123M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2021, up 131% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2021 and 5 closed out, a net change of +36 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2021 was Bank of America, an estimated $8.07M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2021 was Citadel Advisors, an estimated $758K sold.

Based on aggregated 13F filings for Q1 2021.