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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

145 hedge funds and large institutions have $263M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

0.56% less ownership

Funds ownership: 50.02% → 49.47% (-0.56%)

2% less funds holding

Funds holding: 148 → 145 (-3)

8% less capital invested

Capital invested by funds: $285M → $263M (-$21.8M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
42
Closed
14
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$53K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.38M
2
GIA
Gladstone Institutional Advisory
Florida
+$1.27M
3
FANJ
Financial Architects (New Jersey)
New Jersey
+$1.26M
4
MD
Money Design
Japan
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$980K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.85M
2
Bank of America
Bank of America
North Carolina
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.28M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
HT
HAP Trading
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
CoreCap Advisors
Michigan
$778K +$28.2K +336 +3%
IGWM
52
ICA Group Wealth Management
Colorado
$751K +$587 +7 +0.1%
SFPG
53
Stonebridge Financial Planning Group
Florida
$627K -$138K -1,640 -16%
APA
54
American Portfolios Advisors
New York
$620K -$85K -1,013 -11%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$584K -$199K -2,373 -23%
KWM
56
Kingsview Wealth Management
Oregon
$559K -$29.3K -349 -4%
SWP
57
Stratos Wealth Partners
Ohio
$502K -$79.8K -951 -12%
CWA
58
Clarus Wealth Advisors
Arizona
$500K -$1.34K -16 -0.2%
CA
59
Corrado Advisors
New Jersey
$485K +$11.1K +132 +2%
EP
60
Eudaimonia Partners
Tennessee
$482K +$59.8K +713 +13%
BCM
61
Barometer Capital Management
Ontario, Canada
$474K +$528K +6,300 New
PWA
62
PCG Wealth Advisors
Kansas
$471K +$258K +3,080 +100%
MML Investors Services
63
MML Investors Services
Massachusetts
$441K +$2.52K +30 +0.5%
Vontobel Holding
64
Vontobel Holding
Switzerland
$414K – – –
Mariner
65
Mariner
Kansas
$409K +$456K +5,435 New
CAN
66
Claraphi Advisory Network
United States
$406K -$28K -334 -6%
VAS
67
Vestmark Advisory Solutions
Massachusetts
$401K +$448K +5,336 New
SF
68
Synovus Financial
Georgia
$398K +$56.8K +677 +15%
VWA
69
V Wealth Advisors
Kansas
$394K +$168 +2 +0%
HGERS
70
Householder Group Estate & Retirement Specialist
Arizona
$381K -$14.8K -177 -3%
BCMIO
71
Beacon Capital Management Inc (Ohio)
Ohio
$376K – – –
ET
72
Equitable Trust
Tennessee
$372K – – –
WWM
73
Western Wealth Management
Colorado
$366K +$77.8K +928 +24%
SPC
74
Sigma Planning Corp
Michigan
$362K +$4.28K +51 +1%
EA
75
Eudaimonia Advisors
Tennessee
$349K +$9.31K +111 +2%
1 2
3
4 5

GRID Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2022, worth a combined $263M — down 7.7% from $285M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GRID and 12 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 54 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $8.85M.

  • 145 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2022, down from 148 in Q2 2022.
  • Funds reported $263M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 12 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2022 was NewEdge Advisors, an estimated $1.38M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2022 was Jane Street, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2022.