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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

150 hedge funds and large institutions have $326M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $263M → $326M (+$62.9M)

3% more funds holding

Funds holding: 145 → 150 (+5)

3.08% more ownership

Funds ownership: 49.47% → 52.54% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Portfolio Strategies
New York
+$15.2M
2
Jane Street
Jane Street
New York
+$7.41M
3
IWM
IHT Wealth Management
Illinois
+$4.61M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.64M
5
OMC
Old Mission Capital
Illinois
+$2.08M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.96M
2
CWM
Concentrum Wealth Management
California
-$2.42M
3
FFN
Focus Financial Network
Minnesota
-$1.76M
4
UBS Group
UBS Group
Switzerland
-$1.62M
5
PAG
Private Advisor Group
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$879K -$26.7K -311 -3%
IGWM
52
ICA Group Wealth Management
Colorado
$850K -$24.2K -282 -3%
CA
53
CoreCap Advisors
Michigan
$826K -$74.8K -873 -8%
VAS
54
Vestmark Advisory Solutions
Massachusetts
$790K +$319K +3,719 +70%
AWM
55
AE Wealth Management
Kansas
$747K -$391K -4,560 -35%
SFPG
56
Stonebridge Financial Planning Group
Florida
$695K -$31.3K -365 -4%
CWA
57
Clarus Wealth Advisors
Arizona
$680K +$71.8K +837 +13%
CAN
58
Claraphi Advisory Network
United States
$665K +$191K +2,224 +41%
KWM
59
Kingsview Wealth Management
Oregon
$633K -$14.7K -171 -2%
PP
60
Prudential plc
United Kingdom
$611K +$600K +7,000 New
CA
61
Corrado Advisors
New Jersey
$583K +$21.1K +246 +4%
EP
62
Eudaimonia Partners
Tennessee
$554K -$4.12K -48 -0.7%
SWP
63
Stratos Wealth Partners
Ohio
$546K -$35.5K -414 -6%
MML Investors Services
64
MML Investors Services
Massachusetts
$525K +$12.8K +149 +3%
SF
65
Synovus Financial
Georgia
$453K +$171 +2 +0%
Mariner
66
Mariner
Kansas
$442K -$32.1K -374 -7%
BCMIO
67
Beacon Capital Management Inc (Ohio)
Ohio
$436K – – –
ET
68
Equitable Trust
Tennessee
$431K – – –
CIAS
69
Capital Investment Advisory Services
North Carolina
$421K +$17.1K +200 +4%
FA
70
Flagstar Advisors
New York
$415K +$17.7K +207 +5%
Vontobel Holding
71
Vontobel Holding
Switzerland
$413K -$65.4K -763 -14%
EA
72
Eudaimonia Advisors
Tennessee
$405K -$514 -6 -0.1%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$399K -$3.52K -41 -0.9%
WP
74
Wealthspan Partners
Iowa
$370K +$14.8K +173 +4%
SPC
75
Sigma Planning Corp
Michigan
$359K -$60K -700 -15%
1 2
3
4 5

GRID Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2022, worth a combined $326M — up 24% from $263M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GRID positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $5.96M.

  • 150 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $326M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2022 and 14 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2022 was Portfolio Strategies, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2022 was Wells Fargo, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2022.