We are live on ! Find out more
GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

263 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

36% more capital invested

Capital invested by funds: $788M → $1.07B (+$286M)

11% more funds holding

Funds holding: 237 → 263 (+26)

7.81% more ownership

Funds ownership: 54.96% → 62.77% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
55
Increased
105
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$60.1M
2
Bank of America
Bank of America
North Carolina
+$39.8M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
FTUS
Flow Traders U.S.
New York
+$18.7M
5
LPL Financial
LPL Financial
California
+$11.5M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$12.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.49M
3
Jane Street
Jane Street
New York
-$3.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.39M
5
AssetMark Inc
AssetMark Inc
California
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
51
Foguth Wealth Management
Michigan
$3.04M +$2.89M +24,203 New
BWL
52
Bogart Wealth LLC
Virginia
$2.92M +$161K +1,351 +6%
SCA
53
Snowden Capital Advisors
New York
$2.85M +$2.41M +20,218 +929%
KFGK
54
Keystone Financial Group (Kentucky)
Kentucky
$2.75M +$2.58M +21,588 New
TWM
55
TCFG Wealth Management
California
$2.7M +$2.54M +21,253 New
WCM
56
WealthBridge Capital Management
Ohio
$2.65M +$403K +3,378 +19%
BFWM
57
Bright Futures Wealth Management
New York
$2.53M -$248K -2,074 -9%
MIFH
58
Migdal Insurance & Financial Holdings
Israel
$2.53M -$90.1K -755 -4%
MF
59
Montis Financial
Massachusetts
$2.49M +$2.33M +19,536 New
PC
60
Pecaut & Co
Iowa
$2.47M +$176K +1,472 +8%
WWA
61
WCG Wealth Advisors
Nevada
$2.4M -$1.55K -13 -0.1%
SA
62
Sanctuary Advisors
Indiana
$2.36M +$1.1M +9,188 +95%
FAM
63
Flaharty Asset Management
Florida
$2.36M -$231K -1,932 -9%
BEI
64
Benjamin Edwards Inc
Missouri
$2.29M +$2.15M +18,025 New
SPC
65
Sigma Planning Corp
Michigan
$2.28M +$1.67M +13,967 +353%
GVAG
66
Great Valley Advisor Group
Delaware
$2.27M +$19.7K +165 +0.9%
SAM
67
Synergy Asset Management
Washington
$2.12M +$1.76M +14,777 +770%
DF
68
Dunhill Financial
United Kingdom
$2.11M +$46.3K +388 +2%
TC
69
TAP Consulting
Missouri
$2.1M -$97.3K -815 -5%
SIM
70
Seaview Investment Managers
Florida
$2.06M +$1.93M +16,201 New
WA
71
Waverly Advisors
Alabama
$1.97M +$597 +5 +0%
BCM
72
Beaumont Capital Management
Massachusetts
$1.91M +$1.28M +10,699 +249%
GCC
73
Guardian Capital (Canada)
Ontario, Canada
$1.87M +$146K +1,223 +9%
SCM
74
Sage Capital Management
New Jersey
$1.85M +$5.25K +44 +0.3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.83M +$95.4K +799 +6%
1 2
3
4 5

GRID Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2024, worth a combined $1.07B — up 36% from $788M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GRID positions and 26 closed out — a net gain of 29 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $60.1M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2024, up from 237 in Q2 2024.
  • Funds reported $1.07B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2024, up 36% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2024 and 26 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $60.1M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2024 was Bank Hapoalim BM, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.