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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1.81% more ownership

Funds ownership: 58.79%60.6% (+1.8%)

1% more funds holding

Funds holding: 293296 (+3)

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
132
Reduced
73
Closed
33
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
KV
51
Kickstand Ventures
New York
$3.16M +$80.2K +670 +2%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$3.15M +$880K +7,348 +36%
Jones Financial Companies
53
Jones Financial Companies
Missouri
$3.12M +$1.31M +10,960 +67%
TPA
54
Trivium Point Advisory
Connecticut
$3.12M -$72.4K -605 -2%
TWM
55
TCFG Wealth Management
California
$3.06M +$532K +4,445 +20%
WCM
56
WealthBridge Capital Management
Ohio
$3.06M +$335K +2,797 +12%
PC
57
Pecaut & Co
Iowa
$2.92M +$201K +1,678 +7%
BWL
58
Bogart Wealth LLC
Virginia
$2.91M +$192K +1,601 +7%
AssetMark Inc
59
AssetMark Inc
California
$2.87M -$88.3M -737,149 -97%
PWA
60
PCG Wealth Advisors
Kansas
$2.71M +$2.42M +20,175 +533%
Truist Financial
61
Truist Financial
North Carolina
$2.61M -$3.04M -25,357 -52%
PCIA
62
Prime Capital Investment Advisors
Kansas
$2.58M +$49.2K +411 +2%
MD
63
Money Design
Japan
$2.54M -$110K -921 -4%
QC
64
Quadrature Capital
United Kingdom
$2.45M +$2.59M +21,673 New
NFG
65
Norris Financial Group
South Carolina
$2.42M -$1.43M -11,945 -36%
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$2.41M +$68.7K +574 +3%
RA
67
RFG Advisory
Alabama
$2.29M +$2.42M +20,252 New
SA
68
Sanctuary Advisors
Indiana
$2.29M +$154K +1,284 +7%
DF
69
Dunhill Financial
United Kingdom
$2.26M +$98.7K +824 +4%
ES
70
Eagle Strategies
New York
$2.21M -$576K -4,815 -20%
SAM
71
Strive Asset Management
Ohio
$2.15M +$2.27M +18,992 New
NA
72
NewEdge Advisors
Louisiana
$2.14M +$96.6K +807 +4%
P
73
&Partners
Tennessee
$2.13M +$635K +5,308 +40%
BEI
74
Benjamin Edwards Inc
Missouri
$2.05M -$137K -1,143 -6%
RG
75
Rathbones Group
United Kingdom
$1.94M -$36.2K -302 -2%

GRID Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.

  • 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2025.