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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
51
Bogart Wealth LLC
Virginia
$3.83M +$229K +1,845 +7%
TPA
52
Trivium Point Advisory
Connecticut
$3.78M -$42.7K -344 -1%
TWM
53
TCFG Wealth Management
California
$3.77M +$14.5K +117 +0.4%
KV
54
Kickstand Ventures
New York
$3.77M -$108K -868 -3%
AssetMark Inc
55
AssetMark Inc
California
$3.73M +$186K +1,496 +6%
PC
56
Pecaut & Co
Iowa
$3.59M +$745 +6 +0%
Jane Street
57
Jane Street
New York
$3.36M -$20.8M -167,719 -87%
AWM
58
Ameliora Wealth Management
Switzerland
$3.22M -$1.02M -8,236 -26%
Truist Financial
59
Truist Financial
North Carolina
$3.11M -$86.6K -697 -3%
NFG
60
Norris Financial Group
South Carolina
$3.05M +$64K +515 +2%
PWA
61
PCG Wealth Advisors
Kansas
$3M -$294K -2,371 -10%
MIFH
62
Migdal Insurance & Financial Holdings
Israel
$2.96M -$4.97K -40 -0.2%
SA
63
Sanctuary Advisors
Indiana
$2.96M +$132K +1,062 +5%
RA
64
RFG Advisory
Alabama
$2.92M +$94K +757 +4%
DF
65
Dunhill Financial
United Kingdom
$2.87M +$1.02M +8,182 +41%
P
66
&Partners
Tennessee
$2.84M +$229K +1,843 +10%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$2.83M +$2.36M +19,009 +1,385%
WWA
68
WCG Wealth Advisors
Nevada
$2.79M +$718K +5,784 +41%
ES
69
Eagle Strategies
New York
$2.76M +$48.2K +388 +2%
SAF
70
Smith Anglin Financial
Texas
$2.75M +$1.13M +9,100 +85%
RWA
71
Redhawk Wealth Advisors
Minnesota
$2.68M -$1.73M -13,947 -42%
SAW
72
Signal Advisors Wealth
Michigan
$2.67M +$339K +2,729 +17%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$2.62M +$2.34M +18,820 New
MD
74
Money Design
Japan
$2.6M -$456K -3,671 -16%
RG
75
Rathbones Group
United Kingdom
$2.4M +$8.94K +72 +0.4%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.