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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avestar Capital
New York
$6.04M +$5.75M +39,948 New
OL
52
Owen LaRue
Kentucky
$6.02M +$981K +6,822 +21%
KHLMTHM
53
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.73M
SMCM
54
Sky-Mountain Capital Management
Idaho
$5.53M +$211K +1,465 +4%
Jane Street
55
Jane Street
New York
$5.39M +$1.65M +11,493 +48%
PAS
56
Park Avenue Securities
New York
$5.08M +$4.84M +33,658 New
WCM
57
WealthBridge Capital Management
Ohio
$4.89M +$391K +2,715 +9%
LJAC
58
L.J. Altfest & Co
New York
$4.88M +$4.65M +32,307 New
Truist Financial
59
Truist Financial
North Carolina
$4.56M +$1.12M +7,804 +35%
PWA
60
PCG Wealth Advisors
Kansas
$4.5M +$1.18M +8,186 +38%
AssetMark Inc
61
AssetMark Inc
California
$4.4M +$321K +2,229 +8%
TWM
62
TCFG Wealth Management
California
$4.37M +$258K +1,790 +7%
KV
63
Kickstand Ventures
New York
$4.28M +$181K +1,256 +5%
BWL
64
Bogart Wealth LLC
Virginia
$4.24M +$74.7K +519 +2%
BEI
65
Benjamin Edwards Inc
Missouri
$4.23M -$226K -1,569 -5%
TPA
66
Trivium Point Advisory
Connecticut
$4.13M +$19K +132 +0.5%
ES
67
Eagle Strategies
New York
$3.77M +$725K +5,037 +25%
KWA
68
Kingswood Wealth Advisors
California
$3.76M +$3.2M +22,264 +851%
JP Morgan Chase
69
JP Morgan Chase
New York
$3.61M +$1.37M +9,504 +66%
SPIA
70
Steward Partners Investment Advisory
New York
$3.61M +$961K +6,677 +39%
DF
71
Dunhill Financial
United Kingdom
$3.59M -$641K -4,455 -16%
SA
72
Sanctuary Advisors
Indiana
$3.34M +$118K +823 +4%
NFG
73
Norris Financial Group
South Carolina
$3.32M +$7.19K +50 +0.2%
MIFH
74
Migdal Insurance & Financial Holdings
Israel
$3.29M +$82.1K +571 +3%
SB
75
Strategic Blueprint
Georgia
$3.23M +$2.8M +19,483 +1,035%

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.