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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

145 hedge funds and large institutions have $263M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

0.56% less ownership

Funds ownership: 50.02% → 49.47% (-0.56%)

2% less funds holding

Funds holding: 148 → 145 (-3)

8% less capital invested

Capital invested by funds: $285M → $263M (-$21.8M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
42
Closed
14
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$53K

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$1.38M
2
GIA
Gladstone Institutional Advisory
Florida
+$1.27M
3
FANJ
Financial Architects (New Jersey)
New Jersey
+$1.26M
4
MD
Money Design
Japan
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$980K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.85M
2
Bank of America
Bank of America
North Carolina
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.28M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
HT
HAP Trading
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$348K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$348K +$84 +1 +0%
FA
78
Flagstar Advisors
New York
$342K +$141K +1,676 +58%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$335K +$374K +4,459 New
SSWM
80
Sheets Smith Wealth Management
North Carolina
$309K +$4.45K +53 +1%
WP
81
Wealthspan Partners
Iowa
$306K -$16.1K -192 -5%
DADC
82
D.A. Davidson & Co
Montana
$305K -$7.3K -87 -2%
MAP
83
Milestone Advisory Partners
North Carolina
$305K – – –
SOS
84
Silver Oak Securities
Tennessee
$295K +$263K +3,141 New
AWS
85
Atria Wealth Solutions
New York
$283K -$64K -763 -17%
CAG
86
Csenge Advisory Group
Florida
$272K -$35.7K -425 -11%
IAIM
87
International Assets Investment Management
Florida
$267K – – –
DI
88
DFPG Investments
Utah
$261K – – –
AR
89
Apeiron RIA
Texas
$260K +$294K +3,501 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$256K +$14.3K +171 +5%
PGAM
91
Princeton Global Asset Management
New Jersey
$255K -$5.37K -64 -2%
CWM
92
Collaborative Wealth Management
Florida
$254K – – –
VCM
93
Vivaldi Capital Management
Illinois
$244K – – –
CI Investments Inc
94
CI Investments Inc
Ontario, Canada
$244K +$35.7K +425 +15%
WCFA
95
Walkner Condon Financial Advisors
Wisconsin
$231K +$258K +3,071 New
HighTower Advisors
96
HighTower Advisors
Illinois
$227K -$12.6K -150 -5%
SIC
97
Salem Investment Counselors
North Carolina
$221K – – –
D
98
Diversified
Delaware
$220K -$59.3K -707 -19%
AAS
99
Avantax Advisory Services
Texas
$219K -$503 -6 -0.2%
CCA
100
Catalyst Capital Advisors
New York
$211K -$84.9K -1,012 -27%
2 3
4
5 6

GRID Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2022, worth a combined $263M — down 7.7% from $285M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GRID and 12 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 54 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $8.85M.

  • 145 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2022, down from 148 in Q2 2022.
  • Funds reported $263M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 12 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2022 was NewEdge Advisors, an estimated $1.38M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2022 was Jane Street, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2022.