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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

150 hedge funds and large institutions have $326M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

24% more capital invested

Capital invested by funds: $263M → $326M (+$62.9M)

3% more funds holding

Funds holding: 145 → 150 (+5)

3.08% more ownership

Funds ownership: 49.47% → 52.54% (+3.1%)

16% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 55

Holders
150
Holders Change
+5
Holders Change %
+3.45%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
46
Reduced
55
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
Portfolio Strategies
New York
+$15.2M
2
Jane Street
Jane Street
New York
+$7.41M
3
IWM
IHT Wealth Management
Illinois
+$4.61M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.64M
5
OMC
Old Mission Capital
Illinois
+$2.08M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.96M
2
CWM
Concentrum Wealth Management
California
-$2.42M
3
FFN
Focus Financial Network
Minnesota
-$1.76M
4
UBS Group
UBS Group
Switzerland
-$1.62M
5
PAG
Private Advisor Group
New Jersey
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$354K – – –
SSWM
77
Sheets Smith Wealth Management
North Carolina
$335K -$22K -257 -6%
SRWM
78
Shira Ridge Wealth Management
California
$329K +$324K +3,775 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$323K -$64.8K -756 -17%
VWA
80
V Wealth Advisors
Kansas
$319K -$137K -1,594 -30%
DI
81
DFPG Investments
Utah
$309K – – –
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$309K +$9K +105 +3%
HighTower Advisors
83
HighTower Advisors
Illinois
$307K +$42.8K +499 +17%
AR
84
Apeiron RIA
Texas
$307K +$1.29K +15 +0.4%
AWS
85
Atria Wealth Solutions
New York
$302K -$26K -303 -8%
PGAM
86
Princeton Global Asset Management
New Jersey
$296K +$343 +4 +0.1%
CWM
87
Collaborative Wealth Management
Florida
$295K – – –
VCM
88
Vivaldi Capital Management
Illinois
$292K – – –
AAS
89
Avantax Advisory Services
Texas
$291K +$35.9K +419 +14%
Citadel Advisors
90
Citadel Advisors
Florida
$285K +$280K +3,271 New
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$278K +$9.43K +110 +4%
IFG
92
Independent Financial Group
California
$254K +$14.8K +173 +6%
PWA
93
PCG Wealth Advisors
Kansas
$253K -$279K -3,256 -53%
GDP
94
Great Diamond Partners
Maine
$253K +$248K +2,897 New
CI Investments Inc
95
CI Investments Inc
Ontario, Canada
$252K -$30K -350 -11%
SIC
96
Salem Investment Counselors
North Carolina
$239K -$17.1K -200 -7%
IF
97
Intrua Financial
Texas
$236K -$17.1K -200 -7%
VCM
98
Virtue Capital Management
Tennessee
$224K +$220K +2,570 New
EA
99
Ergawealth Advisors
Illinois
$214K +$210K +2,451 New
Creative Planning
100
Creative Planning
Kansas
$209K +$206K +2,401 New
2 3
4
5 6

GRID Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q4 2022, worth a combined $326M — up 24% from $263M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GRID positions and 14 closed out — a net gain of 6 holders — while 46 added to existing stakes and 55 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $15.2M. The largest seller was Wells Fargo, cutting an estimated $5.96M.

  • 150 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $326M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 20 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q4 2022 and 14 closed out, a net change of +6 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q4 2022 was Portfolio Strategies, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q4 2022 was Wells Fargo, an estimated $5.96M sold.

Based on aggregated 13F filings for Q4 2022.