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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
SPIA
76
Steward Partners Investment Advisory
New York
$1.88M +$61.3K +512 +3%
USCWA
77
U.S. Capital Wealth Advisors
Texas
$1.88M +$190K +1,590 +11%
SAW
78
Signal Advisors Wealth
Michigan
$1.86M -$610K -5,092 -24%
MF
79
Montis Financial
Massachusetts
$1.84M -$168K -1,400 -8%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$1.77M -$68.8K -575 -4%
FAM
81
Flaharty Asset Management
Florida
$1.69M -$222K -1,851 -11%
SCM
82
Sage Capital Management
New Jersey
$1.68M +$30.8K +257 +2%
GVAG
83
Great Valley Advisor Group
Delaware
$1.64M -$390K -3,254 -18%
KWM
84
Kingsview Wealth Management
Oregon
$1.64M +$59.1K +494 +4%
SWP
85
Stratos Wealth Partners
Ohio
$1.62M +$722K +6,032 +73%
WWA
86
WCG Wealth Advisors
Nevada
$1.61M -$153K -1,279 -8%
FWP
87
Forefront Wealth Partners
Texas
$1.56M +$29.3K +245 +2%
Citadel Advisors
88
Citadel Advisors
Florida
$1.55M +$922K +7,698 +128%
PCOTEOTHU
89
Provident Company of the Employees of the Hebrew University
Israel
$1.52M +$59.3K +495 +4%
AIFAIM
90
American Institute for Advanced Investment Management
Arizona
$1.52M +$1.39M +11,603 +100%
WS
91
Wedbush Securities
California
$1.5M +$76.7K +641 +5%
KIA
92
Kraematon Investment Advisors
Massachusetts
$1.48M -$39.9K -333 -2%
1WM
93
1858 Wealth Management
Ohio
$1.43M +$26.6K +222 +2%
GIA
94
Gladstone Institutional Advisory
Florida
$1.42M +$1.03M +8,592 +215%
FWM
95
Foguth Wealth Management
Michigan
$1.38M -$1.58M -13,220 -52%
SEA
96
Stegent Equity Advisors
Texas
$1.33M -$14.6K -122 -1%
SPC
97
Sigma Planning Corp
Michigan
$1.31M -$917K -7,661 -40%
CWM
98
Concentrum Wealth Management
California
$1.29M -$83.9K -701 -6%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.29M +$83.1K +694 +6%
HW
100
Hedeker Wealth
Illinois
$1.29M +$189K +1,582 +16%

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.