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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$3.13M +$2.98M +20,708 New
P
77
&Partners
Tennessee
$3.11M +$27.9K +194 +0.9%
HW
78
Hedeker Wealth
Illinois
$3.11M +$1.17M +8,135 +65%
WAS
79
WESPAC Advisors SoCal
California
$3.06M +$2.91M +20,237 New
RWA
80
Redhawk Wealth Advisors
Minnesota
$2.84M -$68K -473 -2%
HI
81
Harbour Investments
Wisconsin
$2.81M +$1.32M +9,152 +97%
PCIA
82
Prime Capital Investment Advisors
Kansas
$2.79M +$420K +2,919 +19%
RG
83
Rathbones Group
United Kingdom
$2.74M +$126K +875 +5%
1WM
84
1858 Wealth Management
Ohio
$2.73M +$504K +3,500 +24%
WS
85
Wedbush Securities
California
$2.66M +$742K +5,161 +41%
SWP
86
Stratos Wealth Partners
Ohio
$2.64M +$93.1K +647 +4%
LFAS
87
Level Four Advisory Services
Texas
$2.63M +$2.51M +17,416 New
IFG
88
Independent Financial Group
California
$2.56M +$1.31M +9,112 +117%
KWM
89
Kingsview Wealth Management
Oregon
$2.55M +$207K +1,437 +9%
PFS
90
Prospera Financial Services
Texas
$2.54M +$1.11M +7,750 +86%
BCA
91
Bay Colony Advisors
Massachusetts
$2.52M +$98.7K +686 +4%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$2.49M +$2.37M +16,493 New
WEG
93
World Equity Group
Illinois
$2.4M +$2.01M +13,971 +720%
GIA
94
Gladstone Institutional Advisory
Florida
$2.37M +$71.9K +500 +3%
SCM
95
Sage Capital Management
New Jersey
$2.31M +$26.3K +183 +1%
NA
96
NewEdge Advisors
Louisiana
$2.29M +$487K +3,383 +29%
DADC
97
D.A. Davidson & Co
Montana
$2.27M +$732K +5,091 +51%
GVAG
98
Great Valley Advisor Group
Delaware
$2.24M +$43.2K +300 +2%
CWM
99
Cornerstone Wealth Management
Missouri
$2.24M +$347K +2,415 +19%
PA
100
Parallel Advisors
California
$2.16M +$1.88M +13,076 +1,067%

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.