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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
CCA
101
Catalyst Capital Advisors
New York
$197K -$46.3K -540 -19%
MRC
102
Millburn Ridgefield Corp
New York
$197K -$46.3K -540 -19%
MCC
103
Money Concepts Capital
Florida
$187K +$184K +2,141 New
William Blair & Company
104
William Blair & Company
Illinois
$164K -$4.89K -57 -3%
CAL
105
Capital Analysts LLC
Pennsylvania
$147K +$142K +1,653 +5,510%
CF
106
Centaurus Financial
California
$126K -$7.71K -90 -6%
SPIA
107
Steward Partners Investment Advisory
New York
$125K +$11.1K +130 +10%
PTC
108
Private Trust Company
Ohio
$120K – – –
BTI
109
Blue Trust Inc
Georgia
$103K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$101K – – –
IA
111
IFP Advisors
Florida
$98K -$54.9K -640 -26%
GWM
112
Geneos Wealth Management
Colorado
$78.5K – – –
MWM
113
Mascoma Wealth Management
New Hampshire
$66K +$21.4K +250 +49%
CFGS
114
Concourse Financial Group Securities
Alabama
$46.7K -$12.1K -141 -21%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$43K -$10.2K -119 -19%
AF
116
Allworth Financial
California
$42.7K -$12.9K -150 -23%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.4K – – –
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
$38.4K +$37.7K +440 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$35.9K -$1.89K -22 -5%
US Bancorp
120
US Bancorp
Minnesota
$31.9K +$18.5K +216 +144%
AssetMark Inc
121
AssetMark Inc
California
$30.4K -$8.4K -98 -22%
LC
122
Lindbrook Capital
California
$28.4K – – –
BCV
123
Banque Cantonale Vaudoise
Switzerland
$28K – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$27.8K – – –
CT
125
Cambridge Trust
Massachusetts
$26K +$25.7K +300 New
3 4
5
6 7

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.