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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

263 hedge funds and large institutions have $1.07B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 105 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 26

75% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 60

36% more capital invested

Capital invested by funds: $788M → $1.07B (+$286M)

11% more funds holding

Funds holding: 237 → 263 (+26)

7.81% more ownership

Funds ownership: 54.96% → 62.77% (+7.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
263
Holders Change
+26
Holders Change %
+10.97%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
55
Increased
105
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$60.1M
2
Bank of America
Bank of America
North Carolina
+$39.8M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
FTUS
Flow Traders U.S.
New York
+$18.7M
5
LPL Financial
LPL Financial
California
+$11.5M

Top Sellers

1
BHB
Bank Hapoalim BM
Israel
-$12.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.49M
3
Jane Street
Jane Street
New York
-$3.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.39M
5
AssetMark Inc
AssetMark Inc
California
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
101
Ascent Group
Virginia
$1.06M -$221K -1,849 -18%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$1.06M -$10.1K -85 -1%
1WM
103
1858 Wealth Management
Ohio
$1.01M -$2.03K -17 -0.2%
GM
104
GeoWealth Management
Illinois
$999K +$937K +7,847 New
HI
105
Harbour Investments
Wisconsin
$977K -$1.08M -9,021 -54%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$975K +$915K +7,662 New
Jones Financial Companies
107
Jones Financial Companies
Missouri
$947K +$781K +6,540 +749%
FSA
108
Financial Services Advisory
Maryland
$892K +$837K +7,012 New
AWS
109
Atria Wealth Solutions
New York
$876K +$516K +4,326 +169%
SAF
110
Smith Anglin Financial
Texas
$856K +$803K +6,731 New
AAP
111
Arax Advisory Partners
Colorado
$818K +$95.6K +801 +14%
DADC
112
D.A. Davidson & Co
Montana
$813K +$345K +2,893 +83%
FHA
113
Flagship Harbor Advisors
Massachusetts
$772K -$120K -1,002 -14%
Comerica Bank
114
Comerica Bank
Texas
$766K +$116K +972 +19%
AR
115
Apeiron RIA
Texas
$705K +$8.47K +71 +1%
SFPG
116
Stonebridge Financial Planning Group
Florida
$669K – – –
MFIM
117
Mesirow Financial Investment Management
Illinois
$663K +$622K +5,210 New
IWC
118
Integrated Wealth Concepts
Massachusetts
$650K +$26.3K +220 +5%
PWS
119
Proactive Wealth Strategies
Georgia
$646K +$606K +5,079 New
CA
120
CoreCap Advisors
Michigan
$640K -$149K -1,250 -20%
CM
121
Columbus Macro
Pennsylvania
$640K +$600K +5,028 New
UAG
122
United Advisor Group
Ohio
$635K +$109K +915 +22%
ET
123
Equitable Trust
Tennessee
$628K – – –
FA
124
Flagstar Advisors
New York
$625K +$1.07K +9 +0.2%
IP
125
Ignite Planners
California
$625K +$12.7K +106 +2%
3 4
5
6 7

GRID Hedge Fund Activity: Q3 2024 in Review

263 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2024, worth a combined $1.07B — up 36% from $788M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GRID positions and 26 closed out — a net gain of 29 holders — while 105 added to existing stakes and 60 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $60.1M. The largest seller was Bank Hapoalim BM, exiting entirely with an estimated $12.3M sold.

  • 263 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2024, up from 237 in Q2 2024.
  • Funds reported $1.07B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2024, up 36% quarter-over-quarter.
  • 55 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2024 and 26 closed out, a net change of +29 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $60.1M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2024 was Bank Hapoalim BM, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2024.