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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

314 hedge funds and large institutions have $1.54B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

26% more capital invested

Capital invested by funds: $1.22B → $1.54B (+$321M)

6% more funds holding

Funds holding: 296314 (+18)

0.9% less ownership

Funds ownership: 60.6%59.7% (-0.9%)

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.13%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
48
Increased
135
Reduced
85
Closed
28
Calls
$584K
Puts
Net Calls
+$584K
Net Calls Change
+$539K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
101
NewEdge Advisors
Louisiana
$1.64M -$884K -7,114 -38%
CIA
102
Concurrent Investment Advisors
Florida
$1.63M +$275K +2,214 +23%
FWP
103
Forefront Wealth Partners
Texas
$1.62M -$30.4K -245 -2%
VVP
104
Venture Visionary Partners
Ohio
$1.62M -$4.36M -35,141 -75%
SEA
105
Stegent Equity Advisors
Texas
$1.59M -$33.5K -270 -2%
FWM
106
Foguth Wealth Management
Michigan
$1.58M -$107K -865 -7%
IWC
107
Integrated Wealth Concepts
Massachusetts
$1.55M -$27.4K -221 -2%
SFSG
108
Sound Financial Strategies Group
Mississippi
$1.49M -$52K -419 -4%
WIP
109
WealthCare Investment Partners
Rhode Island
$1.47M +$370K +2,976 +39%
WAG
110
Wiser Advisor Group
Arizona
$1.44M +$1.28M +10,335 New
CCFM
111
Clear Creek Financial Management
Washington
$1.43M +$234K +1,885 +23%
HAS
112
HBW Advisory Services
California
$1.39M -$16.5K -133 -1%
DADC
113
D.A. Davidson & Co
Montana
$1.38M +$547K +4,406 +80%
AIP
114
ARS Investment Partners
New York
$1.36M +$1.22M +9,784 New
HI
115
Harbour Investments
Wisconsin
$1.32M +$30.3K +244 +3%
SIM
116
Seaview Investment Managers
Florida
$1.29M -$119K -956 -9%
Mariner
117
Mariner
Kansas
$1.28M -$81.4K -655 -7%
PFS
118
Prospera Financial Services
Texas
$1.26M +$249K +2,001 +29%
KPWS
119
Kestra Private Wealth Services
Texas
$1.22M +$1.09M +8,768 New
HOWA
120
Heritage Oak Wealth Advisors
Florida
$1.2M +$3.6K +29 +0.3%
Comerica Bank
121
Comerica Bank
Texas
$1.15M -$19.7K -159 -2%
AWM
122
AE Wealth Management
Kansas
$1.15M -$176K -1,413 -15%
BFO
123
Biltmore Family Office
North Carolina
$1.13M
AAP
124
Arax Advisory Partners
Colorado
$1.09M +$80.1K +645 +9%
IFG
125
Independent Financial Group
California
$1.09M +$18K +145 +2%

GRID Hedge Fund Activity: Q2 2025 in Review

314 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q2 2025, worth a combined $1.54B — up 26% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new GRID positions and 28 closed out — a net gain of 20 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.2M. The largest seller was Jane Street, cutting an estimated $20.8M.

  • 314 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q2 2025, up from 296 in Q1 2025.
  • Funds reported $1.54B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q2 2025, up 26% quarter-over-quarter.
  • 48 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q2 2025 and 28 closed out, a net change of +20 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q2 2025 was LPL Financial, an estimated $15.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q2 2025 was Jane Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.