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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

461 hedge funds and large institutions have $3.24B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 240 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 15

501% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $168K

329% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 56

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

41% more capital invested

Capital invested by funds: $2.31B → $3.24B (+$935M)

27% more funds holding

Funds holding: 363461 (+98)

1.11% more ownership

Funds ownership: 61.08%62.2% (+1.1%)

Holders
461
Holders Change
+98
Holders Change %
+27%
% of All Funds
5.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
120
Increased
240
Reduced
56
Closed
15
Calls
$1.01M
Puts
$168K
Net Calls
+$842K
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
FIS
101
Fischer Investment Strategies
California
$3.69M +$3.7M +24,146 New
DF
102
Dunhill Financial
United Kingdom
$3.62M -$23.5K -153 -0.6%
IAIM
103
International Assets Investment Management
Florida
$3.55M +$1.31M +8,514 +58%
WS
104
Wedbush Securities
California
$3.49M +$790K +5,148 +29%
NFG
105
Norris Financial Group
South Carolina
$3.38M +$20.6K +134 +0.6%
MIFH
106
Migdal Insurance & Financial Holdings
Israel
$3.29M -$53.1K -346 -2%
HW
107
Hedeker Wealth
Illinois
$3.29M +$142K +927 +5%
BW
108
BIP Wealth
Georgia
$3.26M +$3.27M +21,328 New
GIA
109
Gladstone Institutional Advisory
Florida
$3.24M +$840K +5,473 +35%
KAS
110
KPP Advisory Services
Kentucky
$3.21M +$3.22M +20,975 New
MCWS
111
McKinley Carter Wealth Services
West Virginia
$3.14M +$2.08M +13,528 +193%
SWP
112
Stratos Wealth Partners
Ohio
$3.06M +$392K +2,553 +15%
MA
113
Mutual Advisors
Nebraska
$3.05M +$1.01M +6,607 +50%
LFAS
114
Level Four Advisory Services
Texas
$2.86M +$200K +1,303 +7%
IFG
115
Independent Financial Group
California
$2.84M +$253K +1,648 +10%
WA
116
Waverly Advisors
Alabama
$2.67M +$1.98M +12,928 +285%
JWCA
117
J.W. Cole Advisors
Florida
$2.62M +$1.39M +9,032 +90%
SCS
118
Southern Capital Services
Alabama
$2.6M +$2.61M +17,013 New
HAG
119
HighPoint Advisor Group
Illinois
$2.54M +$2.55M +16,617 New
AAP
120
Arax Advisory Partners
Colorado
$2.52M +$2.53M +16,482 New
PS
121
Principal Securities
Iowa
$2.45M +$1.69M +11,029 +222%
AWA
122
Alaska Wealth Advisors
Alaska
$2.42M +$2.43M +15,807 New
WIM
123
Waycross Investment Management
Washington
$2.41M +$332K +2,161 +16%
CWM
124
Cornerstone Wealth Management
Missouri
$2.39M +$124K +810 +5%
GSIAS
125
Garden State Investment Advisory Services
New Jersey
$2.37M +$1.82M +11,882 +327%