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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID

145 hedge funds and large institutions have $263M invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 42

0.56% less ownership

Funds ownership: 50.02% → 49.47% (-0.56%)

2% less funds holding

Funds holding: 148 → 145 (-3)

8% less capital invested

Capital invested by funds: $285M → $263M (-$21.8M)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
54
Reduced
42
Closed
14
Calls
$53K
Puts
–
Net Calls
+$53K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.38M
2
GIA
Gladstone Institutional Advisory
Florida
+$1.27M
3
FANJ
Financial Architects (New Jersey)
New Jersey
+$1.26M
4
MD
Money Design
Japan
+$1.08M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$980K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$8.85M
2
Bank of America
Bank of America
North Carolina
-$3.04M
3
OMC
Old Mission Capital
Illinois
-$2.28M
4
Ameriprise
Ameriprise
Minnesota
-$1.73M
5
HT
HAP Trading
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$14K – – –
OPW
127
Oxler Private Wealth
New York
$13.8K – – –
JFA
128
JNBA Financial Advisors
Minnesota
$12K – – –
CS
129
Credit Suisse
Switzerland
$11K – – –
US Bancorp
130
US Bancorp
Minnesota
$11K – – –
GRP
131
Global Retirement Partners
California
$11K +$8.89K +106 +408%
FMP
132
Financial Management Professionals
Texas
$10K – – –
PB
133
Pinnacle Bancorp
Nebraska
$10K – – –
LFG
134
Larson Financial Group
Missouri
$9K – – –
RCM
135
Raleigh Capital Management
North Carolina
$9K – – –
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$8K – – –
BAM
137
Bellevue Asset Management
Washington
$7K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$4K – – –
FHC
139
First Heartland Consultants
Missouri
$3.28K +$202K +2,403 +6%
FRA
140
Front Row Advisors
California
$3K – – –
AAP
141
Arax Advisory Partners
Colorado
$3K +$3.27K +39 New
MA
142
MCF Advisors
Kentucky
$2K – – –
SWM
143
Spire Wealth Management
Virginia
$2K – – –
CAL
144
Capital Analysts LLC
Pennsylvania
$2K +$2.52K +30 New
TFGT
145
TS Financial Group (TSFG)
Illinois
$1K -$21K -250 -96%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$18 +$8.39K +100 +91%
OMC
147
Old Mission Capital
Illinois
– -$2.28M -29,445 Closed
HT
148
HAP Trading
New York
– -$1.21M -15,573 Closed
HF
149
HRT Financial
New York
– -$877K -11,315 Closed
BBL
150
Beck Bode LLC
Massachusetts
– -$827K -10,662 Closed
3 4 5
6
7

GRID Hedge Fund Activity: Q3 2022 in Review

145 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2022, worth a combined $263M — down 7.7% from $285M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GRID and 12 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 54 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.38M. The largest seller was Jane Street, cutting an estimated $8.85M.

  • 145 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2022, down from 148 in Q2 2022.
  • Funds reported $263M of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2022, down 7.7% quarter-over-quarter.
  • 12 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2022 and 14 closed out, a net change of -2 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2022 was NewEdge Advisors, an estimated $1.38M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2022 was Jane Street, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2022.