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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

296 hedge funds and large institutions have $1.22B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 73

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

1.81% more ownership

Funds ownership: 58.79%60.6% (+1.8%)

1% more funds holding

Funds holding: 293296 (+3)

1% more capital invested

Capital invested by funds: $1.2B → $1.22B (+$12.3M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
296
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
3.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
132
Reduced
73
Closed
33
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
WIP
126
WealthCare Investment Partners
Rhode Island
$837K +$906K +7,570 New
SWM
127
SeaCrest Wealth Management
New York
$828K -$696K -5,813 -44%
AAP
128
Arax Advisory Partners
Colorado
$814K -$23.9K -200 -3%
GS
129
GTS Securities
New York
$805K -$2.42M -20,190 -74%
PFS
130
Prospera Financial Services
Texas
$794K +$388K +3,238 +86%
FHA
131
Flagship Harbor Advisors
Massachusetts
$774K -$70.3K -587 -8%
FA
132
Flagstar Advisors
New York
$731K +$194K +1,624 +34%
MFIM
133
Mesirow Financial Investment Management
Illinois
$708K +$64.4K +538 +9%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$698K -$294K -2,458 -28%
CRC
135
Curi RMB Capital
Illinois
$681K +$721K +6,019 New
CA
136
CoreCap Advisors
Michigan
$660K +$94.8K +792 +16%
SL
137
Sentinus LLC
Illinois
$638K -$200K -1,673 -23%
UAG
138
United Advisor Group
Ohio
$625K +$59K +493 +10%
DADC
139
D.A. Davidson & Co
Montana
$624K -$94.1K -786 -12%
WCP
140
Wealthcare Capital Partners
Pennsylvania
$616K +$652K +5,444 New
AR
141
Apeiron RIA
Texas
$596K -$40.7K -340 -6%
SFPG
142
Stonebridge Financial Planning Group
Florida
$594K
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$583K +$248K +2,071 +67%
SFC
144
Strategic Financial Concepts
Texas
$579K +$203K +1,697 +50%
PWS
145
Proactive Wealth Strategies
Georgia
$574K -$7.66K -64 -1%
PFG
146
Prosperity Financial Group
California
$573K +$139K +1,158 +30%
ET
147
Equitable Trust
Tennessee
$559K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$556K +$73.4K +613 +14%
OWA
149
Outlook Wealth Advisors
Texas
$540K +$91.6K +765 +19%
CSA
150
Cottage Street Advisors
Massachusetts
$539K +$69K +576 +14%

GRID Hedge Fund Activity: Q1 2025 in Review

296 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2025, worth a combined $1.22B — up 1% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new GRID positions and 33 closed out — a net gain of 8 holders — while 132 added to existing stakes and 73 trimmed.

The largest buyer was UBS Group, adding an estimated $49.2M. The largest seller was AssetMark Inc, cutting an estimated $88.3M.

  • 296 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2025, up from 293 in Q4 2024.
  • Funds reported $1.22B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2025, up 1% quarter-over-quarter.
  • 41 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2025 and 33 closed out, a net change of +8 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2025 was UBS Group, an estimated $49.2M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2025 was AssetMark Inc, an estimated $88.3M sold.

Based on aggregated 13F filings for Q1 2025.