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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
MFIM
126
Mesirow Financial Investment Management
Illinois
$1.08M +$189K +1,520 +24%
AWS
127
Atria Wealth Solutions
New York
$1.07M -$6.71K -54 -0.7%
IWM
128
IHT Wealth Management
Illinois
$1.06M +$12.5K +101 +1%
AA
129
Armis Advisers
Georgia
$1.04M +$457K +3,678 +96%
SWM
130
SeaCrest Wealth Management
New York
$964K -$47.6K -383 -5%
CA
131
CoreCap Advisors
Michigan
$944K +$119K +955 +16%
FHA
132
Flagship Harbor Advisors
Massachusetts
$941K -$9.07K -73 -1%
FA
133
Flagstar Advisors
New York
$925K +$23.4K +188 +3%
MCWS
134
McKinley Carter Wealth Services
West Virginia
$858K +$248 +2 +0%
UAG
135
United Advisor Group
Ohio
$783K +$13.2K +106 +2%
PFG
136
Prosperity Financial Group
California
$757K +$47.7K +384 +8%
WCP
137
Wealthcare Capital Partners
Pennsylvania
$756K -$745 -6 -0.1%
SFPG
138
Stonebridge Financial Planning Group
Florida
$730K
SL
139
Sentinus LLC
Illinois
$722K -$54.9K -442 -8%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$703K +$17.5K +141 +3%
MIM
141
Meixler Investment Management
Arizona
$693K +$208K +1,671 +50%
AR
142
Apeiron RIA
Texas
$693K -$34.7K -279 -5%
CSA
143
Cottage Street Advisors
Massachusetts
$692K +$25.8K +208 +4%
ET
144
Equitable Trust
Tennessee
$687K
FFA
145
Farther Finance Advisors
California
$674K +$458K +3,690 +318%
FSA
146
Financial Services Advisory
Maryland
$667K +$596K +4,799 New
OWA
147
Outlook Wealth Advisors
Texas
$663K -$994 -8 -0.2%
CA
148
Cambridge Advisors
Nebraska
$650K +$351K +2,826 +153%
SW
149
SteelPeak Wealth
California
$640K +$53.2K +428 +10%
NP
150
Nilsine Partners
Colorado
$605K -$6.21K -50 -1%

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.