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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
126
Meixler Investment Management
Arizona
$1.48M +$694K +4,821 +97%
AIP
127
ARS Investment Partners
New York
$1.47M -$10.2K -71 -0.7%
KPWS
128
Kestra Private Wealth Services
Texas
$1.44M +$111K +769 +9%
SAW
129
Signal Advisors Wealth
Michigan
$1.42M -$1.41M -9,770 -51%
SS
130
Sunbelt Securities
Texas
$1.4M +$1.34M +9,282 New
MFIM
131
Mesirow Financial Investment Management
Illinois
$1.4M +$210K +1,457 +19%
AWM
132
AE Wealth Management
Kansas
$1.39M +$136K +944 +11%
SFSG
133
Sound Financial Strategies Group
Mississippi
$1.35M -$251K -1,746 -16%
Mariner
134
Mariner
Kansas
$1.33M -$59.1K -411 -4%
HOWA
135
Heritage Oak Wealth Advisors
Florida
$1.29M -$16.7K -116 -1%
Comerica Bank
136
Comerica Bank
Texas
$1.25M +$2.45K +17 +0.2%
BFO
137
Biltmore Family Office
North Carolina
$1.23M
SIM
138
Seaview Investment Managers
Florida
$1.2M -$192K -1,337 -14%
IWM
139
IHT Wealth Management
Illinois
$1.16M +$6.04K +42 +0.6%
SFPG
140
Stonebridge Financial Planning Group
Florida
$1.16M +$345K +2,400 +46%
FHA
141
Flagship Harbor Advisors
Massachusetts
$1.08M +$57K +396 +6%
AA
142
Armis Advisers
Georgia
$1.08M -$74.7K -519 -7%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$1.06M +$120K +832 +13%
SWM
144
SeaCrest Wealth Management
New York
$1.04M -$22.4K -156 -2%
CA
145
Cambridge Advisors
Nebraska
$1M +$283K +1,967 +42%
FFA
146
Farther Finance Advisors
California
$999K +$254K +1,767 +36%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$961K +$188K +1,309 +26%
CSA
148
Cottage Street Advisors
Massachusetts
$927K +$167K +1,164 +23%
UAG
149
United Advisor Group
Ohio
$927K +$72.4K +503 +9%
IA
150
IFP Advisors
Florida
$913K +$605K +4,205 +229%

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.