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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
SIA
151
SGL Investment Advisors
Montana
$527K +$15K +125 +3%
VCM
152
Virtue Capital Management
Tennessee
$517K +$547K +4,572 New
PSCM
153
Per Stirling Capital Management
Texas
$505K -$21K -175 -4%
NP
154
Nilsine Partners
Colorado
$498K +$2.99K +25 +0.6%
VCM
155
Vivaldi Capital Management
Illinois
$491K
JSW
156
Journey Strategic Wealth
New Jersey
$489K +$16K +134 +3%
Wealth Enhancement Advisory Services
157
Wealth Enhancement Advisory Services
Minnesota
$485K +$117K +978 +30%
ATPW
158
Ashton Thomas Private Wealth
Arizona
$479K +$506K +4,230 New
Nomura Asset Management
159
Nomura Asset Management
Japan
$473K
SW
160
SteelPeak Wealth
California
$472K +$72K +601 +17%
NFG
161
Nations Financial Group
Iowa
$467K +$90K +752 +22%
WCFA
162
Walkner Condon Financial Advisors
Wisconsin
$467K -$2.15K -18 -0.4%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$460K +$15K +125 +3%
AA
164
Armis Advisers
Georgia
$445K +$460K +3,846 New
GWM
165
GK Wealth Management
Nevada
$443K +$144K +1,199 +44%
CWM
166
Collaborative Wealth Management
Florida
$434K +$120 +1 +0%
MC
167
Moors & Cabot
Massachusetts
$425K +$4.79K +40 +1%
IA
168
IFG Advisory
Georgia
$419K +$3.11K +26 +0.7%
SFS
169
Sowell Financial Services
Arkansas
$413K +$438K +3,655 New
Fidelity Investments
170
Fidelity Investments
Massachusetts
$413K -$69.7K -582 -14%
CI Investments Inc
171
CI Investments Inc
Ontario, Canada
$405K +$12K +100 +3%
NS
172
NBC Securities
Alabama
$398K +$422K +3,523 +117,433%
BCM
173
Bourgeon Capital Management
Connecticut
$396K -$15K -125 -3%
MIM
174
Meixler Investment Management
Arizona
$375K -$479 -4 -0.1%
DWP
175
Daymark Wealth Partners
Ohio
$375K +$189K +1,580 +91%

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.