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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
VCM
151
Vivaldi Capital Management
Illinois
$603K
SFS
152
Sowell Financial Services
Arkansas
$601K +$83.3K +671 +18%
NFG
153
Nations Financial Group
Iowa
$590K +$13.8K +111 +3%
SIA
154
SGL Investment Advisors
Montana
$590K -$1.61K -13 -0.3%
SA
155
Sovran Advisors
California
$586K -$430K -3,463 -45%
Nomura Asset Management
156
Nomura Asset Management
Japan
$581K
ATPW
157
Ashton Thomas Private Wealth
Arizona
$579K -$8.2K -66 -2%
JSW
158
Journey Strategic Wealth
New Jersey
$577K -$21.7K -175 -4%
NEWAS
159
N.E.W. Advisory Services
Wisconsin
$574K -$127K -1,025 -20%
PSCM
160
Per Stirling Capital Management
Texas
$571K -$44.2K -356 -8%
PWS
161
Proactive Wealth Strategies
Georgia
$563K -$128K -1,028 -20%
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$561K -$34.5K -278 -6%
WCFA
163
Walkner Condon Financial Advisors
Wisconsin
$558K -$14.2K -114 -3%
IP
164
Intellectus Partners
California
$548K +$195K +1,569 +66%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$548K -$15.7K -126 -3%
IA
166
IFG Advisory
Georgia
$534K +$16.5K +133 +4%
MC
167
Moors & Cabot
Massachusetts
$525K +$2.86K +23 +0.6%
QPW
168
Quantum Private Wealth
Florida
$521K +$466K +3,748 New
LWMI
169
Legacy Wealth Management (Idaho)
Idaho
$521K +$112K +901 +32%
LIS
170
Legacy Investment Solutions
Idaho
$521K +$465K +3,747 New
GWM
171
GK Wealth Management
Nevada
$517K -$24.1K -194 -5%
DWP
172
Daymark Wealth Partners
Ohio
$505K +$40K +322 +10%
CW
173
CreativeOne Wealth
Kansas
$494K +$199K +1,605 +82%
NS
174
NBC Securities
Alabama
$489K -$248 -2 -0.1%
SC
175
Scotia Capital
Ontario, Canada
$482K +$32K +258 +8%

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.