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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
GWP
176
Gateway Wealth Partners
Wisconsin
$373K +$37.7K +315 +11%
Brown Advisory
177
Brown Advisory
Maryland
$373K
SC
178
Scotia Capital
Ontario, Canada
$363K +$29.3K +245 +8%
TFA
179
TPG Financial Advisors
Oregon
$360K +$381K +3,182 New
PGAM
180
Princeton Global Asset Management
New Jersey
$358K +$120 +1 +0%
KWM
181
KFG Wealth Management
Indiana
$357K +$38.1K +318 +11%
ASN
182
Advisory Services Network
Georgia
$333K -$13.3K -111 -4%
KDA
183
Kraft Davis & Associates
Missouri
$332K
ACP
184
Aveo Capital Partners
Colorado
$323K -$3.99M -33,331 -93%
LWMI
185
Legacy Wealth Management (Idaho)
Idaho
$322K +$32.2K +269 +10%
KFGK
186
Keystone Financial Group (Kentucky)
Kentucky
$308K -$2.6M -21,700 -89%
TPW
187
Transatlantique Private Wealth
New York
$305K -$25.6K -214 -7%
AAS
188
Ameritas Advisory Services
Nebraska
$300K +$314K +2,623 New
IP
189
Ignite Planners
California
$298K -$285K -2,377 -49%
WP
190
Wealthspan Partners
Iowa
$294K -$99.7K -833 -24%
CCA
191
Clearwater Capital Advisors
Illinois
$293K +$15.8K +132 +5%
WCM
192
Wealthcare Capital Management
Virginia
$290K +$307K +2,561 New
PWP
193
Principle Wealth Partners
Connecticut
$289K
SMWM
194
Silvia McColl Wealth Management
California
$283K +$46.7K +390 +18%
ALS
195
Andrew L. Share
$282K
Northern Trust
196
Northern Trust
Illinois
$274K +$290K +2,426 New
MOS
197
MGO One Seven
Ohio
$272K +$70K +585 +32%
FIM
198
FWL Investment Management
Texas
$271K +$75.2K +628 +36%
IP
199
Intellectus Partners
California
$268K +$284K +2,372 New
SIC
200
Salem Investment Counselors
North Carolina
$264K

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.