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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
GWSG
176
GPS Wealth Strategies Group
Colorado
$479K +$257K +2,072 +151%
KFGK
177
Keystone Financial Group (Kentucky)
Kentucky
$479K +$89.6K +721 +26%
JWCA
178
J.W. Cole Advisors
Florida
$478K +$427K +3,436 New
SEIA
179
Signature Estate & Investment Advisors
California
$477K +$426K +3,433 New
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$469K +$366K +2,948 +690%
AAS
181
Ameritas Advisory Services
Nebraska
$466K +$90.8K +731 +28%
ASN
182
Advisory Services Network
Georgia
$461K +$37.5K +302 +10%
Brown Advisory
183
Brown Advisory
Maryland
$458K
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$457K +$165K +1,329 +68%
KWM
185
KFG Wealth Management
Indiana
$457K +$16K +129 +4%
WP
186
Wealthspan Partners
Iowa
$454K +$82.7K +666 +26%
WA
187
Waverly Advisors
Alabama
$448K +$401K +3,226 New
PGAM
188
Princeton Global Asset Management
New Jersey
$441K +$745 +6 +0.2%
RF
189
rebel Financial
Ohio
$440K +$393K +3,164 New
William Blair & Company
190
William Blair & Company
Illinois
$427K +$155K +1,251 +69%
GWP
191
Gateway Wealth Partners
Wisconsin
$417K -$36.9K -297 -9%
MWM
192
Moran Wealth Management
Florida
$417K +$373K +3,000 New
CI Investments Inc
193
CI Investments Inc
Ontario, Canada
$414K -$74.5K -600 -17%
TPW
194
Transatlantique Private Wealth
New York
$411K +$31.9K +257 +10%
MOS
195
MGO One Seven
Ohio
$381K +$41.6K +335 +14%
KDA
196
Kraft Davis & Associates
Missouri
$375K -$42.6K -343 -12%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$371K -$122K -984 -27%
CWM
198
Collaborative Wealth Management
Florida
$364K -$151K -1,212 -32%
KWA
199
Kingswood Wealth Advisors
California
$364K +$325K +2,616 New
WIM
200
Waycross Investment Management
Washington
$362K +$324K +2,605 New

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.