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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
CCA
201
Clearwater Capital Advisors
Illinois
$357K -$2.86K -23 -0.9%
FIM
202
FWL Investment Management
Texas
$357K +$21.1K +170 +7%
IP
203
Ignite Planners
California
$356K
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$355K -$889K -7,160 -74%
PIA
205
Perennial Investment Advisors
California
$352K +$38.5K +310 +14%
FPAS
206
Focus Partners Advisor Solutions
Missouri
$351K +$314K +2,528 New
SFC
207
Strategic Financial Concepts
Texas
$351K -$322K -2,594 -51%
SMWM
208
Silvia McColl Wealth Management
California
$348K
ALS
209
Andrew L. Share
$346K
PWP
210
Principle Wealth Partners
Connecticut
$342K -$12K -97 -4%
Citadel Advisors
211
Citadel Advisors
Florida
$312K -$1.42M -11,454 -84%
Creative Planning
212
Creative Planning
Kansas
$296K +$10.8K +87 +4%
KA
213
Kovack Advisors
Florida
$270K -$11.2K -90 -4%
WEG
214
World Equity Group
Illinois
$270K +$241K +1,941 New
HF
215
HRT Financial
New York
$263K +$235K +1,895 New
SB
216
Strategic Blueprint
Georgia
$262K +$234K +1,883 New
CA
217
Clune & Associates
Illinois
$258K -$25.5K -205 -10%
CIAS
218
Capital Investment Advisory Services
North Carolina
$257K
IA
219
IFP Advisors
Florida
$255K +$11.9K +96 +6%
GDP
220
Great Diamond Partners
Maine
$255K -$8.45K -68 -4%
MFG
221
Merit Financial Group
Georgia
$245K -$1.24K -10 -0.6%
FAIM
222
Financial Advocates Investment Management
Washington
$244K -$16.9K -136 -7%
CAM
223
Cresset Asset Management
Illinois
$240K -$56.6K -456 -21%
NFA
224
Northwest Financial Advisors
Virginia
$239K -$41.7K -336 -16%
FIA
225
Foundations Investment Advisors
Arizona
$234K -$13.2K -106 -6%

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.