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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
Morgan Stanley
1
Morgan Stanley
New York
$161M +$12.2M +101,546 +8%
Bank of America
2
Bank of America
North Carolina
$128M +$34.8M +290,958 +35%
UBS Group
3
UBS Group
Switzerland
$88.7M +$49.2M +411,214 +110%
LPL Financial
4
LPL Financial
California
$87.4M +$11.9M +99,676 +15%
Wells Fargo
5
Wells Fargo
California
$54.4M +$10.5M +88,053 +22%
TIA
6
Traphagen Investment Advisors
New Jersey
$39.1M +$2.12M +17,678 +5%
Ameriprise
7
Ameriprise
Minnesota
$34.2M +$9.84M +82,152 +37%
Raymond James Financial
8
Raymond James Financial
Florida
$34.1M +$3.72M +31,113 +12%
GWM
9
Gitterman Wealth Management
New Jersey
$27.6M +$1.87M +15,628 +7%
AFA
10
Arlington Financial Advisors
California
$25.1M +$428K +3,574 +2%
MIH
11
Meitav Investment House
Israel
$22.3M +$1.41M +11,795 +6%
Jane Street
12
Jane Street
New York
$21.7M +$20.8M +173,442 +940%
Stifel Financial
13
Stifel Financial
Missouri
$20.8M +$6.56M +54,786 +42%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20M +$1.53M +12,811 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$16.4M +$3.62M +30,223 +26%
KAS
16
Kestra Advisory Services
Texas
$14.9M -$1.55M -12,944 -9%
MTWSIF
17
Mivtachim The Workers Social Insurance Fund
Israel
$14.7M
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$13.7M +$1.02M +8,543 +8%
KHLMVGHM
19
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$12.6M
AWM
20
Aprio Wealth Management
Georgia
$12M +$1.7M +14,174 +15%
FTUS
21
Flow Traders U.S.
New York
$11.3M +$5.34M +44,611 +80%
PCM
22
Presidio Capital Management
California
$10.5M +$10.8M +90,085 +3,043%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$10M +$1.05M +8,797 +11%
MML Investors Services
24
MML Investors Services
Massachusetts
$9.39M +$1.26M +10,526 +15%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.31M +$2.04M +16,998 +26%

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.