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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

363 hedge funds and large institutions have $2.31B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 21

253% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 53

56% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $891K

50% more capital invested

Capital invested by funds: $1.54B → $2.31B (+$769M)

16% more funds holding

Funds holding: 314363 (+49)

1.39% more ownership

Funds ownership: 59.7%61.08% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
363
Holders Change
+49
Holders Change %
+15.61%
% of All Funds
4.76%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
79
Increased
187
Reduced
53
Closed
21
Calls
$1.39M
Puts
$891K
Net Calls
+$499K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$341M +$107M +743,315 +49%
Bank of America
2
Bank of America
North Carolina
$219M +$36.6M +254,139 +21%
LPL Financial
3
LPL Financial
California
$181M +$43.3M +300,737 +34%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$157M +$149M +1,037,000 New
UBS Group
5
UBS Group
Switzerland
$146M +$27.6M +191,907 +25%
Wells Fargo
6
Wells Fargo
California
$108M +$31.2M +217,101 +43%
Raymond James Financial
7
Raymond James Financial
Florida
$73.8M +$23.1M +160,351 +49%
Ameriprise
8
Ameriprise
Minnesota
$68M +$19.5M +135,821 +43%
TIA
9
Traphagen Investment Advisors
New Jersey
$53M +$639K +4,441 +1%
GWM
10
Gitterman Wealth Management
New Jersey
$36.4M -$869K -6,043 -2%
Stifel Financial
11
Stifel Financial
Missouri
$35.2M +$4.79M +33,289 +17%
AFA
12
Arlington Financial Advisors
California
$35.1M +$350K +2,433 +1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$30.4M +$2.94M +20,432 +11%
Fidelity International
14
Fidelity International
Bermuda
$30.2M +$3.41M +23,725 +13%
MIH
15
Meitav Investment House
Israel
$29.8M +$22.7K +158 +0.1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$27.8M +$5M +34,747 +23%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$21.1M +$7.44M +51,682 +59%
MTWSIF
18
Mivtachim The Workers Social Insurance Fund
Israel
$20.1M
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$19.5M +$771K +5,357 +4%
HighTower Advisors
20
HighTower Advisors
Illinois
$18.7M +$5.98M +41,583 +51%
KAS
21
Kestra Advisory Services
Texas
$18.3M -$771K -5,357 -4%
Osaic Holdings
22
Osaic Holdings
Arizona
$18.1M +$5.43M +37,735 +43%
KHLMVGHM
23
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.8M
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$16.6M +$6.34M +44,052 +67%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$16.6M +$2.91M +20,224 +23%

GRID Hedge Fund Activity: Q3 2025 in Review

363 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q3 2025, worth a combined $2.31B — up 50% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GRID positions and 21 closed out — a net gain of 58 holders — while 187 added to existing stakes and 53 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, opening a new position worth an estimated $149M. The largest seller was TPG Financial Advisors, cutting an estimated $6.76M.

  • 363 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q3 2025, up from 314 in Q2 2025.
  • Funds reported $2.31B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q3 2025, up 50% quarter-over-quarter.
  • 79 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q3 2025 and 21 closed out, a net change of +58 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q3 2025 was Harel Insurance Investments & Financial Services, an estimated $149M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q3 2025 was TPG Financial Advisors, an estimated $6.76M sold.

Based on aggregated 13F filings for Q3 2025.