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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

461 hedge funds and large institutions have $3.24B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2025 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 240 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 15

501% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $168K

329% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 56

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

41% more capital invested

Capital invested by funds: $2.31B → $3.24B (+$935M)

27% more funds holding

Funds holding: 363461 (+98)

1.11% more ownership

Funds ownership: 61.08%62.2% (+1.1%)

Holders
461
Holders Change
+98
Holders Change %
+27%
% of All Funds
5.61%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
120
Increased
240
Reduced
56
Closed
15
Calls
$1.01M
Puts
$168K
Net Calls
+$842K
Net Calls Change
+$343K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$451M +$106M +691,924 +31%
Bank of America
2
Bank of America
North Carolina
$272M +$51.1M +332,947 +23%
LPL Financial
3
LPL Financial
California
$260M +$77.3M +503,963 +42%
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$234M +$75.2M +490,000 +47%
UBS Group
5
UBS Group
Switzerland
$194M +$45.8M +298,762 +31%
Wells Fargo
6
Wells Fargo
California
$157M +$47.2M +307,664 +43%
Raymond James Financial
7
Raymond James Financial
Florida
$108M +$33.7M +219,977 +45%
Ameriprise
8
Ameriprise
Minnesota
$82.7M +$14M +90,961 +20%
TIA
9
Traphagen Investment Advisors
New Jersey
$54.6M +$905K +5,902 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$47.2M +$28.3M +184,755 +149%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41.6M +$13.6M +88,431 +48%
Fidelity International
12
Fidelity International
Bermuda
$41M +$10.3M +67,135 +34%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$40.8M +$10M +65,431 +33%
Stifel Financial
14
Stifel Financial
Missouri
$40M +$4.37M +28,463 +12%
PWM
15
Perigon Wealth Management
California
$37.6M +$37.4M +243,903 +12,104%
AFA
16
Arlington Financial Advisors
California
$35.5M -$15K -98 -0%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$33.4M +$12M +78,168 +56%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$32.7M +$15.9M +103,945 +95%
Osaic Holdings
19
Osaic Holdings
Arizona
$30.6M +$11.3M +73,975 +59%
MTWSIF
20
Mivtachim The Workers Social Insurance Fund
Israel
$30.3M +$9.97M +65,000 +49%
MIH
21
Meitav Investment House
Israel
$30.2M +$8.44K +55 +0%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$28.6M +$11.7M +76,498 +69%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$24.4M +$8.76M +57,098 +56%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$20.9M +$1.12M +7,320 +6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$20.4M +$9.09M +59,261 +80%