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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

540 hedge funds and large institutions have $4.15B invested in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in 2026 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 279 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 28

298% more call options, than puts

Call options by funds: $6.97M | Put options by funds: $1.75M

213% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 89

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

28% more capital invested

Capital invested by funds: $3.24B → $4.15B (+$913M)

17% more funds holding

Funds holding: 462540 (+78)

8.67% less ownership

Funds ownership: 62.2%53.53% (-8.7%)

Holders
540
Holders Change
+78
Holders Change %
+16.88%
% of All Funds
6.65%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
115
Increased
279
Reduced
89
Closed
28
Calls
$6.97M
Puts
$1.75M
Net Calls
+$5.22M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$531M +$49.2M +296,255 +10%
LPL Financial
2
LPL Financial
California
$350M +$73M +438,930 +26%
Bank of America
3
Bank of America
North Carolina
$347M +$56.7M +340,826 +19%
UBS Group
4
UBS Group
Switzerland
$263M +$56.5M +340,194 +27%
Wells Fargo
5
Wells Fargo
California
$214M +$47.2M +284,168 +28%
Raymond James Financial
6
Raymond James Financial
Florida
$157M +$42.2M +253,640 +36%
Ameriprise
7
Ameriprise
Minnesota
$140M +$52M +312,845 +58%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$92.9M +$58.2M +349,964 +160%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$72.2M +$28.1M +168,929 +62%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$62.9M +$32.9M +197,822 +106%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$59M +$15.6M +93,983 +35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$55.6M +$21M +126,433 +59%
HighTower Advisors
13
HighTower Advisors
Illinois
$53.2M +$2.78M +16,752 +5%
Fidelity International
14
Fidelity International
Bermuda
$49.7M +$6.16M +37,059 +14%
IAA
15
Independent Advisor Alliance
North Carolina
$47.8M +$48.6M +292,512 New
TIA
16
Traphagen Investment Advisors
New Jersey
$45.8M -$12.7M -76,365 -21%
Stifel Financial
17
Stifel Financial
Missouri
$45.3M +$2.59M +15,605 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$40.3M +$7.69M +46,293 +23%
PWM
19
Perigon Wealth Management
California
$37.4M -$2.84M -17,084 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$35.7M +$9.78M +58,845 +37%
NSLI
21
Nan Shan Life Insurance
Taiwan
$35.6M +$36.2M +217,775 New
AFA
22
Arlington Financial Advisors
California
$34.6M -$3.41M -20,529 -9%
MIH
23
Meitav Investment House
Israel
$34.6M +$2.35M +14,125 +7%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$32.5M +$11.7M +70,338 +53%
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$32.4M

GRID Hedge Fund Activity: Q1 2026 in Review

540 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) for Q1 2026, worth a combined $4.15B — up 28% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new GRID positions and 28 closed out — a net gain of 87 holders — while 279 added to existing stakes and 89 trimmed.

The largest buyer was LPL Financial, adding an estimated $73M. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $234M sold.

  • 540 institutional investors held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) as of Q1 2026, up from 462 in Q4 2025.
  • Funds reported $4.15B of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock for Q1 2026, up 28% quarter-over-quarter.
  • 115 funds opened new First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund positions in Q1 2026 and 28 closed out, a net change of +87 holders.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund buyer in Q1 2026 was LPL Financial, an estimated $73M added.
  • The largest First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund seller in Q1 2026 was Harel Insurance Investments & Financial Services, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2026.