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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
William Blair & Company
226
William Blair & Company
Illinois
$1.21M +$54K +325 +5%
TAM
227
Titleist Asset Management
Texas
$1.2M +$108K +651 +10%
SIM
228
Seaview Investment Managers
Florida
$1.2M +$90.9K +547 +8%
AFO
229
Arrowroot Family Office
California
$1.18M +$1.2M +7,244 New
TS
230
TradeWell Securities
Indiana
$1.17M +$1.21M +7,283 New
CSA
231
Cottage Street Advisors
Massachusetts
$1.17M +$30.8K +185 +3%
TWM
232
Tradition Wealth Management
Minnesota
$1.16M +$259K +1,560 +28%
FHA
233
Flagship Harbor Advisors
Massachusetts
$1.16M -$220K -1,323 -16%
SWM
234
SeaCrest Wealth Management
New York
$1.16M -$7.65K -46 -0.6%
SA
235
Scarborough Advisors
Maryland
$1.15M -$69.5K -418 -6%
UAG
236
United Advisor Group
Ohio
$1.14M +$116K +697 +11%
SEP
237
Signature Equity Partners
Ohio
$1.11M +$456K +2,742 +68%
UWP
238
Uniting Wealth Partners
Kansas
$1.09M +$1.11M +6,688 New
CPG
239
Cornerstone Planning Group
New Jersey
$1.09M +$939K +5,651 New
TFS
240
Thoroughbred Financial Services
Tennessee
$1.08M +$406K +2,441 +59%
IA
241
Integrity Alliance
Iowa
$1.06M +$342K +2,059 +46%
CW
242
CreativeOne Wealth
Kansas
$1.04M +$373K +2,243 +55%
GWM
243
Greenwich Wealth Management
Connecticut
$1.03M +$650K +3,911 +162%
FGC
244
First Growth Capital
Maryland
$1.03M -$43K -259 -4%
USCWA
245
U.S. Capital Wealth Advisors
Texas
$1.02M +$772K +4,642 +289%
FFA
246
Farther Finance Advisors
California
$1.02M -$112K -676 -10%
TPA
247
Trivium Point Advisory
Connecticut
$1.01M -$3.28M -19,717 -76%
NFG
248
Nations Financial Group
Iowa
$998K +$177K +1,063 +21%
SFSG
249
Sound Financial Strategies Group
Mississippi
$991K -$472K -2,839 -32%
GAM
250
Gotham Asset Management
New York
$983K -$7.65K -46 -0.8%

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.