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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
FA
251
Flagstar Advisors
New York
$970K +$245K +1,474 +33%
Fidelity Investments
252
Fidelity Investments
Massachusetts
$960K +$387K +2,330 +66%
TCM
253
Tandem Capital Management
New Jersey
$958K +$333K +2,005 +52%
LFAS
254
Level Four Advisory Services
Texas
$954K -$2.14M -12,889 -69%
PAS
255
PKS Advisory Services
New York
$947K +$63.3K +381 +7%
WP
256
Wealthspan Partners
Iowa
$934K +$229K +1,379 +32%
KA
257
Kovack Advisors
Florida
$933K +$323K +1,946 +47%
SMC
258
Smith, Moore & Co
Missouri
$924K +$323K +1,943 +52%
PFPG
259
Pinnacle Financial Partners (Georgia)
Georgia
$923K +$938K +5,644 New
AFP
260
Ausdal Financial Partners
Iowa
$915K +$95.7K +576 +11%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$909K -$94.7K -570 -9%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$900K +$5.98K +36 +0.7%
CWM
263
Concentrum Wealth Management
California
$890K +$192K +1,156 +27%
WCP
264
Wealthcare Capital Partners
Pennsylvania
$885K -$35.6K -214 -4%
OIA
265
OneDigital Investment Advisors
Kansas
$878K +$513K +3,087 +135%
MGIA
266
Moneta Group Investment Advisors
Missouri
$873K +$36.2K +218 +4%
WWM
267
Western Wealth Management
Colorado
$852K -$33.9K -204 -4%
MWM
268
Maridea Wealth Management
New York
$852K -$32.7K -197 -4%
SIA
269
SGL Investment Advisors
Montana
$846K -$15.1K -91 -2%
IP
270
Intellectus Partners
California
$816K +$16.8K +101 +2%
FCM
271
Fire Capital Management
California
$811K +$824K +4,957 New
ET
272
Equitable Trust
Tennessee
$808K
ASN
273
Advisory Services Network
Georgia
$805K +$70.6K +425 +9%
SFS
274
Symphony Financial Services
Ohio
$804K +$41.7K +251 +5%
OWA
275
Outlook Wealth Advisors
Texas
$801K +$53.5K +322 +7%

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.