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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
SFS
301
Sowell Financial Services
Arkansas
$658K -$40.6K -244 -6%
MCM
302
McKinney Capital Management
Texas
$650K +$660K +3,971 New
JSW
303
Journey Strategic Wealth
New Jersey
$628K -$89.1K -536 -12%
CS
304
Capital Square
Tennessee
$627K +$336K +2,019 +152%
KDA
305
Kraft Davis & Associates
Missouri
$617K +$84.8K +510 +19%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$616K +$626K +3,767 New
DC
307
Davenport & Co
Virginia
$607K -$108K -647 -15%
RFA
308
Resurgent Financial Advisors
Georgia
$603K -$14.5K -87 -2%
SC
309
Scotia Capital
Ontario, Canada
$601K +$65.8K +396 +12%
IP
310
Ignite Planners
California
$596K +$18.4K +111 +3%
FPGK
311
Financial Partners Group (Kansas)
Kansas
$594K +$8.81K +53 +1%
SL
312
Sentinus LLC
Illinois
$590K +$3.66K +22 +0.6%
Vontobel Holding
313
Vontobel Holding
Switzerland
$583K +$78.5K +472 +15%
MWP
314
Madison Wealth Partners
Wisconsin
$580K +$342K +2,055 +138%
RIS
315
Richmond Investment Services
Wisconsin
$573K +$13.1K +79 +2%
MA
316
MCF Advisors
Kentucky
$565K +$571K +3,433 +17,165%
WIM
317
WealthPlan Investment Management
Nebraska
$563K +$104K +625 +22%
SWGC
318
Summit Wealth Group (Colorado)
Colorado
$558K +$2.99K +18 +0.5%
NP
319
Nilsine Partners
Colorado
$557K -$116K -697 -19%
AFG
320
Arkansas Financial Group
Arkansas
$556K +$214K +1,290 +68%
FWM
321
Foguth Wealth Management
Michigan
$555K -$120K -721 -20%
RAM
322
Riggs Asset Management
Pennsylvania
$554K +$202K +1,215 +56%
RCAG
323
Rehmann Capital Advisory Group
Michigan
$553K +$99.6K +599 +22%
Belvedere Trading
324
Belvedere Trading
Illinois
$540K -$303K -1,821 -36%
WWA
325
Wealth Watch Advisors
Colorado
$539K -$136K -816 -20%

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.