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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

539 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, 278 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

212% more repeat investments, than reductions

Existing positions increased: 278 | 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: 461539 (+78)

8.67% less ownership

Funds ownership: 62.2%53.52% (-8.7%)

Holders
539
Holders Change
+78
Holders Change %
+16.92%
% of All Funds
6.64%
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
278
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%