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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
AMG
326
APS Management Group
California
$533K -$39.2K -236 -7%
KIA
327
KCM Investment Advisors
California
$533K +$167K +1,007 +45%
CCA
328
Clearwater Capital Advisors
Illinois
$532K +$96.4K +580 +22%
BT
329
Banque Transatlantique
France
$530K +$539K +3,243 New
PEWA
330
Pacific Excel Wealth Advisors
California
$529K +$200K +1,202 +59%
FFN
331
Focus Financial Network
Minnesota
$526K +$214K +1,286 +67%
GVCM
332
Global View Capital Management
Wisconsin
$521K +$146K +878 +38%
PGAM
333
Princeton Global Asset Management
New Jersey
$520K +$166 +1 +0%
AF
334
Apollon Financial
South Carolina
$505K +$513K +3,088 New
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$503K +$16.6K +100 +3%
FPWM
336
FSB Premier Wealth Management
Iowa
$500K +$164K +986 +48%
FIM
337
FWL Investment Management
Texas
$500K -$58.7K -353 -10%
BAM
338
BOS Asset Management
Illinois
$487K +$494K +2,975 New
SMWM
339
Silvia McColl Wealth Management
California
$470K
SIC
340
Salem Investment Counselors
North Carolina
$465K +$232K +1,395 +96%
PIA
341
Perennial Investment Advisors
California
$451K +$5.49K +33 +1%
APA
342
Astoria Portfolio Advisors
New York
$451K +$136K +817 +52%
NS
343
NBC Securities
Alabama
$427K -$76.6K -461 -15%
GSIAS
344
Garden State Investment Advisory Services
New Jersey
$426K -$2.15M -12,907 -83%
KFA
345
Kapstone Financial Advisors
Ohio
$411K +$417K +2,511 New
ALS
346
Andrew L. Share
$407K
IA
347
Insight Advisors
Pennsylvania
$403K +$42.6K +256 +12%
PWP
348
Principle Wealth Partners
Connecticut
$402K
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$399K +$112K +672 +38%
CAM
350
Cresset Asset Management
Illinois
$397K -$17.8K -107 -4%

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.