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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
DAS
351
Dynamic Advisor Solutions
Arizona
$396K +$65.8K +396 +20%
PTC
352
Private Trust Company
Ohio
$395K +$45.5K +274 +13%
PWM
353
Purus Wealth Management
California
$394K +$177K +1,067 +80%
UW
354
Unique Wealth
Florida
$391K +$398K +2,393 New
WCM
355
Wealthcare Capital Management
Virginia
$382K -$9.47K -57 -2%
BPFA
356
Barnes Pettey Financial Advisors
Mississippi
$379K +$385K +2,319 New
CIG
357
Cascade Investment Group
Colorado
$377K +$108K +649 +39%
CA
358
Clune & Associates
Illinois
$376K -$83.9K -505 -18%
EAM
359
Everstar Asset Management
North Carolina
$375K +$381K +2,291 New
TCWM
360
Total Clarity Wealth Management
Illinois
$374K -$123K -739 -24%
AR
361
Apeiron RIA
Texas
$371K -$450K -2,705 -54%
TFM
362
Trademark Financial Management
Minnesota
$365K +$371K +2,234 New
BCM
363
Barometer Capital Management
Ontario, Canada
$360K +$366K +2,200 New
CA
364
Continuum Advisory
Idaho
$359K +$78.8K +474 +28%
FWI
365
Facet Wealth Inc
Maryland
$354K +$360K +2,166 New
4WM
366
4J Wealth Management
Virginia
$354K +$359K +2,162 New
TA
367
TrueWealth Advisors
Alabama
$353K
ACA
368
Aptus Capital Advisors
Alabama
$352K +$358K +2,153 New
BWP
369
Balboa Wealth Partners
Arizona
$352K +$357K +2,150 New
E
370
Entelevest
Florida
$351K +$356K +2,144 New
AWE
371
Avidian Wealth Enterprises
Texas
$351K +$356K +2,143 New
WEG
372
World Equity Group
Illinois
$348K +$34.1K +205 +11%
CCA
373
Cadent Capital Advisors
Oklahoma
$348K -$397K -2,388 -53%
GWM
374
Geneos Wealth Management
Colorado
$344K +$133K +802 +62%
NI
375
Natural Investments
California
$338K +$7.98K +48 +2%

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.