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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
JIC
376
Johnson Investment Counsel
Ohio
$337K +$342K +2,059 New
SC
377
Savant Capital
Illinois
$336K +$342K +2,057 New
1WA
378
180 Wealth Advisors
Washington
$336K +$75K +451 +28%
AAG
379
Armstrong Advisory Group
Massachusetts
$334K +$339K +2,042 New
ISWM
380
Intesa Sanpaolo Wealth Management
$331K +$91.4K +550 +37%
BCI
381
Brinker Capital Investments
Pennsylvania
$329K -$13.3K -80 -4%
SA
382
Sonoma Allocations
California
$328K +$327K +1,966 New
SOS
383
Silver Oak Securities
Tennessee
$325K +$125K +752 +61%
IAS
384
Insigneo Advisory Services
Florida
$322K -$20.3K -122 -6%
MWM
385
Meridian Wealth Management
Kentucky
$320K +$325K +1,954 New
CM
386
Columbus Macro
Pennsylvania
$315K +$38.6K +232 +14%
BFA
387
Beacon Financial Advisory
Ohio
$315K +$320K +1,928 New
CSP
388
Cary Street Partners
Virginia
$312K +$7.15K +43 +2%
OBWG
389
Onyx Bridge Wealth Group
New York
$308K +$33.9K +204 +12%
SB
390
Strategic Blueprint
Georgia
$307K +$17.3K +104 +6%
AO
391
Advisor OS
Illinois
$304K +$18.9K +114 +7%
MA
392
MJP Associates
Connecticut
$304K +$18.9K +114 +7%
PHAM
393
Palisades Hudson Asset Management
Florida
$304K +$46K +277 +17%
WMA
394
Wealth Management Associates
New Jersey
$304K +$308K +1,856 New
CAM
395
Close Asset Management
United Kingdom
$303K -$8.31K -50 -3%
CAC
396
Certified Advisory Corp
Florida
$303K +$308K +1,851 New
Northern Trust
397
Northern Trust
Illinois
$294K +$299K +1,798 New
RWM
398
Revisor Wealth Management
Ohio
$293K +$23.3K +140 +8%
AAS
399
Annex Advisory Services
Wisconsin
$292K +$297K +1,786 New
PAG
400
Private Advisory Group
Washington
$288K +$34.9K +210 +14%

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.