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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
VFA
401
Voya Financial Advisors
Connecticut
$284K +$296K +1,779 New
GDP
402
Great Diamond Partners
Maine
$279K +$5.65K +34 +2%
IWA
403
Icon Wealth Advisors
Texas
$277K
ODIJL
404
One Day In July LLC
Vermont
$276K -$7.81K -47 -3%
TPWA
405
Twin Peaks Wealth Advisors
California
$276K +$280K +1,685 New
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$275K +$280K +1,683 New
NFP
407
Narus Financial Partners
Utah
$274K -$146K -876 -34%
Allspring Global Investments
408
Allspring Global Investments
North Carolina
$273K
FPL
409
Fortress Private Ledger
North Carolina
$269K +$273K +1,643 New
Franklin Resources
410
Franklin Resources
California
$268K +$49.9K +300 +22%
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$267K +$105K +631 +63%
EWA
412
EP Wealth Advisors
California
$265K +$270K +1,622 New
AL
413
ARWA LLC
Texas
$262K +$247K +1,485 New
AIP
414
Ameritas Investment Partners
Nebraska
$261K +$9.14K +55 +4%
BFG
415
Baron Financial Group
New Jersey
$261K +$21.8K +131 +9%
UBS AM
416
UBS AM
Illinois
$254K +$74.5K +448 +41%
CF
417
Claris Financial
Virginia
$253K +$257K +1,548 New
GSEP
418
Golden State Equity Partners
California
$253K +$257K +1,547 New
CP
419
Clarendon Private
Massachusetts
$251K +$166 +1 +0.1%
GCP
420
Guardian Capital (Pennsylvania)
Pennsylvania
$249K +$253K +1,520 New
TWP
421
Tempus Wealth Planning
California
$248K +$252K +1,519 New
AWC
422
Adamsbrown Wealth Consultants
Kansas
$248K +$20.6K +124 +9%
CI
423
CPR Investments
Michigan
$248K +$252K +1,514 New
IMC Chicago
424
IMC Chicago
Illinois
$247K +$251K +1,513 New
NA
425
Nautilus Advisors
California
$245K

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.