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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
GPW
426
Gentry Private Wealth
Kansas
$240K
GA
427
GoalVest Advisory
New York
$240K
SP
428
Stablepoint Partners
Massachusetts
$236K
EFS
429
Essex Financial Services
Connecticut
$233K +$3.32K +20 +1%
COCM
430
Charter Oak Capital Management
New Hampshire
$231K
SWA
431
Stratos Wealth Advisors
Ohio
$229K
MWA
432
Medallion Wealth Advisors
Connecticut
$225K +$13.3K +80 +6%
PC
433
Purewater Capital
Texas
$224K +$228K +1,369 New
PFA
434
Portland Financial Advisors
New York
$222K
HSA
435
HBK Sorce Advisory
Pennsylvania
$221K +$187K +1,123 New
QCM
436
QRG Capital Management
Illinois
$218K +$222K +1,334 New
KFAS
437
Keating Financial Advisory Services
Kansas
$217K +$221K +1,329 New
VFG
438
Victory Financial Group
Texas
$217K +$220K +1,326 New
CFG
439
Citizens Financial Group
Rhode Island
$216K +$220K +1,321 New
HAIM
440
Hunter Associates Investment Management
Pennsylvania
$216K +$218K +1,312 New
BRWA
441
B. Riley Wealth Advisors
Florida
$215K +$226K +1,362 New
AA
442
Armis Advisers
Georgia
$214K +$181K +1,087 New
IPW
443
Impact Partnership Wealth
Georgia
$213K +$216K +1,301 New
CF
444
Centaurus Financial
California
$211K +$59.3K +357 +38%
HBW
445
Hazlett, Burt & Watson
West Virginia
$208K
BC
446
Barrett & Company
Rhode Island
$208K -$427K -2,567 -67%
TF
447
Tudor Financial
Ohio
$206K +$209K +1,257 New
RF
448
Rossby Financial
Florida
$195K +$2.83K +17 +1%
IAAG
449
Innovative Asset Advisors Group
Connecticut
$189K +$192K +1,154 New
US Bancorp
450
US Bancorp
Minnesota
$188K +$33.6K +202 +21%

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.