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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
FNWA
451
Financial Network Wealth Advisors
Utah
$188K +$14.3K +86 +8%
Bank of Montreal
452
Bank of Montreal
Ontario, Canada
$185K
BTI
453
Blue Trust Inc
Georgia
$181K +$499 +3 +0.3%
GWS
454
Greykasell Wealth Strategies
California
$177K +$180K +1,085 New
WA
455
Westfuller Advisors
New York
$177K
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$171K
MCM
457
Manchester Capital Management
Vermont
$156K +$40.9K +246 +35%
AF
458
Allworth Financial
California
$155K +$93.4K +562 +146%
Mirae Asset Global Investments
459
Mirae Asset Global Investments
South Korea
$147K +$150K +900 New
OAJ
460
Ogorek Anthony Joseph
New York
$145K +$121K +725 +450%
RDFA
461
Ritter Daniher Financial Advisory
Ohio
$133K -$5.32K -32 -4%
JFA
462
JNBA Financial Advisors
Minnesota
$126K +$25.4K +153 +25%
AG
463
AmeriFlex Group
Nevada
$118K +$84.4K +508 +240%
GWM
464
Gilpin Wealth Management
Colorado
$117K +$28.4K +171 +31%
EB
465
Eastern Bank
Massachusetts
$109K
TWC
466
TD Waterhouse Canada
Ontario, Canada
$104K -$109K -655 -51%
OA
467
Operose Advisors
Wisconsin
$99.7K +$166 +1 +0.2%
Qube Research & Technologies (QRT)
468
Qube Research & Technologies (QRT)
United Kingdom
$92.4K +$93.9K +565 New
PB
469
Pinnacle Bancorp
Nebraska
$90.6K
Simplex Trading
470
Simplex Trading
Illinois
$90.3K +$91.8K +552 New
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$82.4K +$499 +3 +0.6%
MM
472
Main Management
California
$80K
OCM
473
Osbon Capital Management
Massachusetts
$78.3K +$79.6K +479 New
AA
474
Ancora Advisors
Ohio
$75.9K +$9.81K +59 +15%
TC
475
Truvestments Capital
Florida
$75.1K +$20.3K +122 +36%

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.