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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
AI
26
Atria Investments
North Carolina
$32.4M +$28.1M +169,236 +592%
MML Investors Services
27
MML Investors Services
Massachusetts
$31M +$11M +66,023 +54%
VanEck Associates
28
VanEck Associates
New York
$27.2M +$22M +132,345 +392%
Citigroup
29
Citigroup
New York
$26.6M +$7.38M +44,394 +38%
KAS
30
Kestra Advisory Services
Texas
$26.2M +$6.04M +36,357 +29%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$22.9M +$604K +3,632 +3%
AWM
32
Aprio Wealth Management
Georgia
$21.6M +$3.82M +23,002 +21%
EDRH
33
Edmond de Rothschild Holding
Switzerland
$19.7M +$1.2M +7,200 +6%
PAG
34
Private Advisor Group
New Jersey
$19.3M +$6.04M +36,344 +44%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$18.3M +$1.33M +8,000 +8%
KHLMVGHM
36
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$18.3M
Truist Financial
37
Truist Financial
North Carolina
$16.4M +$6.58M +39,563 +65%
Jane Street
38
Jane Street
New York
$16.2M -$163K -978 -1%
PCM
39
Presidio Capital Management
California
$16.2M +$669K +4,025 +4%
CI
40
CacheTech Inc
Utah
$16M -$339K -2,039 -2%
LEA
41
Legacy Edge Advisors
New York
$15.7M +$249K +1,497 +2%
JP Morgan Chase
42
JP Morgan Chase
New York
$15.4M +$11.4M +68,551 +235%
AWM
43
Adams Wealth Management
Utah
$15.2M -$438K -2,637 -3%
SCA
44
Snowden Capital Advisors
New York
$13.3M +$1.73M +10,434 +15%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$13M +$9.79M +58,914 +287%
BI
46
BFI Infinity
Switzerland
$12M +$557K +3,352 +5%
FHC
47
First Heartland Consultants
Missouri
$11.8M -$3.5M -21,070 -23%
EH
48
Equitable Holdings
New York
$11.3M +$2.1M +12,616 +21%
SPIA
49
Steward Partners Investment Advisory
New York
$11.1M +$6.83M +41,110 +155%
WAS
50
WESPAC Advisors SoCal
California
$11M +$2.42M +14,561 +28%

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.