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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
TCM
476
TD Capital Management
Tennessee
$72.6K +$60.2K +362 +441%
EIPL
477
Essential Investment Partners LLC
Colorado
$69.5K +$4.16K +25 +6%
NB
478
NBT Bank
New York
$67.6K +$43.2K +260 +170%
BW
479
Bravera Wealth
North Dakota
$66.3K +$20.8K +125 +45%
DI
480
DAGCO Inc
Ohio
$61.3K
CFD
481
Creative Financial Designs
Indiana
$57.5K -$117K -702 -67%
SS
482
SBI Securities
Japan
$56.3K +$44.5K +268 +353%
BWA
483
Basecamp Wealth Advisors
Washington
$52.9K +$31.9K +192 +147%
Russell Investments Group
484
Russell Investments Group
United Kingdom
$51.5K +$37.1K +223 +242%
W
485
WealthCollab
Washington
$49.6K
HNB
486
Hilltop National Bank
Wyoming
$42.5K
RIL
487
Rothschild Investment LLC
Illinois
$40.9K
YDMI
488
Y.D. More Investments
Israel
$39.2K +$30.4K +183 +153%
CAL
489
Capital Analysts LLC
Pennsylvania
$38K +$20.6K +124 +114%
RG
490
RHL Group
Michigan
$36.3K +$36.9K +222 New
HFS
491
Hantz Financial Services
Michigan
$34K +$34.1K +205 New
MWA
492
Merkkuri Wealth Advisors
New York
$33.7K +$34.2K +206 New
AUB
493
Atlantic Union Bankshares
Virginia
$31.2K +$31.7K +191 New
BlackRock
494
BlackRock
New York
$24.2K +$24.6K +148 New
LFG
495
Larson Financial Group
Missouri
$23.7K -$11.1K -67 -32%
PP
496
PFS Partners
New Jersey
$22.9K +$5.98K +36 +35%
OC
497
Oakworth Capital
Alabama
$19.5K +$19.8K +119 New
SWM
498
SHP Wealth Management
Massachusetts
$18.6K +$18.9K +114 New
CA
499
Clearstead Advisors
Ohio
$17.7K
FFO
500
Fortitude Family Office
Arizona
$17K

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.