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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
MWM
501
Mascoma Wealth Management
New Hampshire
$16.2K
EWA
502
EverSource Wealth Advisors
Alabama
$15.9K
SIC
503
SJS Investment Consulting
Ohio
$14.7K +$15K +90 New
BAM
504
Bellevue Asset Management
Washington
$14.7K
SAM
505
Smartleaf Asset Management
Massachusetts
$14.7K -$665 -4 -4%
SIS
506
Sound Income Strategies
Florida
$13.5K +$3.32K +20 +33%
CI
507
CX Institutional
Indiana
$13K
OWP
508
ORG Wealth Partners
Texas
$11.8K -$45.4K -273 -79%
SGFG
509
Silver Grove Financial Group
New York
$11.5K +$11.6K +70 New
AIC
510
Archer Investment Corporation
Indiana
$10.7K
FFL
511
Financial Freedom LLC
Ohio
$10.4K +$10.6K +64 New
AFC
512
Ares Financial Consulting
California
$10.3K
SRCM
513
Signature Resources Capital Management
California
$10.3K
ECA
514
Elevated Capital Advisors
Utah
$9.65K
PUI
515
Purpose Unlimited Inc
$9.32K
RF
516
Roxbury Financial
New Jersey
$9.02K
YAL
517
Your Advocates Ltd
Texas
$8.02K
FRA
518
Front Row Advisors
California
$7.2K
DFA
519
DHJJ Financial Advisors
Illinois
$5.07K
PFBT
520
Parkside Financial Bank & Trust
Missouri
$4.91K +$4.99K +30 New
TCA
521
Trifecta Capital Advisors
Illinois
$4.91K +$4.99K +30 New
MMCM
522
Murphy & Mullick Capital Management
New York
$4.91K
MSG
523
Main Street Group
Virginia
$4.91K +$4.99K +30 New
SFS
524
Sunrise Financial Services
Washington
$4.74K
IA
525
IFS Advisors
Kansas
$4.74K

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.