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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
S
526
SignatureFD
Georgia
$4.1K
BWM
527
Bernard Wealth Management
Michigan
$4.09K
LFA
528
Longview Financial Advisors
Alabama
$4.09K +$4.16K +25 New
FCAS
529
First Command Advisory Services
Texas
$3.6K +$3.66K +22 New
CFO
530
CVA Family Office
Colorado
$2.62K +$2.66K +16 New
LWM
531
Lodestone Wealth Management
Washington
$1.96K +$2K +12 New
TC
532
Trust Company
Kansas
$1.64K
HCM
533
Hollencrest Capital Management
California
$1.31K
LI
534
LRI Investments
Florida
$1.31K
AAG
535
Accordant Advisory Group
Maryland
$1.31K +$1.33K +8 New
AW
536
Avion Wealth
Texas
$1K +$1.66K +10 New
RWPA
537
Richard W. Paul & Associates
Michigan
$818
AW
538
Ankerstar Wealth
Texas
$492
DWM
539
Dogwood Wealth Management
Kansas
$327
IWM
540
IMG Wealth Management
Florida
$164
HIIFS
541
Harel Insurance Investments & Financial Services
Israel
-$234M -1,527,000 Closed
BHB
542
Bank Hapoalim BM
Israel
-$15.5M -101,500 Closed
AC
543
Avestar Capital
New York
-$6.83M -44,640 Closed
LJAC
544
L.J. Altfest & Co
New York
-$5.06M -33,090 Closed
Point72 Asset Management
545
Point72 Asset Management
Connecticut
-$3.78M -24,700 Closed
FIS
546
Fischer Investment Strategies
California
-$3.69M -24,146 Closed
QC
547
Quadrature Capital
United Kingdom
-$1.44M -9,380 Closed
GM
548
GeoWealth Management
Illinois
-$849K -5,550 Closed
GWM
549
GK Wealth Management
Nevada
-$640K -4,181 Closed
NWWA
550
New Wave Wealth Advisors
Arkansas
-$627K -4,099 Closed

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.