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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$10.6M +$10.1M +60,826 +1,546%
BSG
52
Black Swift Group
Colorado
$10.6M +$561K +3,373 +5%
PCIA
53
Prime Capital Investment Advisors
Kansas
$10.5M +$6.55M +39,396 +160%
FA
54
Fiduciary Alliance
South Carolina
$10.3M +$346K +2,079 +4%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$10.1M +$1.83M +11,013 +22%
MWM
56
Modern Wealth Management
Kansas
$10.1M -$21.8K -131 -0.2%
AssetMark Inc
57
AssetMark Inc
California
$9.91M +$4.43M +26,641 +78%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.52M +$1.02M +6,118 +12%
DADC
59
D.A. Davidson & Co
Montana
$9.23M +$1.06M +6,365 +13%
APCM
60
Alaska Permanent Capital Management
Alaska
$8.95M +$655K +3,940 +8%
PP
61
Prudential plc
United Kingdom
$8.88M -$8.06M -48,500 -47%
WWA
62
WCG Wealth Advisors
Nevada
$8.82M +$2.88M +17,309 +47%
TWM
63
Thryve Wealth Management
Texas
$8.61M +$293K +1,761 +3%
PAS
64
Park Avenue Securities
New York
$8.58M +$1.68M +10,121 +24%
PC
65
Pecaut & Co
Iowa
$8.17M +$122K +731 +1%
PI
66
PFG Investments
New York
$7.92M +$18K +108 +0.2%
WAP
67
Wealthcare Advisory Partners
Pennsylvania
$7.92M +$55.3K +333 +0.7%
RPSA
68
Richard P. Slaughter Associates
Texas
$7.91M -$142K -852 -2%
OMC
69
Old Mission Capital
Illinois
$7.79M +$1.54M +9,286 +24%
HKIMG
70
Hutchens & Kramer Investment Management Group
Indiana
$7.76M +$6.05M +36,416 +331%
NA
71
NewEdge Advisors
Louisiana
$7.73M +$2.7M +16,245 +52%
CA
72
Crumly & Associates
Illinois
$7.68M -$360K -2,164 -4%
HI
73
Harbour Investments
Wisconsin
$7.6M +$2.63M +15,798 +52%
Citadel Advisors
74
Citadel Advisors
Florida
$7.49M +$7.61M +45,794 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$7.46M +$450K +2,709 +6%

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.