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GRID

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

539 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, 278 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

212% more repeat investments, than reductions

Existing positions increased: 278 | 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: 461539 (+78)

8.67% less ownership

Funds ownership: 62.2%53.52% (-8.7%)

Holders
539
Holders Change
+78
Holders Change %
+16.92%
% of All Funds
6.64%
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
278
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
KWM
76
Kingsview Wealth Management
Oregon
$7.36M +$1.16M +6,975 +18%
AWM
77
Ameliora Wealth Management
Switzerland
$7.28M -$77.8K -468 -1%
BWL
78
Bogart Wealth LLC
Virginia
$7.1M +$345K +2,077 +5%
Bank of New York Mellon
79
Bank of New York Mellon
New York
$7.04M +$7.15M +43,019 New
OC
80
Oppenheimer & Co
New York
$6.77M +$579K +3,486 +9%
ML
81
Maniro Ltd
$6.64M +$6.75M +40,603 New
HCM
82
HMS Capital Management
Tennessee
$6.62M +$6.73M +40,471 New
CIA
83
Concurrent Investment Advisors
Florida
$6.46M +$917K +5,514 +16%
MF
84
Manchester Financial
California
$6.37M -$206K -1,240 -3%
WCM
85
WealthBridge Capital Management
Ohio
$6.26M +$351K +2,113 +6%
KHLMTHM
86
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$6.21M
MCM
87
MAI Capital Management
Ohio
$6.18M +$852K +5,125 +16%
FS
88
Ferguson Shapiro
Georgia
$6.06M +$517K +3,108 +9%
PWA
89
PCG Wealth Advisors
Kansas
$5.93M +$372K +2,241 +7%
KAS
90
KPP Advisory Services
Kentucky
$5.69M +$2.3M +13,833 +66%
WIM
91
Waycross Investment Management
Washington
$5.67M +$3.14M +18,874 +120%
RG
92
Rathbones Group
United Kingdom
$5.66M +$36.4K +219 +0.6%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$5.66M +$1.24M +7,445 +27%
WA
94
Waverly Advisors
Alabama
$5.61M +$2.79M +16,801 +96%
EC
95
Elequin Capital
New York
$5.32M +$35.9M +216,061 New
KV
96
Kickstand Ventures
New York
$5.26M +$2.16K +13 +0%
HAS
97
HBW Advisory Services
California
$5.14M +$3.84M +23,126 +280%
KWA
98
Kingswood Wealth Advisors
California
$5.12M +$916K +5,510 +21%
Mariner
99
Mariner
Kansas
$5.08M +$3.28M +19,717 +174%
GPWA
100
Gaddis Premier Wealth Advisors
Oklahoma
$5.05M +$127K +763 +3%