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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
KPWS
126
Kestra Private Wealth Services
Texas
$3.74M +$1.97M +11,880 +108%
BEI
127
Benjamin Edwards Inc
Missouri
$3.74M -$383K -2,306 -9%
MA
128
Mutual Advisors
Nebraska
$3.73M +$471K +2,835 +14%
NFG
129
Norris Financial Group
South Carolina
$3.72M +$108K +652 +3%
SPC
130
Sigma Planning Corp
Michigan
$3.72M +$1.48M +8,912 +64%
CP
131
Cumberland Partners
Ontario, Canada
$3.7M +$3.75M +22,591 New
GWP
132
Gateway Wealth Partners
Wisconsin
$3.69M +$2.63M +15,825 +235%
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$3.58M +$56.7K +341 +2%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.55M +$2.02M +12,180 +128%
PS
135
Principal Securities
Iowa
$3.5M +$897K +5,396 +34%
DRS
136
Deane Retirement Strategies
Louisiana
$3.46M +$3.52M +21,203 New
JWCA
137
J.W. Cole Advisors
Florida
$3.41M +$289K +1,736 +9%
GVAG
138
Great Valley Advisor Group
Delaware
$3.38M +$876K +5,271 +34%
BCA
139
Bay Colony Advisors
Massachusetts
$3.38M +$1.77M +10,664 +107%
GIA
140
Gladstone Institutional Advisory
Florida
$3.29M -$176K -1,059 -5%
MFG
141
Merit Financial Group
Georgia
$3.28M +$1.49M +8,992 +81%
CCFM
142
Clear Creek Financial Management
Washington
$3.2M +$1.11M +6,658 +52%
SAS
143
Sage Advisory Services
Texas
$3.13M +$3.18M +19,134 New
CWM
144
Cornerstone Wealth Management
Missouri
$2.96M +$411K +2,474 +16%
PFS
145
Prospera Financial Services
Texas
$2.96M +$657K +3,952 +28%
HAG
146
HighPoint Advisor Group
Illinois
$2.93M +$216K +1,302 +8%
AWA
147
Alaska Wealth Advisors
Alaska
$2.91M +$327K +1,968 +12%
JBW
148
Journey Beyond Wealth
Georgia
$2.8M +$1.18M +7,092 +71%
AWM
149
AE Wealth Management
Kansas
$2.77M +$769K +4,629 +38%
SG
150
StoneX Group
New York
$2.73M +$1.46M +8,799 +111%

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.