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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
SFG
151
SageGuard Financial Group
Tennessee
$2.73M +$2.77M +16,691 New
MFIM
152
Mesirow Financial Investment Management
Illinois
$2.61M +$784K +4,717 +42%
VA
153
VestGen Advisors
Illinois
$2.59M -$190K -1,145 -8%
RA
154
RFG Advisory
Alabama
$2.54M +$768K +4,622 +42%
AI
155
Arvest Investments
Arkansas
$2.46M -$43.4K -261 -2%
WIP
156
WealthCare Investment Partners
Rhode Island
$2.4M +$448K +2,694 +23%
SCM
157
Sage Capital Management
New Jersey
$2.4M -$14.8K -89 -0.6%
VH
158
VVR Holdings
Washington
$2.39M +$2.43M +14,636 New
SS
159
Sunbelt Securities
Texas
$2.38M +$418K +2,516 +21%
GSWM
160
Golden State Wealth Management
California
$2.37M +$1.63M +9,803 +208%
AWM
161
Apollon Wealth Management
South Carolina
$2.36M +$1.79M +10,799 +296%
CA
162
Corrado Advisors
New Jersey
$2.34M +$223K +1,339 +10%
KIA
163
Kraematon Investment Advisors
Massachusetts
$2.32M -$47.4K -285 -2%
CAG
164
Csenge Advisory Group
Florida
$2.24M +$172K +1,037 +8%
TCM
165
Triumph Capital Management
Colorado
$2.24M -$5.82K -35 -0.3%
PWAC
166
Private Wealth Advisors (California)
California
$2.23M +$2.27M +13,659 New
PCOTEOTHU
167
Provident Company of the Employees of the Hebrew University
Israel
$2.22M
FWP
168
Forefront Wealth Partners
Texas
$2.19M +$370K +2,225 +20%
MF
169
Montis Financial
Massachusetts
$2.15M -$66.8K -402 -3%
AWM
170
Avior Wealth Management
Nebraska
$2.14M +$946K +5,694 +77%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$2.13M +$2.16M +13,014 New
AIFAIM
172
American Institute for Advanced Investment Management
Arizona
$2.12M -$8.31K -50 -0.3%
SWM
173
Spire Wealth Management
Virginia
$2.12M +$1.9M +11,422 +742%
FAM
174
Flaharty Asset Management
Florida
$2.11M -$60.5K -364 -3%
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$2.09M +$716K +4,305 +51%

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.