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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
WAG
176
Wiser Advisor Group
Arizona
$2.08M -$1.66K -10 -0.1%
SEA
177
Stegent Equity Advisors
Texas
$2.07M +$137K +823 +7%
SF
178
Summit Financial
New Jersey
$1.94M +$514K +3,093 +35%
DWP
179
Daymark Wealth Partners
Ohio
$1.93M +$557K +3,353 +40%
GS
180
GTS Securities
New York
$1.92M -$213K -1,280 -10%
RBWA
181
RFG - Bristol Wealth Advisors
Massachusetts
$1.9M +$1.63M +9,818 +552%
IA
182
IFP Advisors
Florida
$1.85M +$849K +5,110 +82%
FPAS
183
Focus Partners Advisor Solutions
Missouri
$1.83M +$1.24M +7,456 +200%
DWM
184
Dakota Wealth Management
Florida
$1.82M +$1.84M +11,098 New
QPW
185
Quantum Private Wealth
Florida
$1.8M +$691K +4,155 +61%
VWA
186
Visionary Wealth Advisors
Illinois
$1.79M +$546K +3,286 +43%
CCWP
187
Cedar Cove Wealth Partners
Minnesota
$1.76M +$1.79M +10,786 New
SEIA
188
Signature Estate & Investment Advisors
California
$1.76M +$677K +4,073 +61%
MWM
189
Moran Wealth Management
Florida
$1.75M +$471K +2,834 +36%
BFO
190
Biltmore Family Office
North Carolina
$1.74M +$162K +975 +10%
AWA
191
Arkadios Wealth Advisors
Georgia
$1.69M +$1.47M +8,863 +610%
CA
192
Cambridge Advisors
Nebraska
$1.68M +$165K +995 +11%
WCFA
193
Walkner Condon Financial Advisors
Wisconsin
$1.65M +$504K +3,034 +43%
PHS
194
Pekin Hardy Strauss
Illinois
$1.63M +$232K +1,395 +16%
AIP
195
ARS Investment Partners
New York
$1.62M +$29.6K +178 +2%
BFWM
196
Bright Futures Wealth Management
New York
$1.62M -$28.4K -171 -2%
MIM
197
Marshall Investment Management
Colorado
$1.58M +$144K +868 +10%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$132K +796 +9%
LOIM
199
Liberty One Investment Management
Illinois
$1.57M +$1.6M +9,624 New
SFPG
200
Stonebridge Financial Planning Group
Florida
$1.57M +$81.3K +489 +5%