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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
Morgan Stanley
1
Morgan Stanley
New York
$531M +$49.2M +296,255 +10%
LPL Financial
2
LPL Financial
California
$350M +$73M +438,930 +26%
Bank of America
3
Bank of America
North Carolina
$347M +$56.7M +340,826 +19%
UBS Group
4
UBS Group
Switzerland
$263M +$56.5M +340,194 +27%
Wells Fargo
5
Wells Fargo
California
$214M +$47.2M +284,168 +28%
Raymond James Financial
6
Raymond James Financial
Florida
$157M +$42.2M +253,640 +36%
Ameriprise
7
Ameriprise
Minnesota
$140M +$52M +312,845 +58%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$92.9M +$58.2M +349,964 +160%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$72.2M +$28.1M +168,929 +62%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$62.9M +$32.9M +197,822 +106%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$59M +$15.6M +93,983 +35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$55.6M +$21M +126,433 +59%
HighTower Advisors
13
HighTower Advisors
Illinois
$53.2M +$2.78M +16,752 +5%
Fidelity International
14
Fidelity International
Bermuda
$49.7M +$6.16M +37,059 +14%
IAA
15
Independent Advisor Alliance
North Carolina
$47.8M +$48.6M +292,512 New
TIA
16
Traphagen Investment Advisors
New Jersey
$45.8M -$12.7M -76,365 -21%
Stifel Financial
17
Stifel Financial
Missouri
$45.3M +$2.59M +15,605 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$40.3M +$7.69M +46,293 +23%
PWM
19
Perigon Wealth Management
California
$37.4M -$2.84M -17,084 -7%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$35.7M +$9.78M +58,845 +37%
NSLI
21
Nan Shan Life Insurance
Taiwan
$35.6M +$36.2M +217,775 New
AFA
22
Arlington Financial Advisors
California
$34.6M -$3.41M -20,529 -9%
MIH
23
Meitav Investment House
Israel
$34.6M +$2.35M +14,125 +7%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$32.5M +$11.7M +70,338 +53%
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$32.4M