Free Trial

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) Institutional Ownership

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
$145.26 +2.39 (+1.67%)
Closing price 07/23/2025 04:00 PM Eastern
Extended Trading
$146.64 +1.38 (+0.95%)
As of 04:51 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (NASDAQ:GRID)

Number of
Institutional Buyers
(last 12 months)
232
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$241.12M
Get GRID Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

GRID Institutional Buying and Selling by Quarter

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025Eagle Strategies LLC19,888$2.77M0.4%+2.0%0.099%
7/23/2025Clear Creek Financial Management LLC10,252$1.43M0.1%+22.5%0.051%
7/23/2025Traphagen Investment Advisors LLC346,174$48.13M4.6%+0.2%1.722%
7/23/2025TPG Financial Advisors LLC48,910$6.80M2.7%+1,437.1%0.243%
7/23/2025Kingswood Wealth Advisors LLC2,616$364K0.0%N/A0.013%
7/23/2025Gentry Private Wealth LLC1,465$204K0.2%N/A0.007%
7/23/2025Ameliora Wealth Management Ltd.23,155$3.22M1.2%-26.2%0.115%
7/23/2025Tcfg Wealth Management LLC27,149$3.77M1.7%+0.4%0.135%
7/23/2025SteelPeak Wealth LLC4,605$640K0.0%+10.2%0.023%
7/23/2025Waycross Investment Management Co2,605$362K0.4%N/A0.013%
7/23/2025Prime Capital Investment Advisors LLC15,569$2.16M0.0%-31.7%0.077%
7/22/2025 Duncan Williams Asset Management LLC27,102$3.77M0.6%N/A0.135%
7/22/2025 Kickstand Ventures LLC.27,102$3.77M0.9%-3.1%0.135%
7/22/2025 Wealthcare Advisory Partners LLC42,183$5.86M0.1%+46.5%0.210%
7/22/2025 Kraematon Investment Advisors Inc.12,929$1.80M1.7%-1.1%0.064%
7/21/2025 Ameritas Advisory Services LLC3,354$466K0.0%+27.9%0.017%
7/21/2025 Hilltop National Bank260$36K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.700$97K0.0%+63.6%0.004%
7/21/2025 FSA Wealth Partners Inc.4,799$667K0.3%N/A0.025%
7/18/2025 PFG Investments LLC42,327$5.88M0.3%-2.2%0.217%
7/18/2025 Truist Financial Corp22,358$3.11M0.0%-3.0%0.115%
7/17/2025 Trivium Point Advisory LLC27,202$3.78M0.4%-1.2%0.139%
7/17/2025 Janney Montgomery Scott LLC43,963$6.11M0.0%+4.0%0.225%
7/17/2025 Venture Visionary Partners LLC11,624$1.62M0.1%-75.1%0.060%
7/17/2025 Smith Anglin Financial LLC19,755$2.75M0.2%+85.4%0.101%
7/17/2025 Montis Financial LLC15,156$2.11M0.6%-6.7%0.078%
7/16/2025 Cambridge Advisors Inc.4,675$650K0.1%+152.8%0.024%
7/16/2025 Owen LaRue LLC33,015$4.59M2.0%+1.9%0.169%
7/14/2025 KFG Wealth Management LLC3,284$457K0.1%+4.1%0.017%
7/14/2025 Narus Financial Partners LLC1,567$218K0.1%N/A0.008%
7/14/2025 Flagstar Advisors Inc.6,651$925K0.3%+2.9%0.035%
7/14/2025 Sowell Financial Services LLC4,326$601K0.0%+18.4%0.023%
7/11/2025 Farther Finance Advisors LLC4,849$674K0.0%+318.4%0.025%
7/11/2025 SeaCrest Wealth Management LLC6,935$964K0.1%-5.2%0.036%
7/10/2025 Redhawk Wealth Advisors Inc.19,277$2.68M0.3%-42.0%0.101%
7/10/2025 Wealth Enhancement Advisory Services LLC4,011$561K0.0%-6.5%0.021%
7/10/2025 Signal Advisors Wealth LLC19,190$2.67M0.2%+16.6%0.101%
7/10/2025 Sovran Advisors LLC4,241$586K0.1%-45.0%0.022%
7/9/2025 Fiduciary Alliance LLC12,385$1.72M0.1%N/A0.065%
7/9/2025 Presidio Capital Management LLC96,428$13.41M5.2%+3.6%0.509%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
7/9/2025 WealthCare Investment Partners LLC10,546$1.48M0.5%+39.3%0.056%
7/8/2025 GK Wealth Management LLC3,720$517K0.5%-5.0%0.020%
7/8/2025 Parallel Advisors LLC1,226$170K0.0%+75.1%0.006%
7/7/2025 Salem Investment Counselors Inc.1,550$215K0.0%-33.5%0.008%
7/3/2025 TrueWealth Advisors LLC1,494$208K0.1%N/A0.008%
7/2/2025 HBW Advisory Services LLC9,995$1.39M0.2%-1.3%0.058%
6/2/2025Modern Wealth Management LLC7,600$860K0.0%+94.9%0.044%
5/29/2025Apeiron RIA LLC5,264$596K0.2%-6.1%0.030%
5/28/2025 GK Wealth Management LLC3,670$415K0.5%+35.2%0.021%
5/20/2025Focus Partners Wealth9,716$1.10M0.0%+4.2%0.056%
5/20/2025Flaharty Asset Management LLC14,953$1.69M0.2%-11.0%0.086%
5/20/2025Strive Asset Management LLC18,992$2.15M1.5%N/A0.110%
5/19/2025Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/16/2025Ashton Thomas Private Wealth LLC4,230$479K0.0%N/A0.024%
5/16/2025Jones Financial Companies Lllp518$59K0.0%-96.8%0.003%
5/16/2025Legacy Wealth Managment LLC ID2,846$322K0.2%+10.4%0.016%
5/16/2025Curi RMB Capital LLC6,019$681K0.0%N/A0.035%
5/16/2025Aprio Wealth Management LLC106,316$12.03M1.5%+15.4%0.615%
5/15/2025Royal Bank of Canada144,992$16.40M0.0%+26.3%0.838%
5/15/2025Baird Financial Group Inc.4,065$460K0.0%+3.2%0.023%
5/14/2025CreativeOne Wealth LLC1,951$221K0.0%+4.3%0.011%
5/14/2025Per Stirling Capital Management LLC.4,463$505K0.1%-3.8%0.026%
5/14/2025WCG Wealth Advisors LLC14,264$1.61M0.1%-8.2%0.082%
5/14/2025Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/14/2025Comerica Bank8,426$953K0.0%+5.9%0.049%
5/14/2025Northwestern Mutual Wealth Management Co.1,372$155K0.0%+295.4%0.008%
5/14/2025Kestra Advisory Services LLC131,724$14.90M0.1%-8.9%0.761%
5/14/2025Gitterman Wealth Management LLC244,088$27.61M7.3%+6.8%1.411%
5/14/2025Flow Traders U.S. LLC100,082$11.32M0.5%+80.4%0.579%
5/14/2025 Venture Visionary Partners LLC46,765$5.29M0.2%-24.1%0.270%
5/14/2025Nan Shan Life Insurance Co. Ltd.82,000$9.28M0.2%N/A0.474%
5/13/2025Raymond James Financial Inc.301,035$34.06M0.0%+11.5%1.740%
5/13/2025Cresset Asset Management LLC2,181$247K0.0%+21.0%0.013%
5/13/2025Nations Financial Group Inc. IA ADV4,131$467K0.0%+22.3%0.024%
5/13/2025Seaview Investment Managers LLC9,534$1.08M0.3%-1.8%0.055%
5/13/2025 Trivium Point Advisory LLC27,546$3.12M0.4%-2.1%0.159%
5/13/2025Financial Network Wealth Advisors LLC1,716$194K0.3%N/A0.010%
5/13/2025Rathbones Group PLC17,190$1.95M0.0%-1.7%0.099%
5/13/2025HighTower Advisors LLC67,929$7.69M0.0%+16.4%0.393%
5/12/2025Aveo Capital Partners LLC2,648$323K0.1%-92.6%0.015%
5/12/2025Benjamin Edwards Inc.18,077$2.05M0.0%-5.9%0.104%
5/12/2025Townsquare Capital LLC9,156$1.04M0.0%+145.3%0.053%
5/12/2025National Bank of Canada FI746$84K0.0%-36.0%0.004%
5/12/2025Citigroup Inc.79,921$9.04M0.0%+19.6%0.462%
5/9/2025Atria Wealth Solutions Inc.7,749$877K0.0%-34.4%0.045%
5/9/2025 Kickstand Ventures LLC.27,970$3.16M0.8%+2.5%0.162%
5/9/2025Sound Financial Strategies Group LLC11,133$1.26M1.1%N/A0.064%
5/9/2025SGL Investment Advisors Inc.4,279$527K0.3%+3.0%0.025%
5/9/2025Commonwealth Equity Services LLC176,990$20.02M0.0%+7.8%1.023%
5/8/2025Clearwater Capital Advisors LLC2,591$293K0.0%+5.4%0.015%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
5/8/2025Harbour Investments Inc.9,223$1.04M0.0%-2.4%0.053%
5/8/2025Mesirow Financial Investment Management Inc.6,257$708K0.0%+9.4%0.036%
5/8/2025Eastern Bank1,294$146K0.0%+94.3%0.007%
5/7/2025N.E.W. Advisory Services LLC5,150$583K0.0%+67.3%0.030%
5/7/2025Foundations Investment Advisors LLC1,789$202K0.0%-20.9%0.010%
5/7/2025Brio Consultants LLC11,441$1.29M0.5%N/A0.066%
5/7/2025LPL Financial LLC772,908$87.44M0.0%+14.8%4.468%
5/7/2025First Heartland Consultants Inc.72,519$8.20M0.8%+3.2%0.419%
5/6/2025Hedeker Wealth LLC11,380$1.29M0.3%+16.1%0.066%
5/6/2025Assetmark Inc.25,367$2.87M0.0%-96.7%0.147%
(Data available from 1/1/2016 forward)

GRID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GRID shares?

During the previous two years, 302 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were Bank of America Corp DE ($100.39M), LPL Financial LLC ($87.44M), Traphagen Investment Advisors LLC ($48.13M), Wells Fargo & Company MN ($46.86M), Raymond James Financial Inc. ($34.06M), Gitterman Wealth Management LLC ($27.61M), and Ameriprise Financial Inc. ($26.32M).Learn more on First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's institutional investors.

Which institutional investors have been buying First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's stock?

Of the 278 institutional investors that purchased First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($7.21M), Assetmark Inc. ($1.09M), International Assets Investment Management LLC ($704.97K), Raymond James Financial Inc. ($570.96K), LPL Financial LLC ($400.77K), Jane Street Group LLC ($346.88K), and Arlington Financial Advisors LLC ($266.34K).

How much institutional buying is happening at First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund?

Institutional investors have bought a total of 12,231,663 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Which of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's major shareholders have been selling company stock?

Of the 85 institutional investors that sold First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($804.14K), International Assets Investment Management LLC ($499.38K), Prudential PLC ($74K), FIL Ltd ($66.15K), Jane Street Group LLC ($66.02K), National Bank of Canada FI ($60.30K), and Private Advisor Group LLC ($54.57K).

How much institutional selling is happening at First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund?

Institutional investors have sold a total of 2,053,788 shares in the last 24 months. This volume of shares sold represents approximately $241.12M in transactions.



This page (NASDAQ:GRID) was last updated on 7/24/2025 by MarketBeat.com Staff
From Our Partners