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

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
$143.49 -1.39 (-0.96%)
As of 12:52 PM Eastern
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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)
247
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$236.30M
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GRID Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025J.W. Cole Advisors Inc.3,436$478K0.0%N/A0.017%
8/12/2025Financial Advocates Investment Management1,753$244K0.0%-7.2%0.008%
8/12/2025Steward Partners Investment Advisory LLC17,195$2.39M0.0%+3.4%0.083%
8/12/2025CreativeOne Wealth LLC3,556$494K0.0%+82.3%0.017%
8/12/2025Ameritas Investment Partners Inc.1,221$170K0.0%+77.0%0.006%
8/12/2025Global Retirement Partners LLC1,615$225K0.0%N/A0.008%
8/12/2025Quantum Private Wealth LLC3,748$521K0.2%N/A0.018%
8/12/2025WealthBridge Capital Management LLC29,626$4.12M1.0%+9.7%0.143%
8/12/2025Journey Strategic Wealth LLC4,151$577K0.0%-4.0%0.020%
8/12/2025JPMorgan Chase & Co.14,375$2.00M0.0%+5,283.9%0.070%
8/12/2025SKY Mountain Capital Management Inc.34,814$4.97M3.3%N/A0.169%
8/11/2025 ARS Investment Partners LLC9,784$1.36M0.1%N/A0.047%
8/11/2025 Perennial Investment Advisors LLC2,529$352K0.0%+14.0%0.012%
8/11/2025 United Advisor Group LLC5,632$783K0.1%+1.9%0.027%
8/11/2025 Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 133,000$18.49M2.8%+2.3%0.644%
8/8/2025 Kingsview Wealth Management LLC15,436$2.15M0.0%+6.7%0.075%
8/8/2025 Hedeker Wealth LLC12,429$1.73M0.4%+9.2%0.060%
8/8/2025 Collaborative Wealth Managment Inc.2,621$364K0.2%-31.6%0.013%
8/8/2025 Avantax Advisory Services Inc.33,558$4.67M0.0%+7.2%0.163%
8/8/2025 Cetera Investment Advisers88,243$12.27M0.0%+7.2%0.427%
8/8/2025 Flaharty Asset Management LLC13,631$1.90M0.4%-8.8%0.066%
8/8/2025 Creative Planning2,128$296K0.0%+4.3%0.010%
8/8/2025 Foundations Investment Advisors LLC1,683$234K0.0%-5.9%0.008%
8/8/2025 Intrua Financial LLC1,600$222K0.0%N/A0.008%
8/8/2025 Good Life Advisors LLC12,782$1.78M0.1%+65.9%0.062%
8/7/2025 PCG Wealth Advisors LLC21,591$3.00M1.5%-9.9%0.105%
8/7/2025 Allworth Financial LP550$77K0.0%-28.3%0.003%
8/7/2025 Rathbones Group PLC17,262$2.40M0.0%+0.4%0.084%
8/6/2025 Prospera Financial Services Inc9,006$1.26M0.0%+28.6%0.044%
8/6/2025 AE Wealth Management LLC8,244$1.15M0.0%-14.6%0.040%
8/6/2025 Legacy Wealth Managment LLC ID3,747$521K0.3%+31.7%0.018%
8/6/2025 Walkner Condon Financial Advisors LLC4,013$558K0.1%-2.8%0.019%
8/6/2025 Sound Financial Strategies Group LLC10,714$1.49M1.3%-3.8%0.052%
8/6/2025 Black Swift Group LLC48,187$6.70M1.4%+12.8%0.233%
8/5/2025 Transatlantique Private Wealth LLC2,957$411K0.2%+9.5%0.014%
8/5/2025 Intellectus Partners LLC3,941$548K0.1%+66.1%0.019%
8/5/2025 Sigma Planning Corp12,234$1.70M0.1%+5.6%0.059%
8/5/2025 Meixler Investment Management Ltd.4,987$693K0.5%+50.4%0.024%
8/5/2025 Strategic Financial Concepts LLC2,526$351K0.0%-50.7%0.012%
8/5/2025 American Institute for Advanced Investment Management LLP26,540$3.69M2.5%+14.3%0.129%
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8/4/2025 Cottage Street Advisors LLC4,974$692K0.4%+4.4%0.024%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,025$2.23M0.3%+54.0%0.078%
8/4/2025 Kovack Advisors Inc.1,944$270K0.0%-4.4%0.009%
8/4/2025 IFG Advisory LLC3,838$534K0.0%+3.6%0.019%
8/4/2025 Mesirow Financial Investment Management Inc.7,777$1.08M0.0%+24.3%0.038%
8/4/2025 One Day In July LLC1,561$217K0.0%N/A0.008%
8/4/2025 Atria Investments Inc1,486$207K0.0%N/A0.007%
8/4/2025 Assetmark Inc.26,863$3.73M0.0%+5.9%0.130%
8/4/2025 Flagship Harbor Advisors LLC6,767$941K0.0%-1.1%0.033%
8/4/2025 Daymark Wealth Partners LLC3,633$505K0.0%+9.7%0.018%
8/4/2025 Northwest Financial Advisors1,721$239K0.3%-16.3%0.008%
8/1/2025 Corrado Advisors LLC12,030$1.67M1.0%+6.8%0.059%
8/1/2025 Envestnet Asset Management Inc.66,115$9.19M0.0%+2.6%0.322%
7/31/2025 Stegent Equity Advisors Inc.11,443$1.59M1.4%-2.3%0.056%
7/31/2025 Focus Partners Advisor Solutions LLC2,528$351K0.0%N/A0.012%
7/31/2025 Money Design Co. Ltd.18,740$2.61M0.1%-16.4%0.092%
7/30/2025 Strategic Blueprint LLC1,883$262K0.0%N/A0.009%
7/30/2025 Principle Wealth Partners LLC2,458$342K0.0%-3.8%0.012%
7/30/2025 Prosperity Financial Group Inc.5,445$757K0.3%+7.6%0.027%
7/30/2025 TFB Advisors LLC1,554$216K0.1%N/A0.008%
7/30/2025 D.A. Davidson & CO.9,918$1.38M0.0%+79.9%0.048%
7/30/2025 Clune & Associates LTD.1,859$258K0.1%-9.9%0.009%
7/30/2025 Bogart Wealth LLC27,569$3.83M0.2%+7.2%0.135%
7/30/2025 Crewe Advisors LLC275$38K0.0%+175.0%0.001%
7/29/2025 International Assets Investment Management LLC14,696$2.04M0.1%+68.2%0.072%
7/29/2025 Signature Estate & Investment Advisors LLC3,433$477K0.0%N/A0.017%
7/29/2025 Manchester Financial Inc.42,575$5.92M1.2%-1.5%0.208%
7/29/2025 Stratos Wealth Partners LTD.16,816$2.34M0.0%+17.4%0.082%
7/29/2025 Kraft Davis & Associates LLC2,604$375K0.1%-11.6%0.013%
7/28/2025 Wealthspan Partners LLC3,269$454K0.2%+25.6%0.016%
7/28/2025 Harbour Investments Inc.9,467$1.32M0.0%+2.6%0.046%
7/28/2025 Arlington Financial Advisors LLC229,685$31.93M5.2%+3.5%1.123%
7/28/2025 RFG Advisory LLC21,009$2.92M0.1%+3.7%0.103%
7/28/2025 Moran Wealth Management LLC3,000$417K0.0%N/A0.015%
7/25/2025 Envestnet Portfolio Solutions Inc.3,289$457K0.0%+67.8%0.016%
7/25/2025 MGO One Seven LLC2,739$381K0.0%+13.9%0.013%
7/25/2025 Hazlett Burt & Watson Inc.397$55K0.0%+33.7%0.002%
7/25/2025 Clarendon Private LLC1,489$207K0.2%N/A0.007%
7/25/2025 CWM LLC5,055$703K0.0%+2.9%0.025%
7/25/2025 Concurrent Investment Advisors LLC11,732$1.63M0.0%+23.3%0.058%
7/25/2025 1858 Wealth Management LLC14,554$2.02M1.5%+15.2%0.072%
7/24/2025 Eastern Bank666$93K0.0%-48.5%0.003%
7/24/2025 rebel Financial LLC3,164$440K0.2%N/A0.016%
7/24/2025 Cascade Investment Group Inc.1,503$209K0.1%N/A0.007%
7/24/2025 IFP Advisors Inc1,836$255K0.0%+5.5%0.009%
7/24/2025 Blair William & Co. IL3,069$427K0.0%+68.8%0.015%
7/23/2025 Eagle Strategies LLC19,888$2.77M0.4%+2.0%0.099%
7/23/2025 Clear Creek Financial Management LLC10,252$1.43M0.1%+22.5%0.051%
7/23/2025 Traphagen Investment Advisors LLC346,174$48.13M4.6%+0.2%1.722%
7/23/2025 TPG Financial Advisors LLC48,910$6.80M2.7%+1,437.1%0.243%
Washington Thinks They Own Your Bank Account (Ad)

What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

Get your free guide now by clicking here >>
7/23/2025 Kingswood Wealth Advisors LLC2,616$364K0.0%N/A0.013%
7/23/2025 Gentry Private Wealth LLC1,465$204K0.2%N/A0.007%
7/23/2025 Ameliora Wealth Management Ltd.23,155$3.22M1.2%-26.2%0.115%
7/23/2025 Tcfg Wealth Management LLC27,149$3.77M1.7%+0.4%0.135%
7/23/2025 SteelPeak Wealth LLC4,605$640K0.0%+10.2%0.023%
7/23/2025 Waycross Investment Management Co2,605$362K0.4%N/A0.013%
7/23/2025 Prime 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%
(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, 313 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), Arlington Financial Advisors LLC ($31.93M), and Gitterman Wealth Management LLC ($27.61M).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 293 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 ($710.93K), Raymond James Financial Inc. ($570.96K), LPL Financial LLC ($395.41K), Jane Street Group LLC ($346.88K), and Arlington Financial Advisors LLC ($274.05K).

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

Institutional investors have bought a total of 12,024,251 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

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

Of the 94 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), Private Advisor Group LLC ($54.57K), and Proficio Capital Partners LLC ($52.66K).

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

Institutional investors have sold a total of 2,008,734 shares in the last 24 months. This volume of shares sold represents approximately $236.30M in transactions.


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This page (NASDAQ:GRID) was last updated on 8/13/2025 by MarketBeat.com Staff
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