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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
$139.83 +0.69 (+0.50%)
As of 01:15 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)
225
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$231.31M
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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
7/2/2025HBW 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%
5/28/2025GK 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%
5/14/2025Venture 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%
5/13/2025Trivium 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%
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5/9/2025Kickstand 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%
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%
5/6/2025Cetera Investment Advisers82,293$9.31M0.0%+26.0%0.476%
5/6/2025Avantax Advisory Services Inc.31,292$3.54M0.0%+28.3%0.181%
5/6/2025Journey Strategic Wealth LLC4,326$489K0.0%+3.2%0.025%
5/6/2025Black Swift Group LLC42,737$4.84M1.1%+36.4%0.247%
5/6/2025Proficio Capital Partners LLC44,357$5.25M0.4%-54.3%0.256%
5/6/2025Ignite Planners LLC2,493$298K0.1%-48.8%0.014%
5/5/2025Hazlett Burt & Watson Inc.297$33K0.0%N/A0.002%
5/5/2025IFP Advisors Inc1,740$197K0.0%-9.6%0.010%
5/5/2025PCG Wealth Advisors LLC23,962$2.71M0.9%+532.7%0.139%
5/5/2025Private Advisor Group LLC54,236$6.14M0.0%-34.8%0.314%
5/5/2025Migdal Insurance & Financial Holdings Ltd.21,339$2.41M0.0%+2.8%0.123%
5/2/2025Pecaut & CO.25,804$2.92M1.0%+7.0%0.149%
5/2/2025Kingsview Wealth Management LLC14,462$1.64M0.0%+3.5%0.084%
5/2/2025Montis Financial LLC16,242$1.84M0.5%-7.9%0.094%
5/2/2025Bogart Wealth LLC25,724$2.91M0.1%+6.6%0.149%
5/2/2025Sigma Planning Corp11,581$1.31M0.0%-39.8%0.067%
5/1/2025Cutter & CO Brokerage Inc.2,026$229K0.1%N/A0.012%
5/1/2025Corrado Advisors LLC11,263$1.27M0.9%+7.4%0.065%
5/1/2025CWM LLC4,914$556K0.0%+14.3%0.028%
5/1/2025Gateway Wealth Partners LLC3,300$373K0.1%+10.6%0.019%
5/1/2025Stegent Equity Advisors Inc.11,713$1.33M1.3%-1.0%0.068%
4/30/2025Stratos Wealth Partners LTD.14,328$1.62M0.0%+72.7%0.083%
4/29/2025U.S. Capital Wealth Advisors LLC16,610$1.88M0.1%+10.6%0.096%
4/29/2025Envestnet Asset Management Inc.64,420$7.29M0.0%-41.8%0.372%
4/29/2025Chilton Capital Management LLC347$39K0.0%-26.0%0.002%
4/29/2025Concurrent Investment Advisors LLC9,518$1.08M0.0%N/A0.055%
4/29/2025Capital Investment Advisory Services LLC1,851$209K0.0%+5.2%0.011%
4/28/2025D.A. Davidson & CO.5,512$624K0.0%-12.5%0.032%
4/28/2025Clune & Associates LTD.2,064$234K0.1%N/A0.012%
4/28/2025Heritage Oak Wealth Advisors LLC8,609$974K0.4%N/A0.049%
4/28/2025Strategic Financial Concepts LLC5,120$579K0.1%+49.6%0.029%
4/28/2025Money Design Co. Ltd.22,411$2.54M0.1%-3.9%0.129%
4/28/2025Rossby Financial LCC1,087$128K0.1%N/A0.006%
4/28/2025Provident Co of the Employees of the Hebrew University LTD13,420$1.52M1.7%+3.8%0.077%
4/28/2025Clear Creek Financial Management LLC8,367$947K0.1%+41.2%0.048%
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4/25/2025Ameritas Advisory Services LLC2,623$300K0.0%N/A0.015%
4/25/2025Sovran Advisors LLC7,704$866K0.1%N/A0.044%
4/25/2025WealthBridge Capital Management LLC27,016$3.06M0.9%+11.5%0.155%
4/24/2025Cambridge Advisors Inc.1,849$209K0.0%+5.7%0.011%
4/24/2025Mirae Asset Global Investments Co. Ltd.428$49K0.0%N/A0.002%
4/23/2025Golden State Equity Partners1,909$216K0.0%N/A0.011%
4/23/2025International Assets Investment Management LLC8,739$989K0.0%+33.8%0.050%
4/23/2025Eagle Strategies LLC19,500$2.21M0.4%-19.8%0.112%
4/23/2025Oppenheimer & Co. Inc.35,943$4.07M0.1%+52.9%0.207%
4/22/2025Flagship Harbor Advisors LLC6,840$774K0.0%-7.9%0.039%
(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, 295 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), Wells Fargo & Company MN ($46.86M), Traphagen Investment Advisors LLC ($39.08M), 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 273 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 12,367,960 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

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

Of the 83 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 1,983,840 shares in the last 24 months. This volume of shares sold represents approximately $231.31M in transactions.


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This page (NASDAQ:GRID) was last updated on 7/3/2025 by MarketBeat.com Staff
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