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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
$133.70 +0.36 (+0.27%)
As of 09:30 AM 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)
226
Total
Institutional Inflows
(last 12 months)
$1.48B
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$231.29M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/2/2025 Modern Wealth Management LLC7,600$860K0.0%+94.9%0.044%
5/29/2025 Apeiron RIA LLC5,264$596K0.2%-6.1%0.030%
5/28/2025 GK Wealth Management LLC3,670$415K0.5%+35.2%0.021%
5/20/2025 Focus Partners Wealth9,716$1.10M0.0%+4.2%0.056%
5/20/2025 Flaharty Asset Management LLC14,953$1.69M0.2%-11.0%0.086%
5/20/2025 Strive Asset Management LLC18,992$2.15M1.5%N/A0.110%
5/19/2025 Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/16/2025 Ashton Thomas Private Wealth LLC4,230$479K0.0%N/A0.024%
5/16/2025 Jones Financial Companies Lllp518$59K0.0%-96.8%0.003%
5/16/2025 Legacy Wealth Managment LLC ID2,846$322K0.2%+10.4%0.016%
5/16/2025 Curi RMB Capital LLC6,019$681K0.0%N/A0.035%
5/16/2025 Aprio Wealth Management LLC106,316$12.03M1.5%+15.4%0.615%
5/15/2025 Royal Bank of Canada144,992$16.40M0.0%+26.3%0.838%
5/15/2025 Baird Financial Group Inc.4,065$460K0.0%+3.2%0.023%
5/14/2025 CreativeOne Wealth LLC1,951$221K0.0%+4.3%0.011%
5/14/2025 Per Stirling Capital Management LLC.4,463$505K0.1%-3.8%0.026%
5/14/2025 WCG Wealth Advisors LLC14,264$1.61M0.1%-8.2%0.082%
5/14/2025 Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/14/2025 Comerica Bank8,426$953K0.0%+5.9%0.049%
5/14/2025 Northwestern Mutual Wealth Management Co.1,372$155K0.0%+295.4%0.008%
5/14/2025 Kestra Advisory Services LLC131,724$14.90M0.1%-8.9%0.761%
5/14/2025 Gitterman Wealth Management LLC244,088$27.61M7.3%+6.8%1.411%
5/14/2025 Flow 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%
5/14/2025 Nan Shan Life Insurance Co. Ltd.82,000$9.28M0.2%N/A0.474%
5/13/2025 Raymond James Financial Inc.301,035$34.06M0.0%+11.5%1.740%
5/13/2025 Cresset Asset Management LLC2,181$247K0.0%+21.0%0.013%
5/13/2025 Nations Financial Group Inc. IA ADV4,131$467K0.0%+22.3%0.024%
5/13/2025 Seaview 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%
5/13/2025 Financial Network Wealth Advisors LLC1,716$194K0.3%N/A0.010%
5/13/2025 Rathbones Group PLC17,190$1.95M0.0%-1.7%0.099%
5/13/2025 HighTower Advisors LLC67,929$7.69M0.0%+16.4%0.393%
5/12/2025 Aveo Capital Partners LLC2,648$323K0.1%-92.6%0.015%
5/12/2025 Benjamin Edwards Inc.18,077$2.05M0.0%-5.9%0.104%
5/12/2025 Townsquare Capital LLC9,156$1.04M0.0%+145.3%0.053%
5/12/2025 National Bank of Canada FI746$84K0.0%-36.0%0.004%
5/12/2025 Citigroup Inc.79,921$9.04M0.0%+19.6%0.462%
5/9/2025 Atria 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%
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5/9/2025 Sound Financial Strategies Group LLC11,133$1.26M1.1%N/A0.064%
5/9/2025 SGL Investment Advisors Inc.4,279$527K0.3%+3.0%0.025%
5/9/2025 Commonwealth Equity Services LLC176,990$20.02M0.0%+7.8%1.023%
5/8/2025 Clearwater Capital Advisors LLC2,591$293K0.0%+5.4%0.015%
5/8/2025 Harbour Investments Inc.9,223$1.04M0.0%-2.4%0.053%
5/8/2025 Mesirow Financial Investment Management Inc.6,257$708K0.0%+9.4%0.036%
5/8/2025 Eastern Bank1,294$146K0.0%+94.3%0.007%
5/7/2025 N.E.W. Advisory Services LLC5,150$583K0.0%+67.3%0.030%
5/7/2025 Foundations Investment Advisors LLC1,789$202K0.0%-20.9%0.010%
5/7/2025 Brio Consultants LLC11,441$1.29M0.5%N/A0.066%
5/7/2025 LPL Financial LLC772,908$87.44M0.0%+14.8%4.468%
5/7/2025 First Heartland Consultants Inc.72,519$8.20M0.8%+3.2%0.419%
5/6/2025 Hedeker Wealth LLC11,380$1.29M0.3%+16.1%0.066%
5/6/2025 Assetmark Inc.25,367$2.87M0.0%-96.7%0.147%
5/6/2025 Cetera Investment Advisers82,293$9.31M0.0%+26.0%0.476%
5/6/2025 Avantax Advisory Services Inc.31,292$3.54M0.0%+28.3%0.181%
5/6/2025 Journey Strategic Wealth LLC4,326$489K0.0%+3.2%0.025%
5/6/2025 Black Swift Group LLC42,737$4.84M1.1%+36.4%0.247%
5/6/2025 Proficio Capital Partners LLC44,357$5.25M0.4%-54.3%0.256%
5/6/2025 Ignite Planners LLC2,493$298K0.1%-48.8%0.014%
5/5/2025 Hazlett Burt & Watson Inc.297$33K0.0%N/A0.002%
5/5/2025 IFP Advisors Inc1,740$197K0.0%-9.6%0.010%
5/5/2025 PCG Wealth Advisors LLC23,962$2.71M0.9%+532.7%0.139%
5/5/2025 Private Advisor Group LLC54,236$6.14M0.0%-34.8%0.314%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.21,339$2.41M0.0%+2.8%0.123%
5/2/2025 Pecaut & CO.25,804$2.92M1.0%+7.0%0.149%
5/2/2025 Kingsview Wealth Management LLC14,462$1.64M0.0%+3.5%0.084%
5/2/2025 Montis Financial LLC16,242$1.84M0.5%-7.9%0.094%
5/2/2025 Bogart Wealth LLC25,724$2.91M0.1%+6.6%0.149%
5/2/2025 Sigma Planning Corp11,581$1.31M0.0%-39.8%0.067%
5/1/2025 Cutter & CO Brokerage Inc.2,026$229K0.1%N/A0.012%
5/1/2025 Corrado Advisors LLC11,263$1.27M0.9%+7.4%0.065%
5/1/2025 CWM LLC4,914$556K0.0%+14.3%0.028%
5/1/2025 Gateway Wealth Partners LLC3,300$373K0.1%+10.6%0.019%
5/1/2025 Stegent Equity Advisors Inc.11,713$1.33M1.3%-1.0%0.068%
4/30/2025 Stratos Wealth Partners LTD.14,328$1.62M0.0%+72.7%0.083%
4/29/2025 U.S. Capital Wealth Advisors LLC16,610$1.88M0.1%+10.6%0.096%
4/29/2025 Envestnet Asset Management Inc.64,420$7.29M0.0%-41.8%0.372%
4/29/2025 Chilton Capital Management LLC347$39K0.0%-26.0%0.002%
4/29/2025 Concurrent Investment Advisors LLC9,518$1.08M0.0%N/A0.055%
4/29/2025 Capital Investment Advisory Services LLC1,851$209K0.0%+5.2%0.011%
4/28/2025 D.A. Davidson & CO.5,512$624K0.0%-12.5%0.032%
4/28/2025 Clune & Associates LTD.2,064$234K0.1%N/A0.012%
4/28/2025 Heritage Oak Wealth Advisors LLC8,609$974K0.4%N/A0.049%
4/28/2025 Strategic Financial Concepts LLC5,120$579K0.1%+49.6%0.029%
4/28/2025 Money Design Co. Ltd.22,411$2.54M0.1%-3.9%0.129%
4/28/2025 Rossby Financial LCC1,087$128K0.1%N/A0.006%
4/28/2025 Provident Co of the Employees of the Hebrew University LTD13,420$1.52M1.7%+3.8%0.077%
4/28/2025 Clear Creek Financial Management LLC8,367$947K0.1%+41.2%0.048%
4/25/2025 Ameritas Advisory Services LLC2,623$300K0.0%N/A0.015%
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4/25/2025 Sovran Advisors LLC7,704$866K0.1%N/A0.044%
4/25/2025 WealthBridge Capital Management LLC27,016$3.06M0.9%+11.5%0.155%
4/24/2025 Cambridge Advisors Inc.1,849$209K0.0%+5.7%0.011%
4/24/2025 Mirae Asset Global Investments Co. Ltd.428$49K0.0%N/A0.002%
4/23/2025 Golden State Equity Partners1,909$216K0.0%N/A0.011%
4/23/2025 International Assets Investment Management LLC8,739$989K0.0%+33.8%0.050%
4/23/2025 Eagle Strategies LLC19,500$2.21M0.4%-19.8%0.112%
4/23/2025 Oppenheimer & Co. Inc.35,943$4.07M0.1%+52.9%0.207%
4/22/2025 Flagship Harbor Advisors LLC6,840$774K0.0%-7.9%0.039%
4/22/2025 Cambridge Investment Research Advisors Inc.88,642$10.03M0.0%+11.0%0.509%
(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, 294 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 GRID's institutional investors.

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

Of the 272 institutional investors that purchased First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 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 15,266,857 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 122 institutional investors that sold First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.88M), International Assets Investment Management LLC ($499.38K), Raymond James Financial Services Advisors Inc. ($267.48K), Prudential PLC ($74K), FIL Ltd ($66.15K), Jane Street Group LLC ($66.02K), and Private Advisor Group LLC ($61.78K).

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

Institutional investors have sold a total of 3,648,129 shares in the last 24 months. This volume of shares sold represents approximately $406.08M in transactions.



This page (NASDAQ:GRID) was last updated on 6/12/2025 by MarketBeat.com Staff
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