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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
$152.01 +2.49 (+1.67%)
Closing price 10/13/2025 04:00 PM Eastern
Extended Trading
$149.10 -2.91 (-1.91%)
As of 07:19 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)
252
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$262.13M
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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
10/10/2025 Arlington Financial Advisors LLC232,118$35.07M5.2%+1.1%0.873%
10/10/2025 Signal Advisors Wealth LLC9,420$1.42M0.1%-50.9%0.035%
10/9/2025 Redhawk Wealth Advisors Inc.18,804$2.84M0.3%-2.5%0.073%
10/9/2025 Richard P Slaughter Associates Inc48,021$7.26M1.6%N/A0.186%
10/9/2025 Whalen Wealth Management Inc.2,278$344K0.2%N/A0.009%
10/8/2025 Fiduciary Alliance LLC50,453$7.62M0.5%+307.4%0.195%
10/7/2025 EWG Elevate Inc.1,690$255K0.1%N/A0.007%
10/7/2025 KFG Wealth Management LLC3,693$558K0.1%+12.5%0.014%
10/7/2025 Traphagen Investment Advisors LLC350,615$52.97M4.6%+1.3%1.356%
10/7/2025 Salem Investment Counselors Inc.1,770$267K0.0%+14.2%0.007%
10/6/2025 Nilsine Partners LLC4,093$618K0.1%-6.0%0.016%
9/4/2025Osaic Holdings Inc.88,166$12.22M0.0%+15.7%0.427%
8/26/2025Thrivent Financial for Lutherans18,820$2.62M0.0%N/A0.091%
8/26/2025Nautilus Advisors LLC1,500$209K0.2%N/A0.007%
8/20/2025Forefront Wealth Partners LLC13,578$1.89M1.3%-1.8%0.066%
8/19/2025Advisory Services Network LLC3,242$461K0.0%+10.3%0.016%
8/18/2025N.E.W. Advisory Services LLC4,125$574K0.1%-19.9%0.020%
8/15/2025First Heartland Consultants Inc.77,445$10.77M1.0%+6.8%0.375%
8/15/2025Equitable Holdings Inc.39,296$5.46M0.0%+17.2%0.190%
8/15/2025Captrust Financial Advisors123,717$17.20M0.0%+2.3%0.599%
8/15/2025Snowden Capital Advisors LLC57,502$7.99M0.2%+4.4%0.278%
8/15/2025MML Investors Services LLC86,385$12.01M0.0%+4.0%0.418%
8/15/2025Modern Wealth Management LLC58,705$8.16M0.2%+672.4%0.284%
8/15/2025Benjamin Edwards Inc.29,532$4.11M0.1%+63.4%0.143%
8/15/2025Bank of America Corp DE1,193,672$165.94M0.0%+5.4%5.780%
8/15/2025Ameriprise Financial Inc.314,059$43.63M0.0%+3.7%1.521%
8/14/2025Jane Street Group LLC24,169$3.36M0.0%-87.4%0.117%
8/14/2025Raymond James Financial Inc.328,446$45.66M0.0%+9.1%1.591%
8/14/2025FWL Investment Management LLC2,567$357K0.1%+7.1%0.012%
8/14/2025NewEdge Advisors LLC11,775$1.64M0.0%-37.7%0.057%
8/14/2025Sentinus LLC5,195$722K0.2%-7.8%0.025%
8/13/2025Per Stirling Capital Management LLC.4,107$571K0.1%-8.0%0.020%
8/13/2025Seaview Investment Managers LLC9,249$1.29M0.3%-9.4%0.045%
8/13/2025Cresset Asset Management LLC1,724$240K0.0%-21.0%0.008%
8/13/2025Proactive Wealth Strategies LLC4,048$563K0.3%-20.3%0.020%
8/13/2025Gateway Wealth Partners LLC3,003$417K0.1%-9.0%0.015%
8/13/2025Baird Financial Group Inc.3,939$548K0.0%-3.1%0.019%
8/13/2025Twin Peaks Wealth Advisors LLC380$55K0.0%N/A0.002%
8/13/2025WCG Wealth Advisors LLC20,048$2.79M0.2%+40.5%0.097%
8/13/2025Smith Moore & CO.1,465$204K0.0%N/A0.007%
8/13/2025Stablepoint Partners LLC1,591$221K0.0%N/A0.008%
8/13/2025Scotia Capital Inc.3,464$482K0.0%+8.0%0.017%
8/13/2025Northwestern Mutual Wealth Management Co.20,381$2.83M0.0%+1,385.5%0.099%
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%
8/11/2025ARS Investment Partners LLC9,784$1.36M0.1%N/A0.047%
8/11/2025Perennial Investment Advisors LLC2,529$352K0.0%+14.0%0.012%
8/11/2025United Advisor Group LLC5,632$783K0.1%+1.9%0.027%
8/11/2025Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 133,000$18.49M2.8%+2.3%0.644%
8/8/2025Kingsview Wealth Management LLC15,436$2.15M0.0%+6.7%0.075%
8/8/2025Hedeker Wealth LLC12,429$1.73M0.4%+9.2%0.060%
8/8/2025Collaborative Wealth Managment Inc.2,621$364K0.2%-31.6%0.013%
8/8/2025Avantax Advisory Services Inc.33,558$4.67M0.0%+7.2%0.163%
8/8/2025Cetera Investment Advisers88,243$12.27M0.0%+7.2%0.427%
8/8/2025Flaharty Asset Management LLC13,631$1.90M0.4%-8.8%0.066%
8/8/2025Creative Planning2,128$296K0.0%+4.3%0.010%
8/8/2025Foundations Investment Advisors LLC1,683$234K0.0%-5.9%0.008%
8/8/2025Intrua Financial LLC1,600$222K0.0%N/A0.008%
8/8/2025Good Life Advisors LLC12,782$1.78M0.1%+65.9%0.062%
8/7/2025PCG Wealth Advisors LLC21,591$3.00M1.5%-9.9%0.105%
8/7/2025Allworth Financial LP550$77K0.0%-28.3%0.003%
8/7/2025Rathbones Group PLC17,262$2.40M0.0%+0.4%0.084%
8/6/2025Prospera Financial Services Inc9,006$1.26M0.0%+28.6%0.044%
8/6/2025AE Wealth Management LLC8,244$1.15M0.0%-14.6%0.040%
8/6/2025Legacy Wealth Managment LLC ID3,747$521K0.3%+31.7%0.018%
8/6/2025Walkner Condon Financial Advisors LLC4,013$558K0.1%-2.8%0.019%
8/6/2025Sound Financial Strategies Group LLC10,714$1.49M1.3%-3.8%0.052%
8/6/2025Black Swift Group LLC48,187$6.70M1.4%+12.8%0.233%
8/5/2025Transatlantique Private Wealth LLC2,957$411K0.2%+9.5%0.014%
8/5/2025Intellectus Partners LLC3,941$548K0.1%+66.1%0.019%
8/5/2025Sigma Planning Corp12,234$1.70M0.1%+5.6%0.059%
8/5/2025Meixler Investment Management Ltd.4,987$693K0.5%+50.4%0.024%
8/5/2025Strategic Financial Concepts LLC2,526$351K0.0%-50.7%0.012%
8/5/2025American Institute for Advanced Investment Management LLP26,540$3.69M2.5%+14.3%0.129%
8/4/2025Cottage Street Advisors LLC4,974$692K0.4%+4.4%0.024%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,025$2.23M0.3%+54.0%0.078%
8/4/2025Kovack Advisors Inc.1,944$270K0.0%-4.4%0.009%
8/4/2025IFG Advisory LLC3,838$534K0.0%+3.6%0.019%
8/4/2025Mesirow Financial Investment Management Inc.7,777$1.08M0.0%+24.3%0.038%
8/4/2025One Day In July LLC1,561$217K0.0%N/A0.008%
8/4/2025Atria Investments Inc1,486$207K0.0%N/A0.007%
8/4/2025Assetmark Inc.26,863$3.73M0.0%+5.9%0.130%
8/4/2025Flagship Harbor Advisors LLC6,767$941K0.0%-1.1%0.033%
8/4/2025Daymark Wealth Partners LLC3,633$505K0.0%+9.7%0.018%
8/4/2025Northwest Financial Advisors1,721$239K0.3%-16.3%0.008%
8/1/2025Corrado Advisors LLC12,030$1.67M1.0%+6.8%0.059%
8/1/2025Envestnet Asset Management Inc.66,115$9.19M0.0%+2.6%0.322%
7/31/2025Stegent Equity Advisors Inc.11,443$1.59M1.4%-2.3%0.056%
7/31/2025Focus Partners Advisor Solutions LLC2,528$351K0.0%N/A0.012%
7/31/2025Money Design Co. Ltd.18,740$2.61M0.1%-16.4%0.092%
7/30/2025Strategic Blueprint LLC1,883$262K0.0%N/A0.009%
(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, 322 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 ($165.94M), LPL Financial LLC ($87.44M), Traphagen Investment Advisors LLC ($52.97M), Wells Fargo & Company MN ($46.86M), Raymond James Financial Inc. ($45.66M), Ameriprise Financial Inc. ($43.63M), and Arlington Financial Advisors LLC ($35.07M).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 303 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. ($598.37K), LPL Financial LLC ($395.41K), Jane Street Group LLC ($346.88K), and Arlington Financial Advisors LLC ($276.48K).

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

Institutional investors have bought a total of 12,208,772 shares in the last 24 months. This purchase volume represents approximately $1.47B in transactions.

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

Of the 100 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), Jane Street Group LLC ($233.74K), Prudential PLC ($74K), FIL Ltd ($66.15K), 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 2,193,157 shares in the last 24 months. This volume of shares sold represents approximately $262.13M in transactions.



This page (NASDAQ:GRID) was last updated on 10/14/2025 by MarketBeat.com Staff
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