Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free GRID Stock Alerts

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

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund logo
$187.76 -0.45 (-0.24%)
As of 01:29 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

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)
393
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$32.22M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,728$330K0.0%N/A0.003%
7/10/2026 Annex Advisory Services LLC2,579$494K0.0%+44.4%0.004%
7/10/2026 BFI Infinity Ltd.76,586$14.69M4.4%+4.5%0.120%
7/10/2026 Redhawk Wealth Advisors Inc.28,762$5.52M0.5%+25.6%0.045%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors41,257$7.91M0.9%+99.8%0.065%
7/10/2026 Wealthcare Advisory Partners LLC49,996$9.59M0.2%+3.3%0.079%
7/9/2026 Kraft Davis & Associates LLC3,329$604K0.1%+2.9%0.005%
7/9/2026 Wealthcare Capital Partners LLC5,092$976K0.4%-5.9%0.008%
7/9/2026 Baron Financial Group LLC1,707$327K0.2%+7.0%0.003%
7/9/2026 Ferguson Shapiro LLC35,150$6.74M2.0%-5.2%0.055%
7/9/2026 World Equity Group Inc.1,905$365K0.1%-10.5%0.003%
7/9/2026 Focus Financial Network Inc.4,919$943K0.0%+52.9%0.008%
7/9/2026 Adamsbrown Wealth Consultants LLC1,683$323K0.1%+11.1%0.003%
7/9/2026 Crumly & Associates Inc.58,095$11.14M2.1%+23.7%0.091%
7/8/2026 First Heartland Consultants Inc.72,417$13.89M0.9%+0.1%0.114%
7/8/2026 Sonoma Allocations LLC6,544$1.24M0.5%+232.9%0.010%
7/8/2026 Puff Wealth Management LLC1,062$204K0.2%N/A0.002%
7/8/2026 Factor Wealth Management LTD2,226$427K0.1%-3.3%0.004%
7/7/2026 180 Wealth Advisors LLC3,216$617K0.1%+56.6%0.005%
7/7/2026 Quad Cities Investment Group LLC4,682$898K0.3%+4.1%0.007%
7/7/2026 Balefire LLC1,227$235K0.0%N/A0.002%
7/7/2026 Dynamic Advisor Solutions LLC4,236$812K0.0%+75.2%0.007%
7/7/2026 Inspirion Wealth Advisors LLC1,188$222K0.0%N/A0.002%
7/7/2026 GK Wealth Management LLC5,263$1.01M0.5%N/A0.008%
7/7/2026 Avior Wealth Management LLC22,676$4.35M0.1%+73.6%0.036%
7/7/2026 Arlington Trust Co LLC250$48K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC4,350$834K0.0%+2.6%0.007%
7/6/2026 Hobart Private Capital LLC65,232$12.51M2.1%N/A0.103%
6/30/2026VectorGlobal IAG Inc.8,906$1.46M0.4%N/A0.017%
6/24/2026Basecamp Wealth Advisors LLC323$53K0.0%+146.6%0.001%
6/18/2026Western Wealth Management LLC5,211$852K0.0%-3.8%0.010%
6/9/2026 Rathbones Group PLC34,603$5.66M0.0%+0.6%0.066%
6/3/2026 Parallel Advisors LLC8,922$1.46M0.0%+7.9%0.017%
6/3/2026 NewEdge Advisors LLC47,263$7.73M0.0%+52.4%0.090%
6/1/2026 Foguth Wealth Management LLC.2,875$470K0.1%-20.1%0.005%
6/1/2026Concorde Asset Management LLC24,835$4.06M2.0%+867.1%0.047%
5/20/2026 Norris Financial Group LLC22,763$3.72M1.2%N/A0.043%
5/19/2026Western Wealth Management LLC5,211$852K0.0%-3.8%0.010%
5/19/2026 Sonoma Allocations LLC1,966$328K0.1%N/A0.004%
5/19/2026 NewEdge Advisors LLC35,313$5.78M0.1%+13.8%0.067%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
5/19/2026Bank of America Corp DE2,121,584$347.05M0.0%+19.1%4.045%
5/19/2026Centaurus Financial Inc.1,289$211K0.0%+38.3%0.002%
5/19/2026 Arkadios Wealth Advisors10,315$1.69M0.0%+610.4%0.020%
5/19/2026Claris Financial LLC1,548$253K0.1%N/A0.003%
5/18/2026Sunbelt Securities Inc.14,529$2.38M0.2%+20.9%0.028%
5/18/2026Royal Bank of Canada441,118$72.16M0.0%+62.1%0.841%
5/16/2026The Manufacturers Life Insurance Company 21,725$3.55M0.0%+127.6%0.041%
5/16/2026KCM Investment Advisors LLC3,256$533K0.0%+44.8%0.006%
5/15/2026 Gateway Wealth Partners LLC22,560$3.69M0.1%+235.0%0.043%
5/15/2026Wealth Watch Advisors INC3,292$539K0.2%-19.9%0.006%
5/15/2026Waverly Advisors LLC34,266$5.61M0.0%+96.2%0.065%
5/15/2026 Cumberland Partners Ltd22,591$3.70M0.3%N/A0.043%
5/15/2026Vivaldi Capital Management LP4,056$663K0.1%-1.6%0.008%
5/14/2026Modern Wealth Management LLC60,466$10.09M0.2%-0.2%0.115%
5/14/2026Liberty One Investment Management LLC9,624$1.57M0.2%N/A0.018%
5/13/2026 Cetera Investment Advisers568,057$92.92M0.1%+160.5%1.083%
5/13/2026 Clearwater Capital Advisors LLC3,250$532K0.0%+21.7%0.006%
5/13/2026 Signature Equity Partners LLC6,800$1.11M0.6%+67.6%0.013%
5/13/2026 Alpha Financial Partners LLC9,308$1.52M0.9%N/A0.018%
5/13/2026CI Investments Inc.3,077$503K0.0%+3.4%0.006%
5/12/2026 Insight Advisors LLC PA2,463$403K0.1%+11.6%0.005%
5/12/2026 CacheTech Inc.98,024$16.04M3.1%-2.0%0.187%
5/12/2026 Barometer Capital Management Inc.2,200$360K0.1%N/A0.004%
5/8/2026 PNC Financial Services Group Inc.2,441$399K0.0%+38.0%0.005%
5/7/2026Legacy Wealth Managment LLC ID7,557$1.24M0.6%+12.1%0.014%
5/7/2026 Scarborough Advisors LLC7,049$1.15M0.1%-5.6%0.013%
5/7/2026 Parallel Advisors LLC8,922$1.46M0.0%+7.9%0.017%
5/7/2026 World Equity Group Inc.2,128$348K0.1%+10.7%0.004%
5/6/2026 Cornerstone Planning Group LLC5,651$924K0.1%N/A0.011%
5/6/2026 Assetmark Inc.60,597$9.91M0.0%+78.5%0.116%
5/6/2026 Independent Financial Group LLC20,469$3.35M0.1%N/A0.039%
5/6/2026 Gaddis Premier Wealth Advisors LLC30,881$5.05M3.7%+2.5%0.059%
5/5/2026 D.A. Davidson & CO.56,455$9.24M0.1%+12.7%0.108%
5/5/2026 RFG Bristol Wealth Advisors LLC11,597$1.90M0.5%+551.9%0.022%
5/5/2026 Bank of New York Mellon Corp43,019$7.04M0.0%N/A0.082%
5/5/2026 SKY Mountain Capital Management Inc.29,328$4.80M3.4%-15.7%0.056%
5/5/2026 Geneos Wealth Management Inc.2,106$344K0.0%+61.5%0.004%
5/5/2026Sanctuary Advisors LLC29,743$4.87M0.0%+1.2%0.057%
5/5/2026 Sigma Planning Corp22,758$3.72M0.1%+64.4%0.043%
5/4/2026 Retirement Planning Group LLC1,683$275K0.0%N/A0.003%
5/4/2026 HBW Advisory Services LLC31,394$5.14M0.5%+279.7%0.060%
5/4/2026 First Growth Capital LLC6,164$1.03M0.9%-4.0%0.012%
5/4/2026 Y.D. More Investments Ltd303$50K0.0%+152.5%0.001%
5/2/2026 International Assets Investment Management LLC25,473$4.25M0.1%+9.7%0.049%
5/1/2026 180 Wealth Advisors LLC2,054$336K0.0%+28.1%0.004%
5/1/2026 Citizens Financial Group Inc. RI1,321$216K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp9,326$1.53M0.0%N/A0.018%
5/1/2026 Sovran Advisors LLC6,972$1.14M0.1%+1.3%0.013%
5/1/2026 Simplicity Wealth LLC4,075$667K0.0%N/A0.008%
5/1/2026 Corrado Advisors LLC14,277$2.34M1.2%+10.3%0.027%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
4/30/2026 Mason & Associates Inc4,359$687K0.1%-1.6%0.008%
4/30/2026 Kestra Advisory Services LLC160,050$26.18M0.1%+29.4%0.306%
4/30/2026 Integrity Investment Advisors LLC7,704$1.26M0.7%+18.3%0.015%
4/30/2026 WPG Advisers LLC29,648$4.85M3.6%+409.9%0.057%
4/29/2026 Southern Capital Services Inc. ADV27,213$4.45M2.9%+60.0%0.052%
4/29/2026 Richmond Investment Services LLC3,502$573K0.1%+2.3%0.007%
4/29/2026 Meitav Investment House Ltd.211,340$34.57M0.4%+7.2%0.404%
4/28/2026 Bogart Wealth LLC43,384$7.10M0.3%+5.0%0.084%
4/28/2026 Ascentis Independent Advisors1,547$253K0.0%N/A0.003%
4/28/2026 Stephens Inc. AR4,083$668K0.0%+36.1%0.008%


GRID Institutional Ownership - Frequently Asked Questions

During the previous two years, 491 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were Morgan Stanley ($451.25M), Bank of America Corp DE ($347.05M), LPL Financial LLC ($260.10M), Harel Insurance Investments & Financial Services Ltd. ($233.66M), UBS Group AG ($194.00M), Wells Fargo & Company MN ($156.68M), and Raymond James Financial Inc. ($108.46M).Learn more on First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's institutional investors.

Of the 471 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), Harel Insurance Investments & Financial Services Ltd. ($1.53M), Raymond James Financial Inc. ($978.70K), LPL Financial LLC ($760.97K), Morgan Stanley ($691.92K), Bank of America Corp DE ($674.19K), and International Assets Investment Management LLC ($522.17K).

Institutional investors have bought a total of 10,283,829 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

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: TPG Financial Advisors LLC ($47K), Strategic Blueprint LLC ($19.60K), World Equity Group Inc. ($14.21K), Signal Advisors Wealth LLC ($10.58K), RFG Advisory LLC ($10.31K), American Institute for Advanced Investment Management LLP ($9.28K), and SKY Mountain Capital Management Inc. ($6.95K).

Institutional investors have sold a total of 209,781 shares in the last 24 months. This volume of shares sold represents approximately $32.22M in transactions.


Related Companies

Institutional ownership data for NASDAQ:GRID is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
The US just hit $39 trillion in debt. Interest alone is now over $1 trillion a year, more than the entire defe...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel