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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
$193.49 +3.65 (+1.92%)
Closing price 04:00 PM Eastern
Extended Trading
$194.26 +0.76 (+0.40%)
As of 05:57 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)
398
Total
Institutional Inflows
(last 12 months)
$1.51B
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$167.93M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026SKY Mountain Capital Management Inc.29,328$4.80M3.4%-15.7%0.056%
5/5/2026Geneos Wealth Management Inc.2,106$344K0.0%+61.5%0.004%
5/5/2026Sanctuary Advisors LLC29,743$4.87M0.0%+1.2%0.057%
5/5/2026Sigma Planning Corp22,758$3.72M0.1%+64.4%0.043%
5/4/2026Retirement Planning Group LLC1,683$275K0.0%N/A0.003%
5/4/2026HBW Advisory Services LLC31,394$5.14M0.5%+279.7%0.060%
5/4/2026First Growth Capital LLC6,164$1.03M0.9%-4.0%0.012%
5/4/2026Y.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%
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%
4/28/2026 Astoria Portfolio Advisors LLC.2,403$393K0.1%+51.5%0.005%
4/28/2026 Walkner Condon Financial Advisors LLC10,076$1.65M0.2%+43.1%0.020%
4/28/2026 NBT Bank N A NY413$68K0.0%+169.9%0.001%
4/28/2026 Revisor Wealth Management LLC1,788$293K0.1%+8.5%0.003%
4/28/2026 Koshinski Asset Management Inc.4,315$706K0.0%+20.1%0.008%
4/28/2026 Hunter Associates Investment Management LLC1,312$216K0.0%N/A0.003%
4/28/2026 Beacon Financial Advisory LLC1,928$315K0.1%N/A0.004%
4/28/2026 QRG Capital Management Inc.1,334$218K0.0%N/A0.003%
4/27/2026 Apeiron RIA LLC2,267$371K0.1%-54.4%0.004%
4/27/2026 Moran Wealth Management LLC10,679$1.75M0.1%+36.1%0.021%
4/27/2026 PFG Investments LLC48,442$7.92M0.4%+0.2%0.094%
4/27/2026 BIP Wealth LLC22,884$3.74M0.2%+7.3%0.044%
4/27/2026 Baer Investment Advisory LLC1,326$217K0.0%N/A0.003%
4/27/2026 Private Advisor Group LLC118,191$19.33M0.1%+44.4%0.229%
4/27/2026 Y Intercept Hong Kong Ltd8,581$1.40M0.0%N/A0.017%
4/27/2026 Trademark Financial Management LLC2,234$365K0.2%N/A0.004%
4/25/2026 Heritage Oak Wealth Advisors LLC7,837$1.28M0.4%-10.2%0.015%
4/25/2026 KPP Advisory Services LLC34,808$5.69M0.8%+65.9%0.068%
4/24/2026 Stegent Equity Advisors Inc.12,640$2.07M1.8%+7.0%0.025%
4/24/2026 Barnes Pettey Financial Advisors LLC2,319$379K0.2%N/A0.004%
4/24/2026 Alaska Wealth Advisors LLC17,775$2.91M0.3%+12.5%0.034%
4/24/2026 Alaska Permanent Capital Management LLC54,841$8.95M0.6%+7.7%0.106%
4/24/2026 Tcfg Wealth Management LLC25,351$4.15M1.6%-13.9%0.049%
4/24/2026 Alexis Investment Partners LLC9,468$1.49M1.0%N/A0.018%
4/24/2026 Impact Partnership Wealth LLC1,301$213K0.0%N/A0.003%
4/24/2026 Ferguson Shapiro LLC37,076$6.07M1.8%+9.1%0.072%
4/23/2026 Manchester Financial Inc.38,968$6.37M1.2%-3.1%0.076%
4/23/2026 Flagstar Advisors Inc.5,930$970K0.4%+33.1%0.012%
4/23/2026 Intrua Financial LLC4,293$702K0.1%-11.2%0.008%
4/23/2026 Ameliora Wealth Management Ltd.44,520$7.28M2.3%-1.0%0.086%
4/23/2026 SageGuard Financial Group LLC16,691$2.73M0.4%N/A0.032%
4/23/2026 Continuum Advisory LLC2,197$359K0.0%+27.5%0.004%
4/23/2026 Apollon Financial LLC3,088$505K0.1%N/A0.006%
4/23/2026 Apollon Wealth Management LLC14,443$2.36M0.0%+296.4%0.029%
4/22/2026 Janney Montgomery Scott LLC112,069$18.33M0.0%+7.7%0.228%
4/22/2026 Onyx Bridge Wealth Group LLC1,885$308K0.0%+12.1%0.004%
4/22/2026 Narus Financial Partners LLC1,677$274K0.1%-34.3%0.003%
4/22/2026 Merkkuri Wealth Advisors LLC206$34K0.0%N/A0.000%
4/21/2026 Maridea Wealth Management LLC5,209$852K0.1%-3.6%0.011%
4/21/2026 Sequent Planning LLC7,872$1.29M0.3%+4.9%0.016%
4/21/2026 Columbus Macro LLC1,928$315K0.0%+13.7%0.004%
4/21/2026 Unique Wealth LLC2,393$391K0.1%N/A0.005%
4/21/2026 Cottage Street Advisors LLC7,134$1.17M0.5%+2.7%0.015%
4/21/2026 Silver Oak Securities Incorporated1,989$325K0.0%+60.8%0.004%
4/21/2026 Fiduciary Alliance LLC57,171$10.29M0.7%+3.8%0.116%
4/20/2026 Kestra Private Wealth Services LLC22,874$3.74M0.0%+108.1%0.046%
4/20/2026 Factor Wealth Management LTD2,301$376K0.1%-18.0%0.005%
4/20/2026 RFG Advisory LLC15,556$2.55M0.0%+42.3%0.032%
4/17/2026 WealthBridge Capital Management LLC38,270$6.26M1.4%+5.8%0.078%
4/17/2026 Certified Advisory Corp1,851$303K0.0%N/A0.004%
4/17/2026 Total Clarity Wealth Management Inc.2,285$374K0.1%-24.4%0.005%
4/17/2026 Signal Advisors Wealth LLC8,608$1.41M0.1%-3.4%0.018%
4/17/2026 Outlook Wealth Advisors LLC4,896$801K0.2%+7.0%0.010%
4/17/2026 Everstar Asset Management LLC2,291$375K0.2%N/A0.005%
4/16/2026 CPR Investments Inc.1,514$248K0.2%N/A0.003%
4/16/2026 Cambridge Advisors Inc.10,299$1.69M0.3%+10.7%0.022%
4/16/2026 Balboa Wealth Partners2,150$352K0.1%N/A0.005%
4/16/2026 VVR Holdings LLC14,636$2.39M1.2%N/A0.031%
4/16/2026 ARS Investment Partners LLC9,911$1.62M0.1%+1.8%0.021%
4/15/2026 Nations Financial Group Inc. IA ADV6,102$998K0.1%+21.1%0.013%
4/15/2026 WESPAC Advisors SoCal LLC67,149$10.98M2.3%+27.7%0.142%
3/17/2026Rockefeller Capital Management L.P.42,870$6.56M0.0%+159.9%0.111%
3/12/2026Nalls Sherbakoff Group LLC205$31K0.0%N/A0.001%
3/4/2026Rehmann Capital Advisory Group2,782$426K0.0%N/A0.007%
2/27/2026 Southern Capital Services Inc. ADV17,013$2.60M1.6%N/A0.044%
2/25/2026Thryve Wealth Management LLC50,891$7.79M3.9%N/A0.132%
2/24/2026 Astoria Portfolio Advisors LLC.1,586$243K0.1%N/A0.004%
2/20/2026Sunbelt Securities Inc.12,013$1.84M0.1%+29.4%0.031%
2/19/2026First Growth Capital LLC6,423$983K1.0%N/A0.017%
2/18/2026Ameriflex Group Inc.212$32K0.0%-50.0%0.001%
2/18/2026Blue Chip Partners LLC2,686$411K0.0%N/A0.007%
2/18/2026Raymond James Financial Inc.708,774$108.46M0.0%+45.0%1.834%
2/18/2026Skyview Financial Group LLC7,778$1.19M1.2%N/A0.020%
2/18/2026 Onyx Bridge Wealth Group LLC1,681$257K0.0%+17.5%0.004%
2/18/2026CacheTech Inc.100,063$15.31M2.8%N/A0.259%


GRID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GRID shares?

During the previous two years, 479 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), LPL Financial LLC ($260.10M), Harel Insurance Investments & Financial Services Ltd. ($233.66M), Bank of America Corp DE ($218.74M), 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.

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

Of the 460 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 ($862.15K), Morgan Stanley ($691.92K), International Assets Investment Management LLC ($524.83K), and UBS Group AG ($490.67K).

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

Institutional investors have bought a total of 10,173,556 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

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

Of the 117 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. ($737.15K), Jane Street Group LLC ($167.72K), Proficio Capital Partners LLC ($52.66K), Venture Visionary Partners LLC ($49.98K), TPG Financial Advisors LLC ($47K), Aveo Capital Partners LLC ($33.33K), and Strategic Blueprint LLC ($19.60K).

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

Institutional investors have sold a total of 1,351,655 shares in the last 24 months. This volume of shares sold represents approximately $167.93M in transactions.


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This page (NASDAQ:GRID) was last updated on 5/5/2026 by MarketBeat.com Staff.
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