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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
$177.70 +2.17 (+1.24%)
As of 02:51 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)
397
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$58.28M
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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
9/2/2026 Allianz Asset Management GmbH3,700$709K0.0%N/A0.006%
9/1/2026 Agur Provident & Training Funds Management Ltd.75,140$14.41M3.4%N/A0.116%
8/24/2026 Carlson Financial Inc.5,953$1.15M0.6%+37.0%0.009%
8/23/2026 Ameritas Advisory Services LLC13,525$2.59M0.1%+180.1%0.021%
8/23/2026 PCG Wealth Advisors LLC33,940$6.51M1.4%-6.4%0.052%
8/23/2026 Ameliora Wealth Management Ltd.53,168$10.20M3.0%+19.4%0.082%
8/23/2026 Kraematon Investment Advisors Inc.14,323$2.75M2.1%+1.0%0.022%
8/23/2026 Hutchens & Kramer Investment Management Group LLC47,039$9.02M2.5%-0.8%0.073%
8/23/2026 Unique Wealth LLC5,194$996K0.1%+117.0%0.008%
8/22/2026 Compass Financial Management LLC1,728$330K0.0%N/A0.003%
8/22/2026 NI Acquisitions Company LLC590$113K0.0%N/A0.001%
8/22/2026 William John Sempolinski19,425$3.73M1.5%N/A0.030%
8/22/2026 SMART Wealth LLC16,384$3.14M0.7%N/A0.025%
8/22/2026 Legacy Wealth Managment LLC ID8,994$1.73M0.8%+19.0%0.014%
8/22/2026 Tudor Financial Inc.1,337$256K0.1%-9.2%0.002%
8/22/2026 NWF Advisory Services Inc.1,697$325K0.0%N/A0.003%
8/22/2026 Kickstand Ventures LLC.29,197$5.60M1.0%-9.1%0.045%
8/22/2026 Concurrent Investment Advisors LLC44,692$8.57M0.1%+13.3%0.069%
8/21/2026 KFG Wealth Management LLC4,019$771K0.1%-1.9%0.006%
8/21/2026 Kraft Davis & Associates LLC3,329$604K0.1%+2.9%0.005%
8/21/2026 Waycross Investment Management Co39,455$7.57M4.4%+13.9%0.061%
8/21/2026 Continuum Advisory LLC3,817$732K0.1%+73.7%0.006%
8/21/2026 Beacon Financial Advisory LLC2,778$533K0.1%+44.1%0.004%
8/21/2026 Sound Financial Strategies Group LLC6,164$1.18M0.8%+1.8%0.010%
8/21/2026 Nan Shan Life Insurance Co. Ltd.86,788$16.64M0.5%-60.1%0.134%
8/21/2026 Triumph Capital Management16,723$3.21M0.6%+22.1%0.026%
8/20/2026 Rehmann Capital Advisory Group5,884$1.13M0.0%+74.0%0.009%
8/20/2026 JNBA Financial Advisors923$177K0.0%+20.2%0.001%
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%
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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%
6/24/2026 Basecamp Wealth Advisors LLC323$53K0.0%+146.6%0.001%
6/18/2026 Western 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%
6/1/2026 Concorde 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%
5/19/2026 Western 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%
5/19/2026 Bank of America Corp DE2,121,584$347.05M0.0%+19.1%4.045%
5/19/2026 Centaurus 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%
5/18/2026 Royal Bank of Canada441,118$72.16M0.0%+62.1%0.841%
5/16/2026 The Manufacturers Life Insurance Company 21,725$3.55M0.0%+127.6%0.041%
5/16/2026 KCM 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%
5/15/2026 Wealth Watch Advisors INC3,292$539K0.2%-19.9%0.006%
5/15/2026 Waverly Advisors LLC34,266$5.61M0.0%+96.2%0.065%
5/15/2026 Cumberland Partners Ltd22,591$3.70M0.3%N/A0.043%
5/15/2026 Vivaldi Capital Management LP4,056$663K0.1%-1.6%0.008%
5/14/2026 Modern Wealth Management LLC60,466$10.09M0.2%-0.2%0.115%
5/14/2026 Liberty 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%
5/13/2026 CI 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%
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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%
5/7/2026 Legacy 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%


GRID Institutional Ownership - Frequently Asked Questions

During the previous two years, 496 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 474 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 10,269,035 shares in the last 24 months. This purchase volume represents approximately $1.59B in transactions.

Of the 88 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: Nan Shan Life Insurance Co. Ltd. ($130.99K), 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), and American Institute for Advanced Investment Management LLP ($9.28K).

Institutional investors have sold a total of 345,346 shares in the last 24 months. This volume of shares sold represents approximately $58.28M in transactions.


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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 9/2/2026. New 13F filings are added each quarter as they're published.
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