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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
$179.25 +0.55 (+0.31%)
Closing price 04:00 PM Eastern
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$179.48 +0.23 (+0.13%)
As of 07:52 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)
403
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$148.68M
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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
10/13/2026Cascade Investment Group Inc.2,337$414K0.2%N/A0.003%
10/13/2026Stegent Equity Advisors Inc.10,584$1.88M1.5%-19.1%0.016%
10/13/2026Avior Wealth Management LLC34,473$6.11M0.2%+52.0%0.051%
10/10/2026Sacks & Associates LLC2,908$515K0.4%N/A0.004%
10/10/2026Baron Financial Group LLC1,929$342K0.2%+13.0%0.003%
10/10/2026Armstrong Advisory Group Inc.960$170K0.0%-99.0%0.001%
10/10/2026Gilpin Wealth Management LLC855$151K0.1%+14.5%0.001%
10/9/2026RFG Bristol Wealth Advisors LLC16,607$2.94M0.7%+6.2%0.025%
10/9/2026GK Wealth Management LLC4,196$743K0.4%-20.3%0.006%
10/9/2026Balefire LLC1,462$259K0.0%+19.2%0.002%
10/9/2026Thryve Wealth Management LLC56,381$9.99M5.6%+1.4%0.085%
10/9/2026Avaii Wealth Management LLC46,989$8.60M2.4%N/A0.070%
10/9/2026BOS Asset Management LLC9,989$1.77M0.4%-3.0%0.015%
10/9/2026Acropolis Investment Management LLC8,214$1.46M0.1%N/A0.012%
10/9/2026First Heartland Consultants Inc.64,783$11.47M0.8%N/A0.097%
10/8/2026Factor Wealth Management LTD2,131$377K0.1%-4.3%0.003%
10/8/2026Farther Finance Advisors LLC6,691$1.19M0.0%-6.0%0.010%
10/8/2026CoreCap Advisors LLC5,500$974K0.0%+26.4%0.008%
10/8/2026Titleist Asset Management LLC7,909$1.40M0.1%-0.8%0.012%
10/8/2026Avidian Wealth Enterprises LLC2,004$355K0.0%N/A0.003%
10/8/2026Ayalon Insurance Comp Ltd.161,110$28.53M2.5%N/A0.240%
10/8/2026Puff Wealth Management LLC1,404$249K0.2%+32.2%0.002%
10/7/2026Crumly & Associates Inc.69,834$12.37M2.2%+20.2%0.104%
10/7/2026Searcy Financial Services Inc. ADV69,851$12.37M4.4%-85.7%0.104%
10/5/2026Baker Tilly Wealth Management LLC2,119$375K0.1%N/A0.003%
10/5/2026Eastern Bank666$118K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.1,181$226K0.0%N/A0.002%
9/23/2026Envestnet Asset Management Inc.430,096$82.47M0.0%+11.9%0.646%
9/9/2026Pecaut & CO.49,362$9.47M3.0%-1.2%0.076%
9/9/2026Capital Analysts LLC1,713$328K0.0%+635.2%0.003%
9/9/2026Concorde Asset Management LLC23,869$4.58M2.6%-3.9%0.037%
9/9/2026Integrated Wealth Concepts LLC19,921$3.82M0.0%+131.9%0.031%
9/9/2026RFG Advisory LLC21,890$4.20M0.1%+40.7%0.034%
9/9/2026NewEdge Advisors LLC94,748$18.17M0.1%+100.5%0.147%
9/9/2026Hedeker Wealth LLC23,874$4.58M0.9%+0.8%0.037%
9/9/2026IFP Advisors Inc13,359$2.56M0.0%+17.8%0.021%
9/9/2026Baird Financial Group Inc.69,831$13.39M0.0%+7.8%0.108%
9/8/2026Allworth Financial LP1,065$204K0.0%+12.5%0.002%
9/8/2026Waverly Advisors LLC36,379$6.98M0.0%+6.2%0.056%
9/2/2026Allianz Asset Management GmbH3,700$709K0.0%N/A0.006%
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9/1/2026Agur Provident & Training Funds Management Ltd.75,140$14.41M3.4%N/A0.116%
8/24/2026Carlson Financial Inc.5,953$1.15M0.6%+37.0%0.009%
8/23/2026Ameritas Advisory Services LLC13,525$2.59M0.1%+180.1%0.021%
8/23/2026PCG Wealth Advisors LLC33,940$6.51M1.4%-6.4%0.052%
8/23/2026Ameliora Wealth Management Ltd.53,168$10.20M3.0%+19.4%0.082%
8/23/2026Kraematon Investment Advisors Inc.14,323$2.75M2.1%+1.0%0.022%
8/23/2026Hutchens & Kramer Investment Management Group LLC47,039$9.02M2.5%-0.8%0.073%
8/23/2026Unique Wealth LLC5,194$996K0.1%+117.0%0.008%
8/22/2026Compass Financial Management LLC1,728$330K0.0%N/A0.003%
8/22/2026NI Acquisitions Company LLC590$113K0.0%N/A0.001%
8/22/2026William John Sempolinski19,425$3.73M1.5%N/A0.030%
8/22/2026SMART Wealth LLC16,384$3.14M0.7%N/A0.025%
8/22/2026Legacy Wealth Managment LLC ID8,994$1.73M0.8%+19.0%0.014%
8/22/2026Tudor Financial Inc.1,337$256K0.1%-9.2%0.002%
8/22/2026NWF Advisory Services Inc.1,697$325K0.0%N/A0.003%
8/22/2026Kickstand Ventures LLC.29,197$5.60M1.0%-9.1%0.045%
8/22/2026Concurrent Investment Advisors LLC44,692$8.57M0.1%+13.3%0.069%
8/21/2026KFG Wealth Management LLC4,019$771K0.1%-1.9%0.006%
8/21/2026Kraft Davis & Associates LLC3,329$604K0.1%+2.9%0.005%
8/21/2026Waycross Investment Management Co39,455$7.57M4.4%+13.9%0.061%
8/21/2026Continuum Advisory LLC3,817$732K0.1%+73.7%0.006%
8/21/2026Beacon Financial Advisory LLC2,778$533K0.1%+44.1%0.004%
8/21/2026Sound Financial Strategies Group LLC6,164$1.18M0.8%+1.8%0.010%
8/21/2026Nan Shan Life Insurance Co. Ltd.86,788$16.64M0.5%-60.1%0.134%
8/21/2026Triumph Capital Management16,723$3.21M0.6%+22.1%0.026%
8/20/2026Rehmann Capital Advisory Group5,884$1.13M0.0%+74.0%0.009%
8/20/2026JNBA Financial Advisors923$177K0.0%+20.2%0.001%
8/12/2026Compass Financial Management LLC1,728$330K0.0%N/A0.003%
7/10/2026Annex Advisory Services LLC2,579$494K0.0%+44.4%0.004%
7/10/2026BFI Infinity Ltd.76,586$14.69M4.4%+4.5%0.120%
7/10/2026Redhawk Wealth Advisors Inc.28,762$5.52M0.5%+25.6%0.045%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors41,257$7.91M0.9%+99.8%0.065%
7/10/2026Wealthcare Advisory Partners LLC49,996$9.59M0.2%+3.3%0.079%
7/9/2026Kraft Davis & Associates LLC3,329$604K0.1%+2.9%0.005%
7/9/2026Wealthcare Capital Partners LLC5,092$976K0.4%-5.9%0.008%
7/9/2026Baron Financial Group LLC1,707$327K0.2%+7.0%0.003%
7/9/2026Ferguson Shapiro LLC35,150$6.74M2.0%-5.2%0.055%
7/9/2026World Equity Group Inc.1,905$365K0.1%-10.5%0.003%
7/9/2026Focus Financial Network Inc.4,919$943K0.0%+52.9%0.008%
7/9/2026Adamsbrown Wealth Consultants LLC1,683$323K0.1%+11.1%0.003%
7/9/2026Crumly & Associates Inc.58,095$11.14M2.1%+23.7%0.091%
7/8/2026First Heartland Consultants Inc.72,417$13.89M0.9%+0.1%0.114%
7/8/2026Sonoma Allocations LLC6,544$1.24M0.5%+232.9%0.010%
7/8/2026Puff Wealth Management LLC1,062$204K0.2%N/A0.002%
7/8/2026Factor Wealth Management LTD2,226$427K0.1%-3.3%0.004%
7/7/2026180 Wealth Advisors LLC3,216$617K0.1%+56.6%0.005%
7/7/2026Quad Cities Investment Group LLC4,682$898K0.3%+4.1%0.007%
7/7/2026Balefire LLC1,227$235K0.0%N/A0.002%
7/7/2026Dynamic Advisor Solutions LLC4,236$812K0.0%+75.2%0.007%
7/7/2026Inspirion Wealth Advisors LLC1,188$222K0.0%N/A0.002%
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7/7/2026GK Wealth Management LLC5,263$1.01M0.5%N/A0.008%
7/7/2026Avior Wealth Management LLC22,676$4.35M0.1%+73.6%0.036%
7/7/2026Arlington Trust Co LLC250$48K0.0%N/A0.000%
7/7/2026CoreCap Advisors LLC4,350$834K0.0%+2.6%0.007%
7/6/2026Hobart 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%
6/9/2026Rathbones Group PLC34,603$5.66M0.0%+0.6%0.066%
6/3/2026Parallel Advisors LLC8,922$1.46M0.0%+7.9%0.017%


GRID Institutional Ownership - Frequently Asked Questions

During the previous two years, 504 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 478 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 10,600,943 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Of the 96 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: Searcy Financial Services Inc. ADV ($420.07K), Nan Shan Life Insurance Co. Ltd. ($130.99K), Armstrong Advisory Group Inc. ($93.18K), TPG Financial Advisors LLC ($47K), Strategic Blueprint LLC ($19.60K), World Equity Group Inc. ($14.21K), and RFG Advisory LLC ($10.31K).

Institutional investors have sold a total of 854,113 shares in the last 24 months. This volume of shares sold represents approximately $148.68M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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