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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
$177.40 -2.40 (-1.33%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$179.90 +2.50 (+1.41%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
402
Total
Institutional Inflows
(last 12 months)
$1.62B
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$59.23M
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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
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%
6/3/2026Parallel Advisors LLC8,922$1.46M0.0%+7.9%0.017%
6/3/2026NewEdge 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%
5/20/2026Norris 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%
5/19/2026NewEdge Advisors LLC35,313$5.78M0.1%+13.8%0.067%
5/19/2026Bank of America Corp DE2,121,584$347.05M0.0%+19.1%4.045%
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5/19/2026Centaurus Financial Inc.1,289$211K0.0%+38.3%0.002%
5/19/2026Arkadios 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%
5/15/2026Gateway 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%
5/15/2026Cumberland 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%
5/13/2026Cetera Investment Advisers568,057$92.92M0.1%+160.5%1.083%
5/13/2026Clearwater Capital Advisors LLC3,250$532K0.0%+21.7%0.006%
5/13/2026Signature Equity Partners LLC6,800$1.11M0.6%+67.6%0.013%
5/13/2026Alpha Financial Partners LLC9,308$1.52M0.9%N/A0.018%
5/13/2026CI Investments Inc.3,077$503K0.0%+3.4%0.006%
5/12/2026Insight Advisors LLC PA2,463$403K0.1%+11.6%0.005%
5/12/2026CacheTech Inc.98,024$16.04M3.1%-2.0%0.187%
5/12/2026Barometer Capital Management Inc.2,200$360K0.1%N/A0.004%
5/8/2026PNC 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%
5/7/2026Parallel 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%
5/6/2026Cornerstone Planning Group LLC5,651$924K0.1%N/A0.011%
5/6/2026Assetmark Inc.60,597$9.91M0.0%+78.5%0.116%
5/6/2026 Independent Financial Group LLC20,469$3.35M0.1%N/A0.039%
5/6/2026Gaddis Premier Wealth Advisors LLC30,881$5.05M3.7%+2.5%0.059%
5/5/2026D.A. Davidson & CO.56,455$9.24M0.1%+12.7%0.108%
5/5/2026RFG Bristol Wealth Advisors LLC11,597$1.90M0.5%+551.9%0.022%
5/5/2026Bank of New York Mellon Corp43,019$7.04M0.0%N/A0.082%
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%
5/4/2026 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%
5/4/2026Y.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%
5/1/2026Citizens Financial Group Inc. RI1,321$216K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp9,326$1.53M0.0%N/A0.018%
5/1/2026Sovran Advisors LLC6,972$1.14M0.1%+1.3%0.013%
5/1/2026Simplicity Wealth LLC4,075$667K0.0%N/A0.008%
5/1/2026Corrado Advisors LLC14,277$2.34M1.2%+10.3%0.027%
4/30/2026 Mason & Associates Inc4,359$687K0.1%-1.6%0.008%
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4/30/2026Kestra 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%
4/30/2026WPG 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%
4/29/2026Richmond 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%
4/28/2026Bogart Wealth LLC43,384$7.10M0.3%+5.0%0.084%
4/28/2026Ascentis Independent Advisors1,547$253K0.0%N/A0.003%
4/28/2026Stephens Inc. AR4,083$668K0.0%+36.1%0.008%
4/28/2026Astoria Portfolio Advisors LLC.2,403$393K0.1%+51.5%0.005%


GRID Institutional Ownership - Frequently Asked Questions

During the previous two years, 495 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 477 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), Bank of America Corp DE ($674.19K), and International Assets Investment Management LLC ($524.83K).

Institutional investors have bought a total of 10,499,123 shares in the last 24 months. This purchase volume represents approximately $1.62B in transactions.

Of the 105 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: Jane Street Group LLC ($167.72K), 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 404,108 shares in the last 24 months. This volume of shares sold represents approximately $59.23M in transactions.


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This page (NASDAQ:GRID) was last updated on 7/25/2026 by MarketBeat.com Staff.
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