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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
$189.01 0.00 (0.00%)
Closing price 06/12/2026 04:00 PM Eastern
Extended Trading
$188.97 -0.04 (-0.02%)
As of 06/12/2026 08:00 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)
$1.61B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$69.06M
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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
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%
5/19/2026 Claris Financial LLC1,548$253K0.1%N/A0.003%
5/18/2026 Sunbelt 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%
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%
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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%
5/5/2026 Sanctuary 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%
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%
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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%


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 ($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 10,512,938 shares in the last 24 months. This purchase volume represents approximately $1.61B in transactions.

Of the 112 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), Venture Visionary Partners LLC ($35.14K), Strategic Blueprint LLC ($19.60K), Redhawk Wealth Advisors Inc. ($14.42K), World Equity Group Inc. ($13.99K), and Signal Advisors Wealth LLC ($10.58K).

Institutional investors have sold a total of 475,829 shares in the last 24 months. This volume of shares sold represents approximately $69.06M in transactions.


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This page (NASDAQ:GRID) was last updated on 6/15/2026 by MarketBeat.com Staff.
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