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First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) Institutional Ownership

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+0.04 (+0.03%)
(As of 05/10/2024 ET)
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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)
114
Total
Institutional Inflows
(last 12 months)
$305.58M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$179.05M
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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
5/9/2024 Kingsview Wealth Management LLC12,916$1.48M0.0%+8.7%0.140%
5/7/2024 Atomi Financial Group Inc.4,235$485K0.0%+4.6%0.047%
5/7/2024 Oppenheimer & Co. Inc.11,169$1.28M0.0%-15.9%0.124%
5/7/2024 Meixler Investment Management Ltd.3,006$345K0.3%-9.2%0.033%
5/1/2024 Janney Montgomery Scott LLC7,230$829K0.0%-23.8%0.080%
5/1/2024 BNP Paribas Financial Markets1,165$134K0.0%-38.2%0.013%
5/1/2024 Stegent Equity Advisors Inc.12,690$1.45M1.5%+0.9%0.141%
4/30/2024 Private Advisor Group LLC96,678$11.08M0.1%-1.2%1.074%
4/30/2024 WealthBridge Capital Management LLC15,374$1.76M0.6%+13.2%0.171%
4/29/2024Commonwealth Equity Services LLC75,249$8.62M0.0%-42.3%0.836%
4/29/2024 Benjamin F. Edwards & Company Inc.17,972$2.06M0.0%-0.8%0.200%
4/26/2024 McKinley Carter Wealth Services Inc.7,999$917K0.1%-2.4%0.089%
4/26/2024 Clear Creek Financial Management LLC2,508$287K0.0%N/A0.028%
4/25/2024 Eudaimonia Partners LLC6,927$794K0.2%+2.3%0.077%
4/25/2024 Eudaimonia Advisors LLC12,349$1.42M0.8%+52.5%0.138%
4/25/2024 Cambridge Investment Research Advisors Inc.78,535$9.00M0.0%-5.6%0.882%
4/23/2024 Nations Financial Group Inc. IA ADV2,662$305K0.0%-26.6%0.030%
4/23/2024 Stablepoint Partners LLC1,847$212K0.0%N/A0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.22,659$2.60M0.0%-55.7%0.255%
4/22/2024 Nilsine Partners LLC1,793$205K0.0%N/A0.020%
4/22/2024 PFG Investments LLC40,786$4.68M0.3%+17.8%0.458%
4/22/2024 Outlook Wealth Advisors LLC4,338$497K0.2%+3.8%0.049%
4/22/2024 Raymond James & Associates66,357$7.61M0.0%+37.0%0.746%
4/22/2024 Accordant Advisory Group Inc3,247$372K0.3%N/A0.036%
4/22/2024 American Institute for Advanced Investment Management LLP11,850$1.36M1.1%+5.0%0.133%
4/19/2024 Bourgeon Capital Management LLC5,296$607K0.1%+13.7%0.060%
4/18/2024 Shira Ridge Wealth Management2,977$341K0.2%-12.8%0.034%
4/18/2024 Silvia Mccoll Wealth Management LLC2,115$238K0.2%N/A0.024%
4/18/2024 Arlington Financial Advisors LLC212,170$24.32M5.3%+207.4%2.411%
4/12/2024 Ignite Planners LLC2,389$272K0.1%-8.4%0.027%
4/10/2024 Aprio Wealth Management LLC2,190$251K0.0%+12.4%0.025%
4/10/2024 Banque Cantonale Vaudoise520$60K0.0%+62.5%0.006%
4/5/2024 NBC Securities Inc.4,044$463K0.0%-15.6%0.050%
3/22/2024PNC Financial Services Group Inc.910$95K0.0%-21.6%0.011%
2/20/2024 Voisard Asset Management Group Inc.6,010$629K0.4%N/A0.075%
2/13/2024 Oppenheimer & Co. Inc.13,285$1.39M0.0%-16.6%0.165%
2/13/2024Steward Partners Investment Solutions LLC2,041$214K0.1%N/A0.025%
2/13/2024Rathbones Group PLC14,449$1.51M0.0%+4.7%0.179%
2/12/2024Focus Financial Network Inc. ADV3,516$368K0.0%N/A0.044%
2/12/2024Stifel Financial Corp81,588$8.55M0.0%-2.1%1.014%
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2/12/2024Steward Partners Investment Advisory LLC4,949$518K0.0%+51.0%0.061%
2/12/2024 Edmond DE Rothschild Holding S.A.525$55K0.0%N/A0.007%
2/9/2024 Nations Financial Group Inc. IA ADV3,626$380K0.0%-17.8%0.045%
2/9/2024 Advisory Services Network LLC4,956$519K0.0%-62.3%0.062%
2/9/2024 Cambridge Investment Research Advisors Inc.83,220$8.71M0.0%+28.1%1.034%
2/9/2024 Assetmark Inc.9,888$1.04M0.0%-99.1%0.123%
2/9/2024D.A. Davidson & CO.3,136$328K0.0%-17.3%0.039%
2/9/2024Wells Fargo & Company MN191,676$20.07M0.0%-0.1%2.381%
2/9/2024Gladstone Institutional Advisory LLC3,176$333K0.0%-17.7%0.039%
2/9/2024UBS Group AG225,374$23.60M0.0%-6.0%2.800%
2/8/2024 Brown Advisory Inc.3,433$359K0.0%+6.6%0.043%
2/8/2024 First Heartland Consultants Inc.37,770$3.96M0.5%-5.8%0.469%
2/8/2024 Kingsview Wealth Management LLC11,886$1.25M0.0%+6.7%0.148%
2/8/2024 Eudaimonia Partners LLC6,772$709K0.2%-13.9%0.084%
2/8/2024 Janney Montgomery Scott LLC9,492$994K0.0%-5.7%0.118%
2/8/2024 Advisor OS LLC1,995$209K0.0%N/A0.025%
2/7/2024 McKinley Carter Wealth Services Inc.8,193$858K0.1%-18.1%0.102%
2/7/2024 NBC Securities Inc.4,792$501K0.1%-6.8%0.060%
2/7/2024 Great Diamond Partners LLC2,055$215K0.1%N/A0.026%
2/7/2024VisionPoint Advisory Group LLC516$54K0.0%N/A0.006%
2/7/2024Principal Securities Inc.796$83K0.0%N/A0.010%
2/6/2024 Private Advisor Group LLC97,824$10.24M0.1%-5.0%1.215%
2/6/2024 Spire Wealth Management345$34K0.0%-42.8%0.004%
2/6/2024National Bank of Canada FI62,526$6.46M0.0%+1,533.4%0.777%
2/6/2024 Benjamin F. Edwards & Company Inc.18,113$1.90M0.0%-1.4%0.225%
2/6/2024 Concentrum Wealth Management7,085$742K0.0%+17.5%0.088%
2/6/2024SRS Capital Advisors Inc.2,772$290K0.0%+255.8%0.034%
2/6/2024Seaview Investment Managers LLC22,276$2.33M0.7%-1.2%0.277%
2/6/2024 Great Valley Advisor Group Inc.16,462$1.72M0.1%-24.6%0.204%
2/5/2024Stonebridge Financial Planning Group LLC5,775$605K0.3%-10.5%0.072%
2/5/2024 Stegent Equity Advisors Inc.12,577$1.32M1.6%-17.4%0.156%
2/5/2024Flaharty Asset Management LLC13,480$1.41M0.2%-1.1%0.167%
2/5/2024Silver Oak Securities Incorporated2,894$303K0.0%-7.9%0.036%
2/5/2024 Principle Wealth Partners LLC2,543$266K0.0%N/A0.032%
2/2/2024 Meixler Investment Management Ltd.3,310$347K0.3%+30.8%0.041%
2/1/2024 Eudaimonia Advisors LLC8,098$848K0.5%-11.5%0.101%
2/1/2024 CWM LLC4,428$464K0.0%-2.4%0.055%
1/31/2024Kraft Davis & Associates LLC2,053$207K0.1%N/A0.026%
1/31/2024 Western Wealth Management LLC1,994$209K0.0%N/A0.025%
1/30/2024Capital Analysts LLC15,703$1.64M0.1%+14.5%0.195%
1/30/2024 Bourgeon Capital Management LLC4,657$488K0.1%+14.3%0.058%
1/29/2024 Outlook Wealth Advisors LLC4,178$437K0.2%-6.6%0.052%
1/29/2024 Meitav Investment House Ltd.31,395$3.29M0.0%-23.2%0.390%
1/29/2024 Wealthspan Partners LLC3,098$324K0.2%-7.0%0.038%
1/29/2024 Money Design Co. Ltd.46,259$4.84M0.3%-17.2%0.575%
1/26/2024Cerity Partners LLC55,635$5.83M0.0%-22.1%0.691%
1/26/2024 Geneos Wealth Management Inc.500$52K0.0%-44.4%0.006%
1/25/2024 International Assets Investment Management LLC98,427$10.31M0.0%N/A1.223%
1/25/2024 Manchester Financial Inc.41,481$4.34M1.2%-2.6%0.515%
1/24/2024 Stratos Wealth Partners LTD.9,666$1.01M0.0%-33.3%0.120%
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1/24/2024 International Assets Investment Management LLC98,427$10.31M0.0%N/A1.223%
1/24/2024 Walkner Condon Financial Advisors LLC3,957$414K0.1%+3.1%0.049%
1/23/2024 American Institute for Advanced Investment Management LLP11,285$1.18M1.0%-1.7%0.140%
1/22/2024 Clarus Wealth Advisors3,529$351K0.2%N/A0.044%
1/22/2024 Bank Hapoalim BM6,600$691K0.1%-32.1%0.082%
1/19/2024 Synergy Asset Management LLC1,948$204K0.0%N/A0.024%
1/18/2024 Global Retirement Partners LLC585$58K0.0%-62.8%0.007%
1/18/2024 MJP Associates Inc. ADV1,995$209K0.1%N/A0.025%
1/17/2024 PFG Investments LLC34,611$3.62M0.7%+386.5%0.441%
1/17/2024 Aprio Wealth Management LLC1,949$204K0.0%N/A0.025%
(Data available from 1/1/2016 forward)

GRID Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GRID shares?

During the previous two years, 181 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were Bank of America Corp DE ($36.14M), LPL Financial LLC ($29.93M), Arlington Financial Advisors LLC ($24.32M), UBS Group AG ($23.60M), Wells Fargo & Company MN ($20.07M), Private Advisor Group LLC ($11.08M), and Envestnet Asset Management Inc. ($11.00M).Learn more on GRID's institutional investors.

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

Of the 151 institutional investors that purchased First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.09M), Raymond James Financial Services Advisors Inc. ($262.28K), Arlington Financial Advisors LLC ($256.87K), International Assets Investment Management LLC ($196.85K), Money Design Co. Ltd. ($106.65K), Private Advisor Group LLC ($103.88K), and Barings LLC ($101.68K).

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

Institutional investors have bought a total of 3,560,178 shares in the last 24 months. This purchase volume represents approximately $412.45M in transactions.

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

Of the 101 institutional investors that sold First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($1.08M), Raymond James Financial Services Advisors Inc. ($287.30K), Private Advisor Group LLC ($107.35K), UBS Group AG ($94.65K), Cetera Advisor Networks LLC ($83.76K), Commonwealth Equity Services LLC ($67.12K), and Money Design Co. Ltd. ($47.33K).

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

Institutional investors have sold a total of 2,149,704 shares in the last 24 months. This volume of shares sold represents approximately $257.85M in transactions.


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This page (NASDAQ:GRID) was last updated on 5/10/2024 by MarketBeat.com Staff

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