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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
$184.17 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$185.00 +0.83 (+0.45%)
As of 07/2/2026 07:56 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)
404
Total
Institutional Inflows
(last 12 months)
$1.61B
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$69.08M
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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
6/30/2026VectorGlobal 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%
6/3/2026NewEdge Advisors LLC47,263$7.73M0.0%+52.4%0.090%
6/1/2026Foguth 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%
5/19/2026Sonoma 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%
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%
5/7/2026Scarborough Advisors LLC7,049$1.15M0.1%-5.6%0.013%
5/7/2026Parallel Advisors LLC8,922$1.46M0.0%+7.9%0.017%
5/7/2026World Equity Group Inc.2,128$348K0.1%+10.7%0.004%
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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%
5/6/2026Independent 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%
5/4/2026HBW Advisory Services LLC31,394$5.14M0.5%+279.7%0.060%
5/4/2026First Growth Capital LLC6,164$1.03M0.9%-4.0%0.012%
5/4/2026Y.D. More Investments Ltd303$50K0.0%+152.5%0.001%
5/2/2026International Assets Investment Management LLC25,473$4.25M0.1%+9.7%0.049%
5/1/2026180 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%
4/30/2026Mason & Associates Inc4,359$687K0.1%-1.6%0.008%
4/30/2026Kestra Advisory Services LLC160,050$26.18M0.1%+29.4%0.306%
4/30/2026Integrity Investment Advisors LLC7,704$1.26M0.7%+18.3%0.015%
4/30/2026WPG Advisers LLC29,648$4.85M3.6%+409.9%0.057%
4/29/2026Southern 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%
4/29/2026Meitav 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%
4/28/2026Walkner Condon Financial Advisors LLC10,076$1.65M0.2%+43.1%0.020%
4/28/2026NBT Bank N A NY413$68K0.0%+169.9%0.001%
4/28/2026Revisor Wealth Management LLC1,788$293K0.1%+8.5%0.003%
4/28/2026Koshinski Asset Management Inc.4,315$706K0.0%+20.1%0.008%
4/28/2026Hunter Associates Investment Management LLC1,312$216K0.0%N/A0.003%
4/28/2026Beacon Financial Advisory LLC1,928$315K0.1%N/A0.004%
4/28/2026QRG Capital Management Inc.1,334$218K0.0%N/A0.003%
4/27/2026Apeiron RIA LLC2,267$371K0.1%-54.4%0.004%
4/27/2026Moran Wealth Management LLC10,679$1.75M0.1%+36.1%0.021%
4/27/2026PFG Investments LLC48,442$7.92M0.4%+0.2%0.094%
4/27/2026BIP Wealth LLC22,884$3.74M0.2%+7.3%0.044%
4/27/2026Baer Investment Advisory LLC1,326$217K0.0%N/A0.003%
4/27/2026Private Advisor Group LLC118,191$19.33M0.1%+44.4%0.229%
4/27/2026Y Intercept Hong Kong Ltd8,581$1.40M0.0%N/A0.017%
4/27/2026Trademark Financial Management LLC2,234$365K0.2%N/A0.004%
4/25/2026Heritage Oak Wealth Advisors LLC7,837$1.28M0.4%-10.2%0.015%
4/25/2026KPP Advisory Services LLC34,808$5.69M0.8%+65.9%0.068%
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4/24/2026Stegent Equity Advisors Inc.12,640$2.07M1.8%+7.0%0.025%
4/24/2026Barnes Pettey Financial Advisors LLC2,319$379K0.2%N/A0.004%
4/24/2026Alaska Wealth Advisors LLC17,775$2.91M0.3%+12.5%0.034%
4/24/2026Alaska Permanent Capital Management LLC54,841$8.95M0.6%+7.7%0.106%
4/24/2026Tcfg Wealth Management LLC25,351$4.15M1.6%-13.9%0.049%
4/24/2026Alexis Investment Partners LLC9,468$1.49M1.0%N/A0.018%
4/24/2026Impact Partnership Wealth LLC1,301$213K0.0%N/A0.003%
4/24/2026Ferguson Shapiro LLC37,076$6.07M1.8%+9.1%0.072%
4/23/2026Manchester Financial Inc.38,968$6.37M1.2%-3.1%0.076%
4/23/2026Flagstar Advisors Inc.5,930$970K0.4%+33.1%0.012%


GRID Institutional Ownership - Frequently Asked Questions

During the previous two years, 493 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 473 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 10,520,542 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 475,900 shares in the last 24 months. This volume of shares sold represents approximately $69.08M in transactions.


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This page (NASDAQ:GRID) was last updated on 7/5/2026 by MarketBeat.com Staff.
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