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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
$123.12 -0.94 (-0.76%)
(As of 11/15/2024 ET)

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)
139
Total
Institutional Inflows
(last 12 months)
$303.67M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$188.96M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024SGL Investment Advisors Inc.4,068$505K0.3%N/A0.026%
11/15/2024MML Investors Services LLC49,049$6.24M0.0%+4.4%0.317%
11/15/2024Legacy Investment Solutions LLC1,133$141K0.1%N/A0.007%
11/15/2024Dunhill Financial LLC16,544$2.11M1.1%+2.4%0.107%
11/15/2024 National Bank of Canada FI815$104K0.0%-70.8%0.005%
11/15/2024Jane Street Group LLC51,838$6.60M0.0%-38.6%0.336%
11/15/2024 Stifel Financial Corp125,127$15.93M0.0%+171.1%0.810%
11/15/2024 HighTower Advisors LLC54,909$6.99M0.0%-1.4%0.355%
11/15/2024 Ascent Group LLC8,340$1.06M0.1%-18.1%0.054%
11/15/2024 Benjamin Edwards Inc.18,025$2.29M0.0%N/A0.117%
11/15/2024 FSA Wealth Management LLC200$25K0.0%N/A0.001%
11/14/2024 L.M. Kohn & Company1,782$227K0.1%N/A0.012%
11/14/2024 Flow Traders U.S. LLC187,378$23.84M1.2%+513.2%1.213%
11/14/2024 Captrust Financial Advisors92,152$11.73M0.0%+30.2%0.596%
11/14/2024 CreativeOne Wealth LLC1,796$229K0.0%N/A0.012%
11/13/2024 Townsquare Capital LLC2,807$357K0.0%N/A0.018%
11/13/2024 FMR LLC4,363$555K0.0%+7.1%0.028%
11/13/2024 D.A. Davidson & CO.6,391$813K0.0%+82.7%0.041%
11/13/2024 Prosperity Financial Group Inc.3,707$472K0.3%+32.2%0.024%
11/12/2024 Kingsview Wealth Management LLC14,259$1.81M0.0%+2.5%0.092%
11/12/2024 Cerity Partners LLC57,387$7.30M0.0%+3.8%0.371%
11/12/2024 Great Valley Advisor Group Inc.17,804$2.27M0.1%+0.9%0.115%
11/12/2024 Citigroup Inc.54,130$6.89M0.0%+19.3%0.350%
11/12/2024 Concorde Asset Management LLC35,291$4.49M2.5%-25.9%0.228%
11/8/2024 Moors & Cabot Inc.2,730$347K0.0%N/A0.018%
11/8/2024 Prospera Financial Services Inc3,083$393K0.0%+11.7%0.020%
11/6/2024 Black Swift Group LLC27,342$3.48M0.8%-35.9%0.177%
11/6/2024 Kovack Advisors Inc.2,033$259K0.0%N/A0.013%
11/6/2024 Oppenheimer & Co. Inc.13,293$1.69M0.0%+18.1%0.086%
11/5/2024 First Heartland Consultants Inc.69,580$8.85M1.0%+81.7%0.450%
11/5/2024 Proactive Wealth Strategies LLC5,079$646K0.4%N/A0.033%
11/5/2024 Harbour Investments Inc.7,679$977K0.0%-54.0%0.050%
11/5/2024 Nations Financial Group Inc. IA ADV3,166$403K0.0%+3.6%0.020%
11/4/2024 Jaffetilchin Investment Partners LLC4,024$512K0.0%-28.5%0.026%
11/4/2024 Migdal Insurance & Financial Holdings Ltd.19,867$2.53M0.0%-3.7%0.129%
11/4/2024 Sigma Planning Corp17,927$2.28M0.1%+352.7%0.116%
11/2/2024 Mesirow Financial Investment Management Inc.5,210$663K0.0%N/A0.034%
11/1/2024 Proficio Capital Partners LLC82,173$10.46M1.0%N/A0.532%
11/1/2024 Atria Investments Inc3,744$476K0.0%-45.6%0.024%
11/1/2024 Assetmark Inc.802,566$102.13M0.3%-3.2%5.246%
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11/1/2024 Corrado Advisors LLC10,212$1.30M0.8%+1.3%0.067%
11/1/2024 Presidio Capital Management LLC2,310$294K0.2%N/A0.015%
10/31/2024 Financial Services Advisory Inc7,012$892K0.2%N/A0.046%
10/31/2024 Trademark Financial Management LLC3,661$466K0.4%N/A0.024%
10/30/2024 Hanlon Investment Management Inc.4,202$535K0.1%+20.9%0.027%
10/30/2024 United Advisor Group LLC4,994$635K0.1%+22.4%0.033%
10/29/2024 Janney Montgomery Scott LLC14,361$1.83M0.0%+5.9%0.094%
10/29/2024 Clear Creek Financial Management LLC3,568$454K0.1%+23.3%0.023%
10/28/2024 Meitav Investment House Ltd.35,288$4.49M0.1%+12.4%0.231%
10/25/2024 Voisard Asset Management Group Inc.6,010$765K0.3%+2,761.9%0.039%
10/25/2024 Eagle Strategies LLC24,022$3.06M0.6%-6.7%0.157%
10/25/2024 Gateway Wealth Partners LLC2,045$260K0.1%-15.5%0.013%
10/24/2024 Manchester Financial Inc.43,019$5.47M1.2%-0.4%0.285%
10/24/2024 Wealth Enhancement Advisory Services LLC2,840$361K0.0%N/A0.019%
10/24/2024 PFG Investments LLC42,876$5.46M0.4%+3.6%0.284%
10/23/2024 Allworth Financial LP200$25K0.0%-33.3%0.001%
10/23/2024 Values First Advisors Inc.439$56K0.0%N/A0.003%
10/23/2024 Cambridge Advisors Inc.1,734$221K0.0%N/A0.011%
10/23/2024 Bogart Wealth LLC22,944$2.92M0.1%+6.3%0.152%
10/23/2024 American Institute for Advanced Investment Management LLP12,397$1.58M1.1%+4.2%0.082%
10/22/2024 International Assets Investment Management LLC505,913$64.38M0.0%+18,926.4%3.350%
10/22/2024 Private Advisor Group LLC108,809$13.85M0.1%+2.9%0.721%
10/22/2024 Accordant Advisory Group Inc37,678$4.80M3.8%+1,284.7%0.250%
10/22/2024 Eastern Bank666$85K0.0%N/A0.004%
10/21/2024 Traphagen Investment Advisors LLC320,360$40.77M4.1%+10.1%2.122%
10/19/2024Columbus Macro LLC5,028$640K0.2%N/A0.034%
10/19/2024Stegent Equity Advisors Inc.11,550$1.47M1.6%-13.6%0.078%
10/18/2024Raymond James & Associates119,612$15.22M0.0%+18.2%0.808%
10/16/2024 Good Life Advisors LLC1,783$227K0.0%N/A0.012%
10/16/2024 McKinley Carter Wealth Services Inc.8,326$1.06M0.1%-1.0%0.057%
10/16/2024 SeaCrest Wealth Management LLC11,099$1.41M0.2%N/A0.076%
10/11/2024 Creative Planning1,741$221K0.0%-20.0%0.012%
10/11/2024 Ameliora Wealth Management Ltd.33,112$4.21M1.8%+3.7%0.226%
10/10/2024 Montis Financial LLC19,536$2.49M0.9%N/A0.133%
10/9/2024 TAP Consulting LLC16,490$2.10M0.4%-4.7%0.113%
10/9/2024 Beaumont Financial Advisors LLC1,696$216K0.0%N/A0.012%
10/9/2024 Money Design Co. Ltd.26,648$3.39M0.2%-13.1%0.183%
10/8/2024 CWM LLC4,043$514K0.0%-7.9%0.028%
10/8/2024 Atomi Financial Group Inc.4,555$580K0.0%-4.9%0.031%
10/8/2024 Aprio Wealth Management LLC75,258$9.58M1.5%+39.3%0.517%
10/8/2024 Ignite Planners LLC4,914$625K0.1%+2.2%0.034%
10/7/2024 Smith Anglin Financial LLC6,731$856K0.1%N/A0.046%
10/7/2024 WealthBridge Capital Management LLC20,837$2.65M0.8%+19.3%0.143%
10/4/2024 HBW Advisory Services LLC9,390$1.20M0.2%N/A0.066%
9/5/2024Sanctuary Advisors LLC9,645$1.10M0.0%N/A0.074%
8/27/2024Custom Portfolio Group LLC6,502$699K0.5%N/A0.050%
8/22/2024 Cetera Investment Advisers55,282$6.39M0.0%+7.9%0.424%
8/21/2024 Truist Financial Corp8,971$1.04M0.0%N/A0.069%
8/19/2024B. Riley Wealth Advisors Inc.3,118$360K0.0%N/A0.024%
8/16/2024 Front Row Advisors LLC340$39K0.0%+750.0%0.003%
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8/16/2024 Ascent Group LLC10,189$1.18M0.1%N/A0.078%
8/16/2024 Susquehanna International Group LLP29,372$3.40M0.0%N/A0.225%
8/13/2024 Transatlantique Private Wealth LLC1,923$222K0.1%N/A0.015%
8/13/2024 AE Wealth Management LLC9,942$1.15M0.0%-4.2%0.076%
8/13/2024Benjamin F. Edwards & Company Inc.17,863$2.07M0.0%-0.6%0.137%
8/12/2024 Concorde Asset Management LLC47,613$5.50M3.4%N/A0.365%
8/12/2024 WCG Wealth Advisors LLC18,896$2.18M0.2%+7.8%0.145%
8/12/2024 Blair William & Co. IL1,830$212K0.0%-34.7%0.014%
8/9/2024 Rathbones Group PLC12,697$1.47M0.0%-6.9%0.097%
8/9/2024ICA Group Wealth Management LLC2,400$277K0.2%+32.1%0.018%
(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, 223 institutional investors and hedge funds held shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund. The most heavily invested institutionals were Assetmark Inc. ($102.13M), International Assets Investment Management LLC ($64.38M), LPL Financial LLC ($48.51M), Traphagen Investment Advisors LLC ($40.77M), Arlington Financial Advisors LLC ($24.70M), Flow Traders U.S. LLC ($23.84M), and UBS Group AG ($23.60M).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 193 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), International Assets Investment Management LLC ($702.77K), Raymond James Financial Services Advisors Inc. ($259.07K), Arlington Financial Advisors LLC ($258.43K), LPL Financial LLC ($161.17K), Flow Traders U.S. LLC ($156.82K), and Envestnet Asset Management Inc. ($119.04K).

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

Institutional investors have bought a total of 5,283,159 shares in the last 24 months. This purchase volume represents approximately $612.22M in transactions.

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

Of the 112 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. ($1.11M), Raymond James Financial Services Advisors Inc. ($281.41K), Commonwealth Equity Services LLC ($67.12K), National Bank of Canada FI ($59.89K), Money Design Co. Ltd. ($51.35K), Arlington Financial Advisors LLC ($44.70K), and UBS Group AG ($33.25K).

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

Institutional investors have sold a total of 1,975,990 shares in the last 24 months. This volume of shares sold represents approximately $220.86M in transactions.



This page (NASDAQ:GRID) was last updated on 11/17/2024 by MarketBeat.com Staff
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