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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
$122.86 +1.33 (+1.09%)
As of 01/17/2025 04:00 PM Eastern
Compare

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)
142
Total
Institutional Inflows
(last 12 months)
$311.11M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$217.48M
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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
1/17/2025Janney Montgomery Scott LLC30,727$3.67M0.0%+114.0%0.179%
1/17/2025Daymark Wealth Partners LLC1,731$207K0.0%N/A0.010%
1/17/2025Traphagen Investment Advisors LLC327,732$39.11M4.0%+2.3%1.905%
1/17/2025Bourgeon Capital Management LLC3,627$433K0.1%+7.1%0.021%
1/17/2025Atomi Financial Group Inc.4,302$513K0.0%-5.6%0.025%
1/17/2025Transform Wealth LLC8,533$1.02M0.1%N/A0.050%
1/16/2025Cascade Investment Group Inc.1,875$224K0.2%N/A0.011%
1/15/2025 Merit Financial Group LLC2,130$254K0.0%-33.0%0.012%
1/15/2025 Wealthcare Advisory Partners LLC2,604$311K0.0%N/A0.015%
1/14/2025 Outlook Wealth Advisors LLC4,011$479K0.1%-7.0%0.023%
1/14/2025 Redhawk Wealth Advisors Inc.9,120$1.09M0.1%N/A0.053%
1/14/2025 Smith Anglin Financial LLC8,482$1.01M0.1%+26.0%0.049%
1/14/2025 SeaCrest Wealth Management LLC13,131$1.57M0.2%+18.3%0.077%
1/14/2025 Signal Advisors Wealth LLC21,553$2.57M0.3%-11.1%0.126%
1/13/2025 Salem Investment Counselors Inc.2,330$278K0.0%-20.2%0.014%
1/13/2025 Aprio Wealth Management LLC92,142$11.00M1.6%+22.4%0.537%
1/10/2025 HBW Advisory Services LLC9,496$1.13M0.2%+1.1%0.055%
1/8/2025 International Assets Investment Management LLC6,532$778K0.0%-98.7%0.038%
12/26/2024JPMorgan Chase & Co.2,465$314K0.0%-64.6%0.016%
11/25/2024Sanctuary Advisors LLC18,833$2.36M0.0%+95.3%0.122%
11/18/2024Arete Wealth Advisors LLC12,053$1.53M0.1%N/A0.078%
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%
11/15/2024National Bank of Canada FI815$104K0.0%-70.8%0.005%
11/15/2024Jane Street Group LLC51,838$6.60M0.0%-38.6%0.336%
11/15/2024Stifel Financial Corp125,127$15.93M0.0%+171.1%0.810%
11/15/2024HighTower Advisors LLC54,909$6.99M0.0%-1.4%0.355%
11/15/2024Ascent Group LLC8,340$1.06M0.1%-18.1%0.054%
11/15/2024Benjamin Edwards Inc.18,025$2.29M0.0%N/A0.117%
11/15/2024FSA Wealth Management LLC200$25K0.0%N/A0.001%
11/14/2024L.M. Kohn & Company1,782$227K0.1%N/A0.012%
11/14/2024Flow Traders U.S. LLC187,378$23.84M1.2%+513.2%1.213%
11/14/2024Captrust Financial Advisors92,152$11.73M0.0%+30.2%0.596%
11/14/2024CreativeOne Wealth LLC1,796$229K0.0%N/A0.012%
11/13/2024Townsquare Capital LLC2,807$357K0.0%N/A0.018%
11/13/2024FMR LLC4,363$555K0.0%+7.1%0.028%
11/13/2024D.A. Davidson & CO.6,391$813K0.0%+82.7%0.041%
11/13/2024Prosperity Financial Group Inc.3,707$472K0.3%+32.2%0.024%
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11/12/2024Kingsview Wealth Management LLC14,259$1.81M0.0%+2.5%0.092%
11/12/2024Cerity Partners LLC57,387$7.30M0.0%+3.8%0.371%
11/12/2024Great Valley Advisor Group Inc.17,804$2.27M0.1%+0.9%0.115%
11/12/2024Citigroup Inc.54,130$6.89M0.0%+19.3%0.350%
11/12/2024Concorde Asset Management LLC35,291$4.49M2.5%-25.9%0.228%
11/8/2024Moors & Cabot Inc.2,730$347K0.0%N/A0.018%
11/8/2024Prospera Financial Services Inc3,083$393K0.0%+11.7%0.020%
11/6/2024Black Swift Group LLC27,342$3.48M0.8%-35.9%0.177%
11/6/2024Kovack Advisors Inc.2,033$259K0.0%N/A0.013%
11/6/2024Oppenheimer & Co. Inc.13,293$1.69M0.0%+18.1%0.086%
11/5/2024First Heartland Consultants Inc.69,580$8.85M1.0%+81.7%0.450%
11/5/2024Proactive Wealth Strategies LLC5,079$646K0.4%N/A0.033%
11/5/2024Harbour Investments Inc.7,679$977K0.0%-54.0%0.050%
11/5/2024Nations Financial Group Inc. IA ADV3,166$403K0.0%+3.6%0.020%
11/4/2024Jaffetilchin Investment Partners LLC4,024$512K0.0%-28.5%0.026%
11/4/2024Migdal Insurance & Financial Holdings Ltd.19,867$2.53M0.0%-3.7%0.129%
11/4/2024Sigma Planning Corp17,927$2.28M0.1%+352.7%0.116%
11/2/2024Mesirow Financial Investment Management Inc.5,210$663K0.0%N/A0.034%
11/1/2024Proficio Capital Partners LLC82,173$10.46M1.0%N/A0.532%
11/1/2024Atria Investments Inc3,744$476K0.0%-45.6%0.024%
11/1/2024Assetmark Inc.802,566$102.13M0.3%-3.2%5.246%
11/1/2024Corrado Advisors LLC10,212$1.30M0.8%+1.3%0.067%
11/1/2024Presidio Capital Management LLC2,310$294K0.2%N/A0.015%
10/31/2024Financial Services Advisory Inc7,012$892K0.2%N/A0.046%
10/31/2024Trademark Financial Management LLC3,661$466K0.4%N/A0.024%
10/30/2024Hanlon Investment Management Inc.4,202$535K0.1%+20.9%0.027%
10/30/2024United Advisor Group LLC4,994$635K0.1%+22.4%0.033%
10/29/2024Janney Montgomery Scott LLC14,361$1.83M0.0%+5.9%0.094%
10/29/2024Clear Creek Financial Management LLC3,568$454K0.1%+23.3%0.023%
10/28/2024Meitav Investment House Ltd.35,288$4.49M0.1%+12.4%0.231%
10/25/2024Voisard Asset Management Group Inc.6,010$765K0.3%+2,761.9%0.039%
10/25/2024Eagle Strategies LLC24,022$3.06M0.6%-6.7%0.157%
10/25/2024Gateway Wealth Partners LLC2,045$260K0.1%-15.5%0.013%
10/24/2024Manchester 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%
10/24/2024PFG Investments LLC42,876$5.46M0.4%+3.6%0.284%
10/23/2024Allworth Financial LP200$25K0.0%-33.3%0.001%
10/23/2024Values First Advisors Inc.439$56K0.0%N/A0.003%
10/23/2024Cambridge Advisors Inc.1,734$221K0.0%N/A0.011%
10/23/2024Bogart Wealth LLC22,944$2.92M0.1%+6.3%0.152%
10/23/2024American 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%
10/22/2024Private Advisor Group LLC108,809$13.85M0.1%+2.9%0.721%
10/22/2024Accordant Advisory Group Inc37,678$4.80M3.8%+1,284.7%0.250%
10/22/2024 Eastern Bank666$85K0.0%N/A0.004%
10/21/2024Traphagen 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%
10/16/2024Good Life Advisors LLC1,783$227K0.0%N/A0.012%
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We get a chance to target these overnight returns up to FOUR times each week. Now, there would have been smaller wins and those that did not work out and I can’t promise future returns or guarantee against losses… But this is a new way for everyday folks to target a couple hundred bucks or more nearly every single day the markets are open… Regardless of which way the markets are headed… Up, down or FLAT! And now… We can target MORE payouts in LESS time! It’s a total game-changer…

And if you follow this link, I’ll take you behind the scenes to show you exactly how it works. 
10/16/2024McKinley 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%
10/11/2024Creative Planning1,741$221K0.0%-20.0%0.012%
10/11/2024Ameliora Wealth Management Ltd.33,112$4.21M1.8%+3.7%0.226%
10/10/2024Montis Financial LLC19,536$2.49M0.9%N/A0.133%
10/9/2024TAP Consulting LLC16,490$2.10M0.4%-4.7%0.113%
10/9/2024Beaumont Financial Advisors LLC1,696$216K0.0%N/A0.012%
10/9/2024Money Design Co. Ltd.26,648$3.39M0.2%-13.1%0.183%
10/8/2024CWM LLC4,043$514K0.0%-7.9%0.028%
10/8/2024Atomi Financial Group Inc.4,555$580K0.0%-4.9%0.031%
(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, 230 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), LPL Financial LLC ($48.51M), Traphagen Investment Advisors LLC ($39.11M), Arlington Financial Advisors LLC ($24.70M), Flow Traders U.S. LLC ($23.84M), UBS Group AG ($23.60M), and Wells Fargo & Company MN ($20.07M).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 197 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 5,367,942 shares in the last 24 months. This purchase volume represents approximately $622.23M in transactions.

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

Of the 117 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), International Assets Investment Management LLC ($499.38K), 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), and Arlington Financial Advisors LLC ($44.70K).

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

Institutional investors have sold a total of 2,464,700 shares in the last 24 months. This volume of shares sold represents approximately $278.11M in transactions.


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This page (NASDAQ:GRID) was last updated on 1/19/2025 by MarketBeat.com Staff
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