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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
$141.15 -1.07 (-0.75%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$141.22 +0.07 (+0.05%)
As of 08/1/2025 07:33 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 Polygon.io. Learn more.

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)
239
Total
Institutional Inflows
(last 12 months)
$1.45B
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$241.93M
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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
8/1/2025Corrado Advisors LLC12,030$1.67M1.0%+6.8%0.059%
8/1/2025Envestnet Asset Management Inc.66,115$9.19M0.0%+2.6%0.322%
7/31/2025 Stegent Equity Advisors Inc.11,443$1.59M1.4%-2.3%0.056%
7/31/2025 Focus Partners Advisor Solutions LLC2,528$351K0.0%N/A0.012%
7/31/2025 Money Design Co. Ltd.18,740$2.61M0.1%-16.4%0.092%
7/30/2025 Strategic Blueprint LLC1,883$262K0.0%N/A0.009%
7/30/2025 Principle Wealth Partners LLC2,458$342K0.0%-3.8%0.012%
7/30/2025 Prosperity Financial Group Inc.5,445$757K0.3%+7.6%0.027%
7/30/2025 TFB Advisors LLC1,554$216K0.1%N/A0.008%
7/30/2025 D.A. Davidson & CO.9,918$1.38M0.0%+79.9%0.048%
7/30/2025 Clune & Associates LTD.1,859$258K0.1%-9.9%0.009%
7/30/2025 Bogart Wealth LLC27,569$3.83M0.2%+7.2%0.135%
7/30/2025 Crewe Advisors LLC275$38K0.0%+175.0%0.001%
7/29/2025 International Assets Investment Management LLC14,696$2.04M0.1%+68.2%0.072%
7/29/2025 Signature Estate & Investment Advisors LLC3,433$477K0.0%N/A0.017%
7/29/2025 Manchester Financial Inc.42,575$5.92M1.2%-1.5%0.208%
7/29/2025 Stratos Wealth Partners LTD.16,816$2.34M0.0%+17.4%0.082%
7/29/2025 Kraft Davis & Associates LLC2,604$375K0.1%-11.6%0.013%
7/28/2025 Wealthspan Partners LLC3,269$454K0.2%+25.6%0.016%
7/28/2025 Harbour Investments Inc.9,467$1.32M0.0%+2.6%0.046%
7/28/2025 Arlington Financial Advisors LLC229,685$31.93M5.2%+3.5%1.123%
7/28/2025 RFG Advisory LLC21,009$2.92M0.1%+3.7%0.103%
7/28/2025 Moran Wealth Management LLC3,000$417K0.0%N/A0.015%
7/25/2025 Envestnet Portfolio Solutions Inc.3,289$457K0.0%+67.8%0.016%
7/25/2025 MGO One Seven LLC2,739$381K0.0%+13.9%0.013%
7/25/2025 Hazlett Burt & Watson Inc.397$55K0.0%+33.7%0.002%
7/25/2025 Clarendon Private LLC1,489$207K0.2%N/A0.007%
7/25/2025 CWM LLC5,055$703K0.0%+2.9%0.025%
7/25/2025 Concurrent Investment Advisors LLC11,732$1.63M0.0%+23.3%0.058%
7/25/2025 1858 Wealth Management LLC14,554$2.02M1.5%+15.2%0.072%
7/24/2025 Eastern Bank666$93K0.0%-48.5%0.003%
7/24/2025 rebel Financial LLC3,164$440K0.2%N/A0.016%
7/24/2025 Cascade Investment Group Inc.1,503$209K0.1%N/A0.007%
7/24/2025 IFP Advisors Inc1,836$255K0.0%+5.5%0.009%
7/24/2025 Blair William & Co. IL3,069$427K0.0%+68.8%0.015%
7/23/2025 Eagle Strategies LLC19,888$2.77M0.4%+2.0%0.099%
7/23/2025 Clear Creek Financial Management LLC10,252$1.43M0.1%+22.5%0.051%
7/23/2025 Traphagen Investment Advisors LLC346,174$48.13M4.6%+0.2%1.722%
7/23/2025 TPG Financial Advisors LLC48,910$6.80M2.7%+1,437.1%0.243%
7/23/2025 Kingswood Wealth Advisors LLC2,616$364K0.0%N/A0.013%
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7/23/2025 Gentry Private Wealth LLC1,465$204K0.2%N/A0.007%
7/23/2025 Ameliora Wealth Management Ltd.23,155$3.22M1.2%-26.2%0.115%
7/23/2025 Tcfg Wealth Management LLC27,149$3.77M1.7%+0.4%0.135%
7/23/2025 SteelPeak Wealth LLC4,605$640K0.0%+10.2%0.023%
7/23/2025 Waycross Investment Management Co2,605$362K0.4%N/A0.013%
7/23/2025 Prime Capital Investment Advisors LLC15,569$2.16M0.0%-31.7%0.077%
7/22/2025 Duncan Williams Asset Management LLC27,102$3.77M0.6%N/A0.135%
7/22/2025 Kickstand Ventures LLC.27,102$3.77M0.9%-3.1%0.135%
7/22/2025 Wealthcare Advisory Partners LLC42,183$5.86M0.1%+46.5%0.210%
7/22/2025 Kraematon Investment Advisors Inc.12,929$1.80M1.7%-1.1%0.064%
7/21/2025 Ameritas Advisory Services LLC3,354$466K0.0%+27.9%0.017%
7/21/2025 Hilltop National Bank260$36K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.700$97K0.0%+63.6%0.004%
7/21/2025 FSA Wealth Partners Inc.4,799$667K0.3%N/A0.025%
7/18/2025 PFG Investments LLC42,327$5.88M0.3%-2.2%0.217%
7/18/2025 Truist Financial Corp22,358$3.11M0.0%-3.0%0.115%
7/17/2025 Trivium Point Advisory LLC27,202$3.78M0.4%-1.2%0.139%
7/17/2025 Janney Montgomery Scott LLC43,963$6.11M0.0%+4.0%0.225%
7/17/2025 Venture Visionary Partners LLC11,624$1.62M0.1%-75.1%0.060%
7/17/2025 Smith Anglin Financial LLC19,755$2.75M0.2%+85.4%0.101%
7/17/2025 Montis Financial LLC15,156$2.11M0.6%-6.7%0.078%
7/16/2025 Cambridge Advisors Inc.4,675$650K0.1%+152.8%0.024%
7/16/2025 Owen LaRue LLC33,015$4.59M2.0%+1.9%0.169%
7/14/2025 KFG Wealth Management LLC3,284$457K0.1%+4.1%0.017%
7/14/2025 Narus Financial Partners LLC1,567$218K0.1%N/A0.008%
7/14/2025 Flagstar Advisors Inc.6,651$925K0.3%+2.9%0.035%
7/14/2025 Sowell Financial Services LLC4,326$601K0.0%+18.4%0.023%
7/11/2025 Farther Finance Advisors LLC4,849$674K0.0%+318.4%0.025%
7/11/2025 SeaCrest Wealth Management LLC6,935$964K0.1%-5.2%0.036%
7/10/2025 Redhawk Wealth Advisors Inc.19,277$2.68M0.3%-42.0%0.101%
7/10/2025 Wealth Enhancement Advisory Services LLC4,011$561K0.0%-6.5%0.021%
7/10/2025 Signal Advisors Wealth LLC19,190$2.67M0.2%+16.6%0.101%
7/10/2025 Sovran Advisors LLC4,241$586K0.1%-45.0%0.022%
7/9/2025 Fiduciary Alliance LLC12,385$1.72M0.1%N/A0.065%
7/9/2025 Presidio Capital Management LLC96,428$13.41M5.2%+3.6%0.509%
7/9/2025 WealthCare Investment Partners LLC10,546$1.48M0.5%+39.3%0.056%
7/8/2025 GK Wealth Management LLC3,720$517K0.5%-5.0%0.020%
7/8/2025 Parallel Advisors LLC1,226$170K0.0%+75.1%0.006%
7/7/2025 Salem Investment Counselors Inc.1,550$215K0.0%-33.5%0.008%
7/3/2025 TrueWealth Advisors LLC1,494$208K0.1%N/A0.008%
7/2/2025 HBW Advisory Services LLC9,995$1.39M0.2%-1.3%0.058%
6/2/2025Modern Wealth Management LLC7,600$860K0.0%+94.9%0.044%
5/29/2025Apeiron RIA LLC5,264$596K0.2%-6.1%0.030%
5/28/2025 GK Wealth Management LLC3,670$415K0.5%+35.2%0.021%
5/20/2025Focus Partners Wealth9,716$1.10M0.0%+4.2%0.056%
5/20/2025Flaharty Asset Management LLC14,953$1.69M0.2%-11.0%0.086%
5/20/2025Strive Asset Management LLC18,992$2.15M1.5%N/A0.110%
5/19/2025Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/16/2025Ashton Thomas Private Wealth LLC4,230$479K0.0%N/A0.024%
5/16/2025Jones Financial Companies Lllp518$59K0.0%-96.8%0.003%
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CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accounting firms like Deloitte and KPMG, Joel Litman (who’s also a member of the Global CFA Institute) figured out a unique, less-risky way to grow rich in the stock market. Litman says you don’t need dozens of investments, overpriced advisers, or hedge funds. You just need these 3 stocks, which have helped Litman’s own mom earn 3,400%.

5/16/2025Legacy Wealth Managment LLC ID2,846$322K0.2%+10.4%0.016%
5/16/2025Curi RMB Capital LLC6,019$681K0.0%N/A0.035%
5/16/2025Aprio Wealth Management LLC106,316$12.03M1.5%+15.4%0.615%
5/15/2025Royal Bank of Canada144,992$16.40M0.0%+26.3%0.838%
5/15/2025Baird Financial Group Inc.4,065$460K0.0%+3.2%0.023%
5/14/2025CreativeOne Wealth LLC1,951$221K0.0%+4.3%0.011%
5/14/2025Per Stirling Capital Management LLC.4,463$505K0.1%-3.8%0.026%
5/14/2025WCG Wealth Advisors LLC14,264$1.61M0.1%-8.2%0.082%
5/14/2025Jane Street Group LLC191,888$21.71M0.0%+940.3%1.109%
5/14/2025Comerica Bank8,426$953K0.0%+5.9%0.049%
(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, 309 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 ($100.39M), LPL Financial LLC ($87.44M), Traphagen Investment Advisors LLC ($48.13M), Wells Fargo & Company MN ($46.86M), Raymond James Financial Inc. ($34.06M), Arlington Financial Advisors LLC ($31.93M), and Gitterman Wealth Management LLC ($27.61M).Learn more on First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund's institutional investors.

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

Of the 283 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), Assetmark Inc. ($1.09M), International Assets Investment Management LLC ($710.93K), Raymond James Financial Inc. ($570.96K), LPL Financial LLC ($395.41K), Jane Street Group LLC ($346.88K), and Arlington Financial Advisors LLC ($274.05K).

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

Institutional investors have bought a total of 12,153,417 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 88 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: Assetmark Inc. ($804.14K), International Assets Investment Management LLC ($499.38K), Prudential PLC ($74K), FIL Ltd ($66.15K), Jane Street Group LLC ($66.02K), National Bank of Canada FI ($60.30K), and Private Advisor Group LLC ($54.57K).

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

Institutional investors have sold a total of 2,059,580 shares in the last 24 months. This volume of shares sold represents approximately $241.93M in transactions.



This page (NASDAQ:GRID) was last updated on 8/2/2025 by MarketBeat.com Staff
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