Who Owns First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID)?Hedge Fund & Institutional Holders

$165.04-1.43 (-0.86%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.4600026000023306e+244T

% of Float Held

—

QoQ Change in Holders

+14 / -4

Price History

$101.69$120.92$140.16$159.39$178.62Jul 24Jun 25Mar 26

GRID — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Harel Insurance Investments & Financial Services Ltd.New Position+1.5M+$233.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+266K+$40.0M
Perigon Wealth Management, LLCNew Position+246K+$37.6M
MEITAV INVESTMENT HOUSE LTDNew Position+197K+$30.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+187K+$28.0M
JONES FINANCIAL COMPANIES LLLPNew Position+134K+$20.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDNew Position+112K+$17.1M
EDMOND DE ROTHSCHILD HOLDING S.A.New Position+113K+$17.0M
BANK HAPOALIM BMNew Position+102K+$15.5M
Cambridge Investment Research Advisors, Inc.Increased+104K+$15.4M
CacheTech Inc.New Position+100K+$15.3M
Janney Montgomery Scott LLCNew Position+104K+$15.0M
Adams Wealth ManagementNew Position+95K+$14.6M
Legacy Edge Advisors, LLCNew Position+94K+$14.4M
TD Capital Management LLCNew Position+82+$12.5M

GRID — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Arlington Financial Advisors, LLCDecreased-98-$35.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-97K-$15.4B
Presidio Capital Management, LLCDecreased-856-$14.5B
Nan Shan Life Insurance Co., Ltd.Closed Position-78K-$11.7B
Strive Asset Management, LLCClosed Position-1-$7.3B
MANCHESTER FINANCIAL INCDecreased-1K-$6.3B
Trivium Point Advisory, LLCDecreased-1K-$4.1B
Dunhill Financial, LLCDecreased-153-$3.6B
1858 WEALTH MANAGEMENT, LLCClosed Position-18K-$2.7B
Prospera Financial Services IncDecreased-3K-$2.5B
Parallel Advisors, LLCDecreased-6K-$2.2B
D. E. Shaw & Co., Inc.Decreased-7K-$1.6B
Bright Futures Wealth Management, LLC.Decreased-433-$1.6B
RENAISSANCE TECHNOLOGIES LLCClosed Position-10K-$1.5B
Signal Advisors Wealth, LLCDecreased-505-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY2,919,420$446.0M0.03%Share
2LPL Financial LLC1,699,802$260.0M0.07%Share
3Harel Insurance Investments & Financial Services Ltd.1,527,000$233.0M2.02%Share
4UBS Group AG1,262,133$193.1M0.03%Share
5BANK OF AMERICA CORP /DE/836,019$127.0M0.01%Share
6BANK OF AMERICA CORP /DE/629,284$96.0M0.01%Share
7WELLS FARGO & COMPANY/MN578,566$88.0M0.02%Share
8AMERIPRISE FINANCIAL INC540,354$82.0M0.02%Share
9WELLS FARGO & COMPANY/MN445,315$68.0M0.01%Share
10RAYMOND JAMES FINANCIAL INC393,072$60.0M0.02%Share
11TRAPHAGEN INVESTMENT ADVISORS LLC356,517$54.6M4.49%Share
12HighTower Advisors, LLC308,378$47.0M0.05%Share
13RAYMOND JAMES FINANCIAL INC308,861$47.0M0.01%Share
14BANK OF AMERICA CORP /DE/305,929$46.0M0.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC266,437$40.0M0.05%Share
16STIFEL FINANCIAL CORP259,809$39.0M0.04%Share
17Perigon Wealth Management, LLC245,918$37.6M0.67%Share
18Arlington Financial Advisors, LLC232,020$35.5M5.09%Share
19ROYAL BANK OF CANADA227,369$34.0M0.01%Share
20Cetera Investment Advisers218,093$33.0M0.04%Share
21Cambridge Investment Research Advisors, Inc.213,571$32.0M0.08%Share
22FIL Ltd195,764$30.0M0.02%Share
23MEITAV INVESTMENT HOUSE LTD197,215$30.0M0.35%Share
24OSAIC HOLDINGS, INC.194,252$29.0M0.04%Share
25ENVESTNET ASSET MANAGEMENT INC186,665$28.0M0.01%Share
26JONES FINANCIAL COMPANIES LLLP133,570$20.0M0.01%Share
27CAPTRUST FINANCIAL ADVISORS136,394$20.0M0.04%Share
28Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)125,105$19.1M2.65%Share
29MML INVESTORS SERVICES, LLC123,250$18.0M0.04%Share
30CITIGROUP INC118,191$18.0M0.01%Share
31Kestra Advisory Services, LLC123,693$18.0M0.07%Share
32Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD111,625$17.1M1.11%Share
33EDMOND DE ROTHSCHILD HOLDING S.A.112,933$17.0M0.24%Share
34Aprio Wealth Management, LLC109,076$16.7M0.96%Share
35BANK HAPOALIM BM101,500$15.5M1.35%Share
36CacheTech Inc.100,063$15.3M2.84%Share
37JANE STREET GROUP, LLC100,000$15.0M0.00%Share
38Janney Montgomery Scott LLC104,069$15.0M0.03%Share
39PRUDENTIAL PLC102,800$15.0M0.12%Share
40Adams Wealth Management95,273$14.6M3.11%Share
41Presidio Capital Management, LLC94,914$14.5M4.36%Share
42Legacy Edge Advisors, LLC94,292$14.4M1.58%Share
43First Heartland Consultants, Inc.93,399$14.3M1.08%Share
44TD Capital Management LLC82$12.5M0.00%Share
45Private Advisor Group, LLC81,847$12.0M0.06%Share
46Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)72,895$11.2M1.55%Share
47BFI Infinity Ltd.69,908$10.7M6.66%Share
48FIL Ltd71,059$10.0M0.01%Share
49Snowden Capital Advisors LLC70,731$10.0M0.26%Share
50Black Swift Group, LLC61,339$9.4M1.56%Share

GRID Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025445$3.2B+232
Q3 2025213$1.8T-80
Q2 2025293$1.2T+1
Q1 2025292$1.1T+47
Q4 2024245$37.3T+71
Q3 2024174$465.1T+16
Q2 2024158$333.6T+39
Q1 2024119$239.2T—

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As of Q4 2025, 50 institutional investors hold GRID (First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund). The largest holder is MORGAN STANLEY with $446.0M in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own GRID?

As of Q4 2025, 50 institutional investors report holding GRID (First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund) in their 13F filings.

Who is the largest institutional holder of GRID?

The largest institutional holder of GRID is MORGAN STANLEY with $446.0M in shares.

Is institutional ownership of GRID increasing or decreasing?

This quarter, 14 institutions opened new positions in GRID and 4 closed their positions.