Who Owns GRID?
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund — Institutional Ownership & 13F Holdings
$185.44
-1.98 (-1.06%)
Market Cap
$3.5B
Shares Outstanding
21,170,593
Institutional Holders
291
Total Inst. Value
$1.2B
% of Float Held
—
QoQ Holder Change
+172
Institutional data as of Q1 2025
New Positions
78
Closed Positions
32
Increased
108
Decreased
64
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $160.8M | 1,421,044 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $155.2M | 1,372 |
| 3 | BANK OF AMERICA CORP /DE/ | $128.1M | 1,132,176 |
| 4 | UBS Group AG | $88.7M | 783,898 |
| 5 | WELLS FARGO & COMPANY/MN | $54.4M | 480,719 |
| 6 | TRAPHAGEN INVESTMENT ADVISORS LLC | $39.1M | 345,410 |
| 7 | AMERIPRISE FINANCIAL INC | $34.2M | 302,746 |
| 8 | RAYMOND JAMES FINANCIAL INC | $34.1M | 301,035 |
| 9 | Gitterman Wealth Management, LLC | $27.6M | 244,088 |
| 10 | Arlington Financial Advisors, LLC | $25.1M | 221,977 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +102K | $160.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +1K | $155.2M |
| BANK OF AMERICA CORP /DE/ | +291K | $128.1M |
| UBS Group AG | +411K | $88.7M |
| WELLS FARGO & COMPANY/MN | +88K | $54.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -7.1M | $5.2M |
| ASSETMARK, INC | -737K | $3K |
| Strategic Financial Concepts, LLC | -163K | $579K |
| ENVESTNET ASSET MANAGEMENT INC | -46K | $7K |
| OSAIC HOLDINGS, INC. | -32K | $8.6M |
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Frequently Asked Questions
How many institutional investors hold GRID?
As of Q1 2025, 291 institutional investors report holding GRID (First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund) in their 13F filings.
Which hedge fund owns the most GRID?
The largest institutional holder of GRID is MORGAN STANLEY with $160.8M in shares.
Are institutions buying or selling GRID?
This quarter, 78 institutions opened new positions in GRID and 32 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.