GRID Institutional Ownership
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
1W: +1.9%
1M: +4.2%
3M: -2.4%
YTD: +17.4%
1Y: +20.5%
3Y: +100.9%
5Y: +99.4%
$182.91
+4.11 (+2.30%)
Weekly Expected Move ±3.6%
$170
$176
$183
$190
$196
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GRID
666
Institutional Holders
+92 vs prior quarter
0.0%
Ownership
+0.00pp
6B
Total Invested
129
New Positions
351
Increased
126
Reduced
35
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (695 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,760,565 | $688M | +515,334 | +15.9% | 52Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,679,859 | $490M | +541,127 | +25.3% | 29Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 2,429,772 | $444M | +308,188 | +14.5% | 15Q | SEC ↗ |
| 4 | UBS Group AG | 1,977,757 | $362M | +369,730 | +23.0% | 47Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,750,214 | $320M | +442,158 | +33.8% | 29Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,298,789 | $238M | +336,375 | +35.0% | 7Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 1,164,931 | $213M | +311,245 | +36.5% | 16Q | SEC ↗ |
| 8 | PRUDENTIAL PLC | 809,658 | $148M | +755,358 | +1391.1% | 4Q | SEC ↗ |
| 9 | Clal Insurance Enterprises Holdings Lt NEW | 752,000 | $138M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 750,476 | $137M | +182,419 | +32.1% | 23Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 560,280 | $102M | +119,162 | +27.0% | 67Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 430,096 | $79M | +45,609 | +11.9% | 23Q | SEC ↗ |
| 13 | FIL Ltd | 419,130 | $77M | +115,248 | +37.9% | 10Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 412,623 | $75M | +166,454 | +67.6% | 26Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 393,151 | $72M | +53,147 | +15.6% | 23Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 389,588 | $71M | +64,458 | +19.8% | 22Q | SEC ↗ |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 386,989 | $71M | +168,880 | +77.4% | 20Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 349,709 | $64M | +145,801 | +71.5% | 9Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP | 339,050 | $62M | +62,080 | +22.4% | 22Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 316,289 | $58M | -44,131 | -12.2% | 30Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 290,878 | $53M | +101,605 | +53.7% | 20Q | SEC ↗ |
| 22 | TRAPHAGEN INVESTMENT ADVISORS LLC | 270,550 | $49M | -9,602 | -3.4% | 11Q | SEC ↗ |
| 23 | Treasurer of the State of North Caroli NEW | 259,526 | $47M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Atria Investments, Inc | 249,265 | $46M | +51,438 | +26.0% | 5Q | SEC ↗ |
| 25 | Perigon Wealth Management, LLC | 238,510 | $44M | +9,676 | +4.2% | 4Q | SEC ↗ |
| 26 | MEITAV INVESTMENT HOUSE LTD | 234,602 | $43M | +23,262 | +11.0% | 18Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 216,629 | $40M | +56,579 | +35.4% | 23Q | SEC ↗ |
| 28 | Arlington Financial Advisors, LLC | 206,718 | $38M | -4,773 | -2.3% | 12Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 200,107 | $37M | +101,085 | +102.1% | 9Q | SEC ↗ |
| 30 | Mivtachim The Workers Social Insurance | 198,000 | $36M | — | +0.0% | 10Q | SEC ↗ |
| 31 | CITIGROUP INC | 192,399 | $35M | +29,814 | +18.3% | 25Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 152,861 | $28M | +55,110 | +56.4% | 14Q | SEC ↗ |
| 33 | CAPTRUST FINANCIAL ADVISORS | 146,059 | $27M | +6,033 | +4.3% | 11Q | SEC ↗ |
| 34 | Aprio Wealth Management, LLC | 139,438 | $26M | +7,360 | +5.6% | 11Q | SEC ↗ |
| 35 | OLD MISSION CAPITAL LLC | 134,553 | $25M | +86,937 | +182.6% | 3Q | SEC ↗ |
| 36 | Janney Montgomery Scott LLC | 132,622 | $24M | +20,553 | +18.3% | 19Q | SEC ↗ |
| 37 | EDMOND DE ROTHSCHILD HOLDING S.A. | 131,570 | $24M | +11,437 | +9.5% | 3Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC NEW | 120,136 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Presidio Capital Management, LLC | 116,384 | $21M | +17,445 | +17.6% | 8Q | SEC ↗ |
| 40 | Private Advisor Group, LLC | 114,667 | $21M | -3,524 | -3.0% | 25Q | SEC ↗ |
| 41 | Kranot Hishtalmut Le Morim Ve Gananot | 111,625 | $20M | — | +0.0% | 7Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 109,563 | $20M | +9,354 | +9.3% | 9Q | SEC ↗ |
| 43 | MACKENZIE FINANCIAL CORP NEW | 101,900 | $19M | — | +0.0% | 1Q | SEC ↗ |
| 44 | FIRST TRUST ADVISORS LP NEW | 100,495 | $18M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Equitable Holdings, Inc. | 97,712 | $18M | +24,238 | +33.0% | 8Q | SEC ↗ |
| 46 | Legacy Edge Advisors, LLC | 94,818 | $17M | -971 | -1.0% | 11Q | SEC ↗ |
| 47 | NewEdge Advisors, LLC | 94,748 | $17M | +47,485 | +100.5% | 16Q | SEC ↗ |
| 48 | ARMSTRONG ADVISORY GROUP, INC | 94,143 | $17M | +92,101 | +4510.3% | 2Q | SEC ↗ |
| 49 | CacheTech Inc. | 93,509 | $17M | -4,515 | -4.6% | 3Q | SEC ↗ |
| 50 | Adams Wealth Management | 87,135 | $16M | -5,501 | -5.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Clal Insurance Enterprises Holdings | 752,000 | $138M |
| Treasurer of the State of North Car | 259,526 | $47M |
| GOLDMAN SACHS GROUP INC | 120,136 | $22M |
| MACKENZIE FINANCIAL CORP | 101,900 | $19M |
| FIRST TRUST ADVISORS LP | 100,495 | $18M |
| 360 Financial, Inc. | 80,992 | $15M |
| AGUR PROVIDENT & TRAINING FUNDS MAN | 75,140 | $14M |
| Almanack Investment Partners, LLC. | 70,876 | $13M |
| SEARCY FINANCIAL SERVICES INC /ADV | 68,051 | $12M |
| Hobart Private Capital, LLC | 65,232 | $12M |
| EXCHANGE TRADED CONCEPTS, LLC | 60,455 | $11M |
| FOURPATH CAPITAL MANAGEMENT, LLC | 45,979 | $8M |
| Hamilton Wealth, LLC | 24,843 | $5M |
| Empowered Funds, LLC | 22,174 | $4M |
| Triad Wealth Partners, LLC | 18,142 | $3M |
| ALLIANCEBERNSTEIN L.P. | 17,073 | $3M |
| SMART Wealth LLC | 16,384 | $3M |
| Gallagher Fiduciary Advisors, LLC | 15,537 | $3M |
| OAK FAMILY ADVISORS, LLC | 13,597 | $2M |
| NATIXIS ADVISORS, LLC | 10,865 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK HAPOALIM BM | 101,500 | $19M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 61,937 | $11M |
| CITADEL ADVISORS LLC | 45,794 | $8M |
| Avestar Capital, LLC | 44,640 | $8M |
| ALTFEST L J & CO INC | 33,090 | $6M |
| Point72 Asset Management, L.P. | 24,700 | $5M |
| FISCHER INVESTMENT STRATEGIES, LLC | 24,146 | $4M |
| Deane Retirement Strategies, Inc. | 21,203 | $4M |
| Balyasny Asset Management L.P. | 13,014 | $2M |
| Flaharty Asset Management, LLC | 12,874 | $2M |
| Quadrature Capital Ltd | 9,380 | $2M |
| Y-Intercept (Hong Kong) Ltd | 8,581 | $2M |
| SeaCrest Wealth Management, LLC | 7,062 | $1M |
| Gotham Asset Management, LLC | 6,008 | $1M |
| GeoWealth Management, LLC | 5,550 | $1M |
| NEW WAVE WEALTH ADVISORS LLC | 4,099 | $750K |
| D. E. Shaw & Co., Inc. | 4,058 | $742K |
| APS Management Group, Inc. | 3,260 | $596K |
| rebel Financial LLC | 3,251 | $595K |
| Pacific Excel Wealth Advisors, Inc. | 3,231 | $591K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRUDENTIAL PLC | +755,358 | +1391.1% | 809,658 |
| LPL Financial LLC | +541,127 | +25.3% | 2,679,859 |
| MORGAN STANLEY | +515,334 | +15.9% | 3,760,565 |
| WELLS FARGO & COMPANY/MN | +442,158 | +33.8% | 1,750,214 |
| UBS Group AG | +369,730 | +23.0% | 1,977,757 |
| RAYMOND JAMES FINANCIAL INC | +336,375 | +35.0% | 1,298,789 |
| AMERIPRISE FINANCIAL INC | +311,245 | +36.5% | 1,164,931 |
| BANK OF AMERICA CORP /DE | +308,188 | +14.5% | 2,429,772 |
| Cetera Investment Advisers | +182,419 | +32.1% | 750,476 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +168,880 | +77.4% | 386,989 |
| OSAIC HOLDINGS, INC. | +166,454 | +67.6% | 412,623 |
| JONES FINANCIAL COMPANIES LLLP | +145,801 | +71.5% | 349,709 |
| ROYAL BANK OF CANADA | +119,162 | +27.0% | 560,280 |
| FIL Ltd | +115,248 | +37.9% | 419,130 |
| MML INVESTORS SERVICES, LLC | +101,605 | +53.7% | 290,878 |
| JANE STREET GROUP, LLC | +101,085 | +102.1% | 200,107 |
| ARMSTRONG ADVISORY GROUP, INC | +92,101 | +4510.3% | 94,143 |
| OLD MISSION CAPITAL LLC | +86,937 | +182.6% | 134,553 |
| HighTower Advisors, LLC | +64,458 | +19.8% | 389,588 |
| STIFEL FINANCIAL CORP | +62,080 | +22.4% | 339,050 |