Who Owns First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund.
Who crossed 5% of GRID →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Ayalon Insurance Comp Ltd.ETP161.1K sh— | $28.5M |
| SEARCY FINANCIAL SERVICES INC /ADVNASDQ CLN EDGE69.9K shadded | $12.4M |
| Crumly & Associates Inc.NASDQ CLN EDGE69.8K shadded | $12.4M |
| First Heartland Consultants, Inc.NASDQ CLN EDGE64.8K shtrimmed | $11.5M |
| THRYVE WEALTH MANAGEMENT LLCNASDQ CLN EDGE56.4K shadded | $10M |
| AVAII WEALTH MANAGEMENT, LLCNASDQ CLN EDGE47K sh— | $8.6M |
| RFG - Bristol Wealth Advisors, LLCNASDQ CLN EDGE16.6K shadded | $2.9M |
| BOS Asset Management, LLCNASDQ CLN EDGE10K shtrimmed | $1.8M |
| Acropolis Investment Management, LLCNASDQ CLN EDGE8.2K shtrimmed | $1.5M |
| TITLEIST ASSET MANAGEMENT, LLCNASDQ CLN EDGE7.9K shtrimmed | $1.4M |
| Farther Finance Advisors, LLCETF6.7K shtrimmed | $1.2M |
| CoreCap Advisors, LLCETF5.5K shadded | $974.1K |
| GK Wealth Management LLCNASDQ CLN EDGE4.2K shtrimmed | $743.1K |
| TrueWealth Advisors, LLCNASDQ CLN EDGE3.1K shadded | $551.6K |
| SACKS & ASSOCIATES, LLCNASDQ CLN EDGE2.9K shheld | $515.1K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCNASDQ CLN EDGE2.9K shheld | $509.2K |
| Factor Wealth Management LTDNASDQ CLN EDGE2.1K shtrimmed | $377.4K |
| BAKER TILLY WEALTH MANAGEMENT, LLCNASDQ CLN EDGE2.1K sh— | $375.3K |
| Avidian Wealth Enterprises, LLCNASDQ CLN EDGE2K shtrimmed | $355K |
| Baron Financial Group, LLCNASDQ CLN EDGE1.9K shadded | $341.6K |
| Nautilus Advisors LLCNASDQ CLN EDGE1.5K shheld | $265.7K |
| Balefire, LLCNASDQ CLN EDGE1.5K shadded | $258.9K |
| PUFF WEALTH MANAGEMENT, LLCNASDQ CLN EDGE1.4K shadded | $248.7K |
| INSPIRION WEALTH ADVISORS, LLCNASDQ CLN EDGE1.2K shheld | $210.3K |
| Castleview Partners, LLCNASDQ CLN EDGE1.1K shadded | $202.8K |
| ARMSTRONG ADVISORY GROUP, INCNASDQ CLN EDGE960 shtrimmed | $170K |
| GILPIN WEALTH MANAGEMENT, LLCNASDQ CLN EDGE855 shadded | $151.4K |
| EASTERN BANKNASDQ CLN EDGE666 shheld | $118K |
| Trust CoETF17 shadded | $3K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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