FIRST TRST NASD CL EDG SGIIF (GRID) Institutional Ownership Changes & 13F Activity

FIRST TRST NASD CL EDG SGIIF (GRID). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Prudential Plc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+45,609+11.9%430,096$82.47MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+1,181—1,181$226.46KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+11,331+131.9%19,921$3.82MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-5,735-26.4%15,990$3.07MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+28+93.3%58$11.17KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhBuy+3,700—3,700$709.48KQ2 2026Sep 02, 2026
Forefront Wealth Partners, LlcBuy+3,794+28.4%17,172$3.29MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+2,503+74.0%5,884$1.13MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+6,767+15.0%51,767$9.93MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+995+26.4%4,762$913.04KQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+23,869—23,869$4.58MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,231+27.1%5,771$1.11MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+206—206$39.50KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+24,238+33.0%97,712$18.74MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+22,174—22,174$4.25MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+246+19.1%1,535$294.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,164,931—1,164,931$224.93MQ2 2026Aug 14, 2026
Prudential PlcBuy+755,358+1391.1%809,658$155.25MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+442,158+33.8%1,750,214$335.60MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+336,375+35.0%1,298,789$249.04MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+308,188+14.5%2,429,772$465.91MQ2 2026Aug 14, 2026
Treasurer Of The State Of North CarolinaBuy+259,526—259,526$49.76MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+166,454+67.6%412,623$79.16MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+145,801+71.5%349,709$64.73MQ2 2026Aug 14, 2026
Nan Shan Life Insurance Co., Ltd.Sell-130,987-60.1%86,788$16.64MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+120,136—120,136$23.04MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+119,162+27.0%560,280$107.44MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+101,085+102.1%200,107$38.37MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+86,937+182.6%134,553$25.80MQ2 2026Aug 14, 2026
Van Eck Associates CorpSell-79,058-47.6%87,050$16.69MQ2 2026Aug 14, 2026
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Frequently asked questions about GRID activity

  • Which institutional owners are buying GRID?

    Institutional owners buying GRID include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in GRID activity?

    "Buy" means an investor increased their reported position in GRID compared to the prior reporting period. This reflects growing exposure to FIRST TRST NASD CL EDG SGIIF (GRID) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in GRID increasing?

    Institutional interest in GRID can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.