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Sunday, August 23, 2026The Morning Brief →Sign in
GRIDFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND

$180.93-0.13% today
14020052-WK
Price & daily flows
187.0170.1153.2Wed Aug 19 · Pennsylvania pulls AI data centers off the fast track180.93DAILY NET FLOWAug 22Dec 19Apr 21Aug 21

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +16.1% so far this year.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$1.6Bassets under management
expense ratio
net flow, trailing month
714Kavg daily volume, 30 days
101holdings · US-domiciled
2023listed December 2, 2023 · beta 1.44
Sector weights
Industrials58.08%
Producer Manufacturing54.85%
Other36.66%
Utilities21.3%
Information Technology16.72%
Electronic Technology15.14%
Technology14.7%
Electrical Equipment9.01%
Industrial Services7.04%
Consumer Discretionary5.97%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States46.8%
Other36.96%
Ireland19.76%
United Kingdom11.22%
France9.68%
Switzerland8.49%
Italy5.82%
Korea (the Republic of)4.05%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week-3.7%
1 month+0.6%
3 months-6.0%
6 months+3.5%
YTD+16.1%
1 year+25.2%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The risk read
29%realized volatility, 30 days (annualized)
23%realized volatility, 1 year
-16.2%deepest fall from a peak, 1 year
-9.4%where it sits vs. that peak today

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
42calls today
5puts today
0.12put/call ratio
494Kshares traded
InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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