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GRID
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First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund (GRID)

Upturn stock ratingUpturn stock rating
$143.88
Last Close (24-hour delay)
Profit since last BUY8.49%
upturn advisory
Consider higher Upturn Star rating
BUY since 41 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: GRID (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 16.19%
Avg. Invested days 48
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta 1.35
52 Weeks Range 99.17 - 139.14
Updated Date 06/30/2025
52 Weeks Range 99.17 - 139.14
Updated Date 06/30/2025

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First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

stock logo

ETF Overview

overview logo Overview

The First Trust NASDAQu00ae Clean Edgeu00ae Smart Grid Infrastructure Index Fund (GRID) seeks investment results that correspond generally to the price and yield of the NASDAQ Clean Edge Smart Grid Infrastructure Index. It focuses on companies involved in enabling the evolution of the electric grid, including advanced metering infrastructure, energy storage, and smart grid software.

reliability logo Reputation and Reliability

First Trust is a well-established ETF provider known for its thematic and smart-beta ETFs.

reliability logo Management Expertise

First Trust has a dedicated team experienced in managing index-based and thematic ETFs.

Investment Objective

overview logo Goal

To track the investment results, before fees and expenses, of the NASDAQ Clean Edge Smart Grid Infrastructure Index.

Investment Approach and Strategy

Strategy: Tracks a specific index (NASDAQ Clean Edge Smart Grid Infrastructure Index).

Composition Primarily holds stocks of companies involved in smart grid technologies and infrastructure.

Market Position

Market Share: GRID has a moderate market share within the smart grid infrastructure ETF segment.

Total Net Assets (AUM): 185112296

Competitors

overview logo Key Competitors

  • ICLN
  • TAN
  • QCLN

Competitive Landscape

The competitive landscape consists of broader clean energy ETFs and those focusing on specific sub-sectors like solar. GRID's advantage lies in its targeted focus on smart grid infrastructure. A potential disadvantage is that it is more concentrated than broader clean energy ETFs, making it potentially more volatile and sector-specific.

Financial Performance

Historical Performance: Historical performance data needs to be sourced from financial data providers.

Benchmark Comparison: Benchmark comparison needs to be sourced from financial data providers, comparing against the NASDAQ Clean Edge Smart Grid Infrastructure Index.

Expense Ratio: 0.58

Liquidity

Average Trading Volume

The ETF exhibits moderate liquidity based on its average trading volume.

Bid-Ask Spread

The bid-ask spread is typically narrow, indicating relatively low trading costs.

Market Dynamics

Market Environment Factors

Government regulations, increasing demand for renewable energy, and advancements in technology influence GRID.

Growth Trajectory

The growth trajectory is tied to the increasing adoption of smart grid technologies and investments in grid modernization.

Moat and Competitive Advantages

Competitive Edge

GRID's competitive edge comes from its narrow focus on smart grid infrastructure, a specific niche within the broader clean energy sector. This targeted approach allows investors to gain exposure to companies directly involved in modernizing the electric grid. The fund's exposure to enabling the evolution of the grid, including advanced metering infrastructure, energy storage, and smart grid software, provides it an advantage. First Trustu2019s reputation adds credibility as well.

Risk Analysis

Volatility

Volatility is moderate to high, typical for sector-specific ETFs.

Market Risk

Market risk includes sector-specific risks related to the smart grid industry, such as technological disruptions and regulatory changes.

Investor Profile

Ideal Investor Profile

The ideal investor is someone seeking targeted exposure to the smart grid infrastructure sector and believes in the long-term growth of the industry.

Market Risk

Suitable for long-term investors with a moderate to high-risk tolerance.

Summary

First Trust NASDAQu00ae Clean Edgeu00ae Smart Grid Infrastructure Index Fund (GRID) offers targeted exposure to the smart grid sector, focusing on companies involved in modernizing the electric grid. It tracks the NASDAQ Clean Edge Smart Grid Infrastructure Index. GRID is suitable for long-term investors with a moderate to high risk tolerance who seek exposure to the growth potential of smart grid technologies and the modernization of electric grids. However, this targeted focus makes it potentially more volatile than more diversified clean energy ETFs.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • First Trust website
  • ETF.com
  • Morningstar

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on your individual circumstances and after consulting with a qualified financial advisor. Market share data is estimated and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About First Trust NASDAQ® Clean Edge® Smart Grid Infrastructure Index Fund

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index includes companies that are primarily engaged and involved in electric grid, electric meters and devices, networks, energy storage and management, and enabling software used by the smart grid infrastructure sector. The fund is non-diversified.