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Seven Hills Financial, LLC’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Seven Hills Financial, LLC’s Portfolio GRID Stock Details GRID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$555K Buy
+3,133
New +$566K 0.33% 45

Other funds holding GRID

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WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Seven Hills Financial, LLC's GRID Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2026: 3,133 shares worth $555K. The stake represents 0.33% of the portfolio and ranks #45 among its holdings.

46 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Seven Hills Financial, LLC held 3,133 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $555K as of Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Seven Hills Financial, LLC position in Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.33% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #45 holding.
  • 46 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.