ABLE Financial Group
GRID icon

ABLE Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

ABLE Financial Group’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 		$5.81M Buy
32,791
+1,250
+4% +$226K 0.91% 29
2026
Q2 		$6.05M Buy
31,541
+2,216
+8% +$416K 1.02% 25
2026
Q1 		$4.8M Buy
+29,325
New +$4.87M 0.94% 31

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
WESPAC Advisors SoCal
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
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

ABLE Financial Group's GRID Position: Q3 2026 in Review

ABLE Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4% in Q3 2026, buying an estimated $226K and bringing the position to 32,791 shares worth $5.81M. The position accounts for 0.91% of the portfolio, ranked #29.

ABLE Financial Group first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.05M in Q2 2026. 135 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • ABLE Financial Group held 32,791 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.81M as of Q3 2026.
  • ABLE Financial Group bought 1,250 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $226K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.91% of ABLE Financial Group's portfolio in Q3 2026, its #29 holding.
  • ABLE Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 3 quarters since.
  • ABLE Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $6.05M in Q2 2026.
  • 135 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.