AO
GRID

Advisor OS’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Advisor OS’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
Q1 		$304K Buy
1,860
+114
+7% +$18.9K 0.02% 419
2025
Q4 		$267K Sell
1,746
-99
-5% -$15.2K 0.02% 406
2025
Q3 		$279K Buy
+1,845
New +$265K 0.02% 382
2024
Q1 		– Sell
-1,995
Closed -$209K – 397
2023
Q4 		$209K Buy
+1,995
New +$189K 0.03% 320
2023
Q3 		– Sell
-1,997
Closed -$210K – 301
2023
Q2 		$210K Buy
+1,997
New +$198K 0.03% 279

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor OS's GRID Position: Q1 2026 in Review

Advisor OS increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.5% in Q1 2026, buying an estimated $18.9K and bringing the position to 1,860 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #419.

Advisor OS first reported a position in GRID in Q2 2023 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Advisor OS held 1,860 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $304K as of Q1 2026.
  • Advisor OS bought 114 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $18.9K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Advisor OS's portfolio in Q1 2026, its #419 holding.
  • Advisor OS first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 5 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.