Advisory Services Network’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Advisory Services Network’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	$805K	Buy	4,919 +425	+9%	+$70.6K	0.01%	1035
2025 Q4	$688K	Buy	4,494 +744	+20%	+$114K	0.01%	1063
2025 Q3	$567K	Buy	3,750 +508	+16%	+$73.1K	0.01%	1131
2025 Q2	$461K	Buy	3,242 +302	+10%	+$37.5K	0.01%	1193
2025 Q1	$333K	Sell	2,940 -111	-4%	-$13.3K	0.01%	1238
2024 Q4	$364K	Sell	3,051 -867	-22%	-$108K	0.01%	1195
2024 Q3	$453K	Hold	3,918	–	–	0.01%	1035
2024 Q2	$453K	Buy	3,918 +527	+16%	+$61.4K	0.01%	1035
2024 Q1	$389K	Sell	3,391 -1,565	-32%	-$166K	0.01%	1051
2023 Q4	$519K	Sell	4,956 -8,173	-62%	-$773K	0.01%	890
2023 Q3	$1.23M	Buy	+13,129	New	+$1.33M	0.03%	561
2023 Q2	–	Sell	-242	Closed	-$23.6K	–	2335
2023 Q1	$23.6K	Buy	242 +82	+51%	+$7.7K	﹤0.01%	2440
2022 Q4	$14K	Buy	+160	New	+$13.7K	﹤0.01%	2688
2021 Q3	–	Sell	-571	Closed	-$53K	–	2157
2021 Q2	$53K	Buy	+571	New	+$51.1K	﹤0.01%	1968

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's GRID Position: Q1 2026 in Review

Advisory Services Network increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9.5% in Q1 2026, buying an estimated $70.6K and bringing the position to 4,919 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #1035.

Advisory Services Network first reported a position in GRID in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2023. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Advisory Services Network held 4,919 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $805K as of Q1 2026.
Advisory Services Network bought 425 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $70.6K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1035 holding.
Advisory Services Network first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and has held it in 14 quarters since.
Advisory Services Network's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.23M in Q3 2023.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.