Alpha Financial Partners
GRID icon

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

Alpha Financial Partners’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 		$1.89M Buy
10,657
+561
+6% +$101K 0.96% 22
2026
Q2 		$1.94M Buy
10,096
+788
+8% +$148K 1.02% 16
2026
Q1 		$1.52M Buy
+9,308
New +$1.55M 0.9% 19

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Alpha Financial Partners's GRID Position: Q3 2026 in Review

Alpha Financial Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.6% in Q3 2026, buying an estimated $101K and bringing the position to 10,657 shares worth $1.89M. The position accounts for 0.96% of the portfolio, ranked #22.

Alpha Financial Partners first reported a position in GRID in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.94M in Q2 2026. 504 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Alpha Financial Partners held 10,657 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.89M as of Q3 2026.
  • Alpha Financial Partners bought 561 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $101K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.96% of Alpha Financial Partners's portfolio in Q3 2026, its #22 holding.
  • Alpha Financial Partners 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.
  • Alpha Financial Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.94M in Q2 2026.
  • 504 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Alpha Financial Partners's 13F filing for Q3 2026, filed 10 Nov 2026.