AIFAIM
GRID

American Institute for Advanced Investment Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

American Institute for Advanced Investment Management’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
Q2 		$2.53M Buy
17,675
+296
+2% +$55.6K 1.46% 15
2026
Q1 		$2.12M Sell
17,379
-50
-0.3% -$8.31K 1.37% 18
2025
Q4 		$2.01M Buy
17,429
+170
+1% +$26.1K 1.29% 19
2025
Q3 		$1.88M Sell
17,259
-9,281
-35% -$1.34M 1.23% 21
2025
Q2 		$1.81M Buy
26,540
+3,315
+14% +$412K 1.28% 18
2025
Q1 		$1.52M Buy
23,225
+11,603
+100% +$1.39M 1.16% 22
2024
Q4 		$1.39M Sell
11,622
-775
-6% -$96.5K 1.03% 26
2024
Q3 		$1.58M Buy
12,397
+500
+4% +$59.7K 1.13% 23
2024
Q2 		$1.38M Buy
11,897
+47
+0.4% +$5.47K 1.05% 26
2024
Q1 		$1.36M Buy
11,850
+565
+5% +$60K 1.07% 23
2023
Q4 		$1.18M Sell
11,285
-192
-2% -$18.2K 1.04% 24
2023
Q3 		$1.13M Buy
11,477
+1,599
+16% +$161K 1.05% 26
2023
Q2 		$1.04M Buy
9,878
+1,250
+14% +$124K 0.91% 33
2023
Q1 		$802K Sell
8,628
-1,884
-18% -$177K 0.86% 34
2022
Q4 		$917K Buy
10,512
+142
+1% +$12.2K 0.84% 39
2022
Q3 		$780K Sell
10,370
-350
-3% -$29.4K 0.73% 43
2022
Q2 		$831K Sell
10,720
-350
-3% -$29.7K 0.73% 43
2022
Q1 		$1.04M Sell
11,070
-270
-2% -$25K 0.76% 41
2021
Q4 		$1.16M Sell
11,340
-35
-0.3% -$3.52K 0.78% 39
2021
Q3 		$1.05M Buy
11,375
+560
+5% +$54K 0.75% 41
2021
Q2 		$1M Buy
10,815
+1,220
+13% +$109K 0.71% 45
2021
Q1 		$828K Buy
+9,595
New +$819K 0.63% 51

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Institute for Advanced Investment Management's GRID Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.7% in Q2 2026, buying an estimated $55.6K and bringing the position to 17,675 shares worth $2.53M. The position accounts for 1.46% of the portfolio, ranked #15.

American Institute for Advanced Investment Management first reported a position in GRID in Q1 2021 and has held it in 22 quarters since. 404 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • American Institute for Advanced Investment Management held 17,675 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.53M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 296 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $55.6K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.46% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #15 holding.
  • American Institute for Advanced Investment Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 22 quarters since.
  • 404 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.