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

Ameritas Advisory Services’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	$2.59M	Buy	13,525 +8,696	+180%	+$1.63M	0.05%	303
2026 Q1	$790K	Buy	4,829 +778	+19%	+$129K	0.03%	446
2025 Q4	$620K	Buy	4,051 +3,167	+358%	+$486K	0.02%	492
2025 Q3	$134K	Sell	884 -2,470	-74%	-$355K	0.01%	744
2025 Q2	$466K	Buy	3,354 +731	+28%	+$90.8K	0.02%	523
2025 Q1	$300K	Buy	+2,623	New	+$314K	0.01%	702
2023 Q2	–	Sell	-407	Closed	-$39.7K	–	1369
2023 Q1	$39.7K	Buy	+407	New	+$38.2K	﹤0.01%	1357

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameritas Advisory Services's GRID Position: Q2 2026 in Review

Ameritas Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 180% in Q2 2026, buying an estimated $1.63M and bringing the position to 13,525 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #303.

Ameritas Advisory Services first reported a position in GRID in Q1 2023 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Ameritas Advisory Services held 13,525 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.59M as of Q2 2026.
Ameritas Advisory Services bought 8,696 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.63M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #303 holding.
Ameritas Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2023 and has held it in 7 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.