AFC
GRID

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

Ares Financial Consulting’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 		$10.7K Sell
56
-6
-10% -$1.13K 0.01% 552
2026
Q1 		$10.3K Hold
62
– – 0.01% 537
2025
Q4 		$9.49K Buy
+62
New +$9.51K 0.01% 370

Other funds holding GRID

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
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ares Financial Consulting's GRID Position: Q2 2026 in Review

Ares Financial Consulting reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9.7% in Q2 2026, selling an estimated $1.13K and leaving 56 shares worth $10.7K. The position accounts for 0.01% of the portfolio, ranked #552.

Ares Financial Consulting first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Ares Financial Consulting held 56 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $10.7K as of Q2 2026.
  • Ares Financial Consulting sold 6 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.13K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #552 holding.
  • Ares Financial Consulting first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.