AWA
GRID

Arkadios Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Arkadios Wealth Advisors’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 		$3.25M Buy
16,947
+6,632
+64% +$1.25M 0.05% 378
2026
Q1 		$1.69M Buy
10,315
+8,863
+610% +$1.47M 0.03% 580
2025
Q4 		$222K Buy
+1,452
New +$223K ﹤0.01% 1397
2022
Q1 		– Sell
-13,236
Closed -$1.36M – 587
2021
Q4 		$1.36M Buy
+13,236
New +$1.33M 0.18% 134

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Arkadios Wealth Advisors's GRID Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 64% in Q2 2026, buying an estimated $1.25M and bringing the position to 16,947 shares worth $3.25M. The position accounts for 0.05% of the portfolio, ranked #378.

Arkadios Wealth Advisors first reported a position in GRID in Q4 2021 and has held it in 4 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Arkadios Wealth Advisors held 16,947 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.25M as of Q2 2026.
  • Arkadios Wealth Advisors bought 6,632 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.25M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 4 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.