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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's GRID Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 610% in Q1 2026, buying an estimated $1.47M and bringing the position to 10,315 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #580.

Arkadios Wealth Advisors first reported a position in GRID in Q4 2021 and has held it in 3 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Arkadios Wealth Advisors held 10,315 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.69M as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,863 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $1.47M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #580 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 3 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.