AFA
GRID

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

Arlington Financial 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 		$34.6M Sell
211,491
-20,529
-9% -$3.41M 4.93% 6
2025
Q4 		$35.5M Sell
232,020
-98
-0% -$15K 5.09% 5
2025
Q3 		$35.1M Buy
232,118
+2,433
+1% +$350K 5.16% 4
2025
Q2 		$31.9M Buy
229,685
+7,708
+3% +$957K 5.23% 5
2025
Q1 		$25.1M Buy
221,977
+3,574
+2% +$428K 4.41% 5
2024
Q4 		$26.1M Buy
218,403
+4,336
+2% +$540K 5.18% 4
2024
Q3 		$27.2M Buy
214,067
+333
+0.2% +$39.8K 5.59% 5
2024
Q2 		$24.7M Buy
213,734
+1,564
+0.7% +$182K 5.41% 6
2024
Q1 		$24.3M Buy
212,170
+143,145
+207% +$15.2M 5.34% 5
2023
Q4 		$7.23M Sell
69,025
-44,695
-39% -$4.23M 2.16% 15
2023
Q3 		$10.7M Buy
+113,720
New +$11.5M 3.78% 8

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

Arlington Financial Advisors's GRID Position: Q1 2026 in Review

Arlington Financial Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 8.8% in Q1 2026, selling an estimated $3.41M and leaving 211,491 shares worth $34.6M. The position accounts for 4.93% of the portfolio, ranked #6.

Arlington Financial Advisors first reported a position in GRID in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.5M in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Arlington Financial Advisors held 211,491 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $34.6M as of Q1 2026.
  • Arlington Financial Advisors sold 20,529 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $3.41M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 4.93% of Arlington Financial Advisors's portfolio in Q1 2026, its #6 holding.
  • Arlington Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 11 quarters since.
  • Arlington Financial Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $35.5M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.