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
Q2 		$39.6M Sell
206,718
-4,773
-2% -$896K 5.03% 5
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

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

Arlington Financial Advisors's GRID Position: Q2 2026 in Review

Arlington Financial Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.3% in Q2 2026, selling an estimated $896K and leaving 206,718 shares worth $39.6M. The position accounts for 5.03% of the portfolio, ranked #5.

Arlington Financial Advisors first reported a position in GRID in Q3 2023 and has held it in 12 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Arlington Financial Advisors held 206,718 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $39.6M as of Q2 2026.
  • Arlington Financial Advisors sold 4,773 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $896K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 5.03% of Arlington Financial Advisors's portfolio in Q2 2026, its #5 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 12 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 Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.