Armis Advisers’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Armis Advisers’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 Q3	$221K	Buy	1,239 +152	+14%	+$27.5K	0.02%	456
2026 Q2	$204K	Hold	1,087	–	–	0.02%	469
2026 Q1	$214K	Buy	+1,087	New	+$181K	0.02%	425
2025 Q4	–	Sell	-7,005	Closed	-$1.08M	–	442
2025 Q3	$1.08M	Sell	7,005 -519	-7%	-$74.7K	0.1%	124
2025 Q2	$1.04M	Buy	7,524 +3,678	+96%	+$457K	0.08%	182
2025 Q1	$445K	Buy	+3,846	New	+$460K	0.04%	267

Other funds holding GRID

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Armis Advisers's GRID Position: Q3 2026 in Review

Armis Advisers increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 14% in Q3 2026, buying an estimated $27.5K and bringing the position to 1,239 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #456.

Armis Advisers first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 508 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Armis Advisers held 1,239 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $221K as of Q3 2026.
Armis Advisers bought 152 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $27.5K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Armis Advisers's portfolio in Q3 2026, its #456 holding.
Armis Advisers first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
Armis Advisers's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.08M in Q3 2025.
508 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.