AI
GRID

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

Atria Investments’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 		$47.8M Buy
249,265
+51,438
+26% +$9.66M 0.48% 35
2026
Q1 		$32.4M Buy
197,827
+169,236
+592% +$28.1M 0.36% 48
2025
Q4 		$4.37M Buy
28,591
+26,889
+1,580% +$4.13M 0.05% 420
2025
Q3 		$257K Buy
1,702
+216
+15% +$31.1K ﹤0.01% 1800
2025
Q2 		$207K Buy
+1,486
New +$185K ﹤0.01% 1913
2025
Q1 		– Sell
-3,813
Closed -$455K – 1946
2024
Q4 		$455K Buy
3,813
+69
+2% +$8.59K 0.01% 1368
2024
Q3 		$476K Sell
3,744
-3,143
-46% -$375K 0.01% 1349
2024
Q2 		$796K Buy
+6,887
New +$802K 0.01% 1058
2022
Q2 		– Sell
-19,770
Closed -$1.86M – 800
2022
Q1 		$1.86M Buy
19,770
+604
+3% +$55.9K 0.03% 603
2021
Q4 		$1.97M Sell
19,166
-363
-2% -$36.5K 0.04% 575
2021
Q3 		$1.81M Buy
19,529
+707
+4% +$68.1K 0.03% 568
2021
Q2 		$1.74M Buy
18,822
+717
+4% +$64.2K 0.03% 561
2021
Q1 		$1.56M Buy
18,105
+1,262
+7% +$108K 0.03% 544
2020
Q4 		$1.36M Buy
+16,843
New +$1.22M 0.03% 556

Other funds holding GRID

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Investments's GRID Position: Q2 2026 in Review

Atria Investments increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 26% in Q2 2026, buying an estimated $9.66M and bringing the position to 249,265 shares worth $47.8M. The position accounts for 0.48% of the portfolio, ranked #35.

Atria Investments first reported a position in GRID in Q4 2020 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Atria Investments held 249,265 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $47.8M as of Q2 2026.
  • Atria Investments bought 51,438 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $9.66M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.48% of Atria Investments's portfolio in Q2 2026, its #35 holding.
  • Atria Investments first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2020 and has held it in 14 quarters since.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.