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Ayalon Insurance Company’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Ayalon Insurance Company’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 		$28.5M Buy
+161,110
New +$29.1M 2.37% 16

Other funds holding GRID

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Ayalon Insurance Company's GRID Position: Q3 2026 in Review

Ayalon Insurance Company opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2026: 161,110 shares worth $28.5M. The stake represents 2.37% of the portfolio and ranks #16 among its holdings.

32 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Ayalon Insurance Company held 161,110 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $28.5M as of Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Ayalon Insurance Company position in Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.37% of Ayalon Insurance Company's portfolio in Q3 2026, its #16 holding.
  • 32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Ayalon Insurance Company's 13F filing for Q3 2026, filed 8 Oct 2026.