BRWA
GRID

B. Riley Wealth Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

B. Riley Wealth 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 		$247K Sell
1,312
-50
-4% -$9.39K 0.01% 695
2026
Q1 		$215K Buy
+1,362
New +$226K 0.01% 696
2024
Q3 		– Sell
-3,118
Closed -$360K – 1337
2024
Q2 		$360K Buy
+3,118
New +$363K 0.01% 944
2022
Q1 		– Sell
-2,122
Closed -$218K – 1439
2021
Q4 		$218K Buy
+2,122
New +$214K 0.01% 1233

Other funds holding GRID

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

B. Riley Wealth Advisors's GRID Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.7% in Q2 2026, selling an estimated $9.39K and leaving 1,312 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #695.

B. Riley Wealth Advisors first reported a position in GRID in Q4 2021 and has held it in 4 quarters since. The position peaked at $360K in Q2 2024. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • B. Riley Wealth Advisors held 1,312 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $247K as of Q2 2026.
  • B. Riley Wealth Advisors sold 50 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $9.39K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #695 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $360K in Q2 2024.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.