Baird Financial Group
GRID

Baird Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Baird Financial Group’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 		$13.4M Buy
69,831
+5,071
+8% +$952K 0.02% 518
2026
Q1 		$10.6M Buy
64,760
+60,826
+1,546% +$10.1M 0.02% 547
2025
Q4 		$602K Buy
3,934
+96
+3% +$14.7K ﹤0.01% 1408
2025
Q3 		$580K Sell
3,838
-101
-3% -$14.5K ﹤0.01% 1421
2025
Q2 		$548K Sell
3,939
-126
-3% -$15.7K ﹤0.01% 1390
2025
Q1 		$460K Buy
4,065
+125
+3% +$15K ﹤0.01% 1421
2024
Q4 		$470K Buy
+3,940
New +$490K ﹤0.01% 1399

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

Baird Financial Group's GRID Position: Q2 2026 in Review

Baird Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.8% in Q2 2026, buying an estimated $952K and bringing the position to 69,831 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #518.

Baird Financial Group first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Baird Financial Group held 69,831 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $13.4M as of Q2 2026.
  • Baird Financial Group bought 5,071 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $952K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #518 holding.
  • Baird Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 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 Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.