BHB
GRID

Bank Hapoalim BM’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bank Hapoalim BM’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
Q1 		– Sell
-101,500
Closed -$15.5M – 116
2025
Q4 		$15.5M Hold
101,500
– – 1.35% 14
2025
Q3 		$15.3M Buy
+101,500
New +$14.6M 1.89% 16
2024
Q3 		– Sell
-106,500
Closed -$12.3M – 132
2024
Q2 		$12.3M Buy
+106,500
New +$12.4M 1.74% 20
2024
Q1 		– Sell
-6,600
Closed -$691K – 142
2023
Q4 		$691K Sell
6,600
-3,115
-32% -$295K 0.09% 112
2023
Q3 		$912K Sell
9,715
-2,670
-22% -$270K 0.15% 92
2023
Q2 		$1.3M Sell
12,385
-1,735
-12% -$172K 0.19% 86
2023
Q1 		$1.38M Sell
14,120
-1,200
-8% -$113K 0.19% 86
2022
Q4 		$1.34M Sell
15,320
-1,710
-10% -$147K 0.17% 80
2022
Q3 		$1.28M Sell
17,030
-3,200
-16% -$268K 0.16% 88
2022
Q2 		$1.57M Sell
20,230
-2,065
-9% -$175K 0.2% 89
2022
Q1 		$2.1M Buy
22,295
+6,765
+44% +$626K 0.22% 89
2021
Q4 		$1.59M Buy
15,530
+3,040
+24% +$306K 0.16% 102
2021
Q3 		$1.16M Buy
12,490
+3,350
+37% +$323K 0.12% 120
2021
Q2 		$846K Sell
9,140
-170
-2% -$15.2K 0.1% 139
2021
Q1 		$803K Buy
+9,310
New +$794K 0.1% 132

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank Hapoalim BM's GRID Position: Q1 2026 in Review

Bank Hapoalim BM sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 101,500 shares — an estimated $15.5M sold.

Bank Hapoalim BM first reported a position in GRID in Q1 2021 and held it in 15 quarters. The position peaked at $15.5M in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Bank Hapoalim BM reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
  • Bank Hapoalim BM sold 101,500 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $15.5M.
  • Bank Hapoalim BM first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and held it in 15 quarters.
  • Bank Hapoalim BM's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $15.5M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Bank Hapoalim BM's 13F filing for Q1 2026, filed 4 May 2026.