Bank of Montreal
GRID

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

Bank of Montreal’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 		$3.71M Buy
19,328
+18,197
+1,609% +$3.42M ﹤0.01% 1484
2026
Q1 		$185K Hold
1,131
– – ﹤0.01% 2954
2025
Q4 		$173K Hold
1,131
– – ﹤0.01% 2893
2025
Q3 		$171K Buy
1,131
+324
+40% +$46.6K ﹤0.01% 2817
2025
Q2 		$112K Buy
807
+24
+3% +$2.98K ﹤0.01% 2962
2025
Q1 		$88.6K Sell
783
-200
-20% -$23.9K ﹤0.01% 2943
2024
Q4 		$117K Buy
983
+875
+810% +$109K ﹤0.01% 2913
2024
Q3 		$13.8K Buy
108
+12
+13% +$1.43K ﹤0.01% 3627
2024
Q2 		$11.6K Sell
96
-1,269
-93% -$148K ﹤0.01% 3643
2024
Q1 		$157K Buy
1,365
+1,255
+1,141% +$133K ﹤0.01% 3146
2023
Q4 		$11.6K Sell
110
-18
-14% -$1.7K ﹤0.01% 3785
2023
Q3 		$13.1K Hold
128
– – ﹤0.01% 3604
2023
Q2 		$13.5K Hold
128
– – ﹤0.01% 3776
2023
Q1 		$12.5K Buy
128
+18
+16% +$1.69K ﹤0.01% 3591
2022
Q4 		$10.3K Sell
110
-100
-48% -$8.57K ﹤0.01% 3772
2022
Q3 		$18 Buy
210
+100
+91% +$8.39K ﹤0.01% 3817
2022
Q2 		$10 Hold
110
– – ﹤0.01% 3853
2022
Q1 		$11K Hold
110
– – ﹤0.01% 3993
2021
Q4 		$11K Hold
110
– – ﹤0.01% 3389
2021
Q3 		$10K Hold
110
– – ﹤0.01% 3719
2021
Q2 		$10K Buy
+110
New +$9.84K ﹤0.01% 3556
2019
Q2 		– Sell
-488
Closed -$21K – 4949
2019
Q1 		$21K Buy
+488
New +$21.3K ﹤0.01% 3659

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal's GRID Position: Q2 2026 in Review

Bank of Montreal increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1,609% in Q2 2026, buying an estimated $3.42M and bringing the position to 19,328 shares worth $3.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Bank of Montreal first reported a position in GRID in Q1 2019 and has held it in 22 quarters since. 603 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Bank of Montreal held 19,328 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.71M as of Q2 2026.
  • Bank of Montreal bought 18,197 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.42M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1484 holding.
  • Bank of Montreal first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2019 and has held it in 22 quarters since.
  • 603 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.