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

Baron 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 Q3	$342K	Buy	1,929 +222	+13%	+$40.1K	0.17%	45
2026 Q2	$327K	Buy	1,707 +112	+7%	+$21K	0.16%	46
2026 Q1	$261K	Buy	1,595 +131	+9%	+$21.8K	0.14%	49
2025 Q4	$224K	Buy	+1,464	New	+$225K	0.12%	53

Other funds holding GRID

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

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

Baron Financial Group's GRID Position: Q3 2026 in Review

Baron Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 13% in Q3 2026, buying an estimated $40.1K and bringing the position to 1,929 shares worth $342K. The position accounts for 0.17% of the portfolio, ranked #45.

Baron Financial Group first reported a position in GRID in Q4 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Baron Financial Group held 1,929 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $342K as of Q3 2026.
Baron Financial Group bought 222 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $40.1K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.17% of Baron Financial Group's portfolio in Q3 2026, its #45 holding.
Baron Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Baron Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.