BCA
GRID

Bay Colony Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bay Colony 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 		$7.91M Buy
41,257
+20,608
+100% +$3.87M 0.88% 25
2026
Q1 		$3.38M Buy
20,649
+10,664
+107% +$1.77M 0.41% 51
2025
Q4 		$1.53M Sell
9,985
-6,726
-40% -$1.03M 0.18% 109
2025
Q3 		$2.52M Buy
16,711
+686
+4% +$98.7K 0.3% 70
2025
Q2 		$2.23M Buy
16,025
+5,616
+54% +$698K 0.31% 71
2025
Q1 		$1.19M Buy
+10,409
New +$1.25M 0.18% 117

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

Bay Colony Advisors's GRID Position: Q2 2026 in Review

Bay Colony Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 100% in Q2 2026, buying an estimated $3.87M and bringing the position to 41,257 shares worth $7.91M. The position accounts for 0.88% of the portfolio, ranked #25.

Bay Colony Advisors first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. 91 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Bay Colony Advisors held 41,257 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.91M as of Q2 2026.
  • Bay Colony Advisors bought 20,608 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.87M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.88% of Bay Colony Advisors's portfolio in Q2 2026, its #25 holding.
  • Bay Colony Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 91 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.