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

Beaumont Financial 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 		$213K Buy
+1,109
New +$208K 0.01% 357
2025
Q1 		– Sell
-1,678
Closed -$200K – 375
2024
Q4 		$200K Sell
1,678
-18
-1% -$2.24K 0.02% 363
2024
Q3 		$216K Buy
+1,696
New +$202K 0.02% 330
2023
Q4 		– Sell
-2,149
Closed -$202K – 345
2023
Q3 		$202K Buy
+2,149
New +$217K 0.02% 310

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Beaumont Financial Advisors's GRID Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 1,109 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in GRID as recently as Q4 2024.

Beaumont Financial Advisors first reported a position in GRID in Q3 2023 and has held it in 4 quarters since. The position peaked at $216K in Q3 2024. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Beaumont Financial Advisors held 1,109 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $213K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Beaumont Financial Advisors position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #357 holding.
  • Beaumont Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 4 quarters since.
  • Beaumont Financial Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $216K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.