Benjamin Edwards Inc’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Benjamin Edwards Inc’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	$4.67M	Buy	24,340 +1,490	+7%	+$280K	0.04%	363
2026 Q1	$3.74M	Sell	22,850 -2,306	-9%	-$383K	0.04%	398
2025 Q4	$3.85M	Sell	25,156 -2,807	-10%	-$431K	0.04%	361
2025 Q3	$4.23M	Sell	27,963 -1,569	-5%	-$226K	0.05%	331
2025 Q2	$4.11M	Buy	29,532 +11,455	+63%	+$1.42M	0.05%	310
2025 Q1	$2.05M	Sell	18,077 -1,143	-6%	-$137K	0.03%	408
2024 Q4	$2.29M	Buy	19,220 +1,195	+7%	+$149K	0.03%	413
2024 Q3	$2.29M	Buy	+18,025	New	+$2.15M	0.03%	405

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin Edwards Inc's GRID Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6.5% in Q2 2026, buying an estimated $280K and bringing the position to 24,340 shares worth $4.67M. The position accounts for 0.04% of the portfolio, ranked #363.

Benjamin Edwards Inc first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Benjamin Edwards Inc held 24,340 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.67M as of Q2 2026.
Benjamin Edwards Inc bought 1,490 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $280K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #363 holding.
Benjamin Edwards Inc first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.