BFO
GRID

Biltmore Family Office’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Biltmore Family Office’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 		$2.23M Buy
11,655
+1,002
+9% +$188K 0.29% 63
2026
Q1 		$1.74M Buy
10,653
+975
+10% +$162K 0.24% 72
2025
Q4 		$1.48M Buy
9,678
+1,556
+19% +$239K 0.2% 79
2025
Q3 		$1.23M Hold
8,122
– – 0.17% 86
2025
Q2 		$1.13M Hold
8,122
– – 0.19% 80
2025
Q1 		$919K Buy
8,122
+2
+0% +$239 0.16% 91
2024
Q4 		$969K Buy
+8,120
New +$1.01M 0.16% 86

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

Biltmore Family Office's GRID Position: Q2 2026 in Review

Biltmore Family Office increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 9.4% in Q2 2026, buying an estimated $188K and bringing the position to 11,655 shares worth $2.23M. The position accounts for 0.29% of the portfolio, ranked #63.

Biltmore Family Office first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Biltmore Family Office held 11,655 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.23M as of Q2 2026.
  • Biltmore Family Office bought 1,002 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $188K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.29% of Biltmore Family Office's portfolio in Q2 2026, its #63 holding.
  • Biltmore Family Office first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 7 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 Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.