BFWM
GRID

Bright Futures Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Bright Futures Wealth Management’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
Q1 		$1.62M Sell
9,877
-171
-2% -$28.4K 1.11% 23
2025
Q4 		$1.54M Sell
10,048
-433
-4% -$66.4K 1.14% 24
2025
Q3 		$1.58M Buy
+10,481
New +$1.51M 1.24% 23
2025
Q1 		$1.03M Sell
9,345
-502
-5% -$60.1K 1.13% 27
2024
Q4 		$1.18M Sell
9,847
-10,558
-52% -$1.31M 1.05% 30
2024
Q3 		$2.53M Sell
20,405
-2,074
-9% -$248K 1.22% 19
2024
Q2 		$2.54M Sell
22,479
-92
-0.4% -$10.7K 1.38% 15
2024
Q1 		$2.61M Buy
+22,571
New +$2.4M 1.41% 13

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bright Futures Wealth Management's GRID Position: Q1 2026 in Review

Bright Futures Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.7% in Q1 2026, selling an estimated $28.4K and leaving 9,877 shares worth $1.62M. The position accounts for 1.11% of the portfolio, ranked #23.

Bright Futures Wealth Management first reported a position in GRID in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.61M in Q1 2024. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Bright Futures Wealth Management held 9,877 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.62M as of Q1 2026.
  • Bright Futures Wealth Management sold 171 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $28.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.11% of Bright Futures Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Bright Futures Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 8 quarters since.
  • Bright Futures Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.61M in Q1 2024.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.