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 Q2	$1.45M	Sell	7,560 -2,317	-23%	-$435K	0.94%	24
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

APTFM

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

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

Bright Futures Wealth Management's GRID Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 23% in Q2 2026, selling an estimated $435K and leaving 7,560 shares worth $1.45M. The position accounts for 0.94% of the portfolio, ranked #24.

Bright Futures Wealth Management first reported a position in GRID in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.61M in Q1 2024. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Bright Futures Wealth Management held 7,560 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.45M as of Q2 2026.
Bright Futures Wealth Management sold 2,317 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $435K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.94% of Bright Futures Wealth Management's portfolio in Q2 2026, its #24 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 9 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.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.