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

Cambridge 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	$2.07M	Buy	10,785 +486	+5%	+$91.3K	0.36%	46
2026 Q1	$1.68M	Buy	10,299 +995	+11%	+$165K	0.33%	49
2025 Q4	$1.42M	Buy	9,304 +2,662	+40%	+$408K	0.27%	65
2025 Q3	$1M	Buy	6,642 +1,967	+42%	+$283K	0.2%	79
2025 Q2	$650K	Buy	4,675 +2,826	+153%	+$351K	0.14%	101
2025 Q1	$209K	Buy	1,849 +100	+6%	+$12K	0.05%	171
2024 Q4	$209K	Buy	1,749 +15	+0.9%	+$1.87K	0.05%	165
2024 Q3	$221K	Buy	+1,734	New	+$207K	0.05%	166
2023 Q3	–	Sell	-2,114	Closed	-$222K	–	167
2023 Q2	$222K	Hold	2,114	–	–	0.06%	157
2023 Q1	$206K	Buy	+2,114	New	+$199K	0.05%	170

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

Cambridge Advisors's GRID Position: Q2 2026 in Review

Cambridge Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4.7% in Q2 2026, buying an estimated $91.3K and bringing the position to 10,785 shares worth $2.07M. The position accounts for 0.36% of the portfolio, ranked #46.

Cambridge Advisors first reported a position in GRID in Q1 2023 and has held it in 10 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Cambridge Advisors held 10,785 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.07M as of Q2 2026.
Cambridge Advisors bought 486 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $91.3K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.36% of Cambridge Advisors's portfolio in Q2 2026, its #46 holding.
Cambridge Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2023 and has held it in 10 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 Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.