Cambridge Investment Research Advisors
GRID

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

Cambridge Investment Research 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 		$75.4M Buy
393,151
+53,147
+16% +$9.98M 0.17% 104
2026
Q1 		$55.6M Buy
340,004
+126,433
+59% +$21M 0.14% 132
2025
Q4 		$32.7M Buy
213,571
+103,945
+95% +$15.9M 0.09% 229
2025
Q3 		$16.6M Buy
109,626
+20,224
+23% +$2.91M 0.05% 414
2025
Q2 		$12.4M Buy
89,402
+760
+0.9% +$94.4K 0.04% 466
2025
Q1 		$10M Buy
88,642
+8,797
+11% +$1.05M 0.03% 512
2024
Q4 		$9.53M Buy
79,845
+7,628
+11% +$949K 0.03% 505
2024
Q3 		$9.19M Sell
72,217
-6,234
-8% -$744K 0.03% 539
2024
Q2 		$9.07M Sell
78,451
-84
-0.1% -$9.79K 0.03% 506
2024
Q1 		$9M Sell
78,535
-4,685
-6% -$497K 0.03% 495
2023
Q4 		$8.71M Buy
83,220
+18,242
+28% +$1.73M 0.04% 458
2023
Q3 		$6.1M Buy
64,978
+13,140
+25% +$1.33M 0.03% 573
2023
Q2 		$5.45M Buy
51,838
+8,089
+18% +$801K 0.02% 621
2023
Q1 		$4.27M Buy
43,749
+2,461
+6% +$231K 0.02% 712
2022
Q4 		$3.6M Buy
41,288
+72
+0.2% +$6.17K 0.02% 759
2022
Q3 		$3.1M Buy
41,216
+1,224
+3% +$103K 0.02% 804
2022
Q2 		$3.1M Buy
39,992
+2,091
+6% +$177K 0.02% 828
2022
Q1 		$3.56M Sell
37,901
-2,352
-6% -$218K 0.02% 817
2021
Q4 		$4.13M Sell
40,253
-1,709
-4% -$172K 0.02% 730
2021
Q3 		$3.89M Buy
41,962
+8,642
+26% +$833K 0.02% 724
2021
Q2 		$3.09M Buy
33,320
+12,114
+57% +$1.08M 0.01% 877
2021
Q1 		$1.83M Buy
21,206
+17,989
+559% +$1.53M 0.01% 1055
2020
Q4 		$261K Buy
+3,217
New +$232K ﹤0.01% 2262

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

Cambridge Investment Research Advisors's GRID Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 16% in Q2 2026, buying an estimated $9.98M and bringing the position to 393,151 shares worth $75.4M. The position accounts for 0.17% of the portfolio, ranked #104.

Cambridge Investment Research Advisors first reported a position in GRID in Q4 2020 and has held it in 23 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cambridge Investment Research Advisors held 393,151 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $75.4M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 53,147 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $9.98M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.17% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #104 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2020 and has held it in 23 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 Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.