CCWP
GRID

Cedar Cove Wealth Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Cedar Cove Wealth Partners’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 		$5.15M Buy
26,858
+16,072
+149% +$3.02M 2.42% 8
2026
Q1 		$1.76M Buy
+10,786
New +$1.79M 0.93% 25

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

Cedar Cove Wealth Partners's GRID Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 149% in Q2 2026, buying an estimated $3.02M and bringing the position to 26,858 shares worth $5.15M. The position accounts for 2.42% of the portfolio, ranked #8.

Cedar Cove Wealth Partners first reported a position in GRID in Q1 2026 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cedar Cove Wealth Partners held 26,858 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.15M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 16,072 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.02M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.42% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Cedar Cove Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2026 and has held it in 2 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 Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.