Cetera Investment Advisers
GRID

Cetera Investment Advisers’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Cetera Investment Advisers’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 		$144M Buy
750,476
+182,419
+32% +$34.3M 0.13% 139
2026
Q1 		$92.9M Buy
568,057
+349,964
+160% +$58.2M 0.1% 197
2025
Q4 		$33.4M Buy
218,093
+78,168
+56% +$12M 0.04% 463
2025
Q3 		$21.1M Buy
139,925
+51,682
+59% +$7.44M 0.02% 618
2025
Q2 		$12.3M Buy
88,243
+5,950
+7% +$739K 0.02% 716
2025
Q1 		$9.31M Buy
82,293
+16,998
+26% +$2.04M 0.02% 805
2024
Q4 		$7.79M Buy
65,295
+2,572
+4% +$320K 0.02% 825
2024
Q3 		$7.98M Buy
62,723
+7,441
+13% +$888K 0.02% 790
2024
Q2 		$6.39M Buy
55,282
+4,034
+8% +$470K 0.01% 869
2024
Q1 		$5.87M Buy
51,248
+29,739
+138% +$3.16M 0.01% 903
2023
Q4 		$2.25M Sell
21,509
-95
-0.4% -$8.98K 0.02% 749
2023
Q3 		$2.03M Buy
21,604
+1,328
+7% +$134K 0.02% 740
2023
Q2 		$2.13M Sell
20,276
-6,229
-24% -$617K 0.02% 740
2023
Q1 		$2.59M Sell
26,505
-7,904
-23% -$742K 0.02% 646
2022
Q4 		$3M Sell
34,409
-9,755
-22% -$836K 0.03% 554
2022
Q3 		$3.32M Sell
44,164
-3,058
-6% -$257K 0.07% 315
2022
Q2 		$3.66M Buy
47,222
+3,927
+9% +$333K 0.06% 328
2022
Q1 		$4.07M Sell
43,295
-7,085
-14% -$655K 0.06% 332
2021
Q4 		$5.17M Buy
50,380
+14,259
+39% +$1.43M 0.07% 277
2021
Q3 		$3.35M Buy
36,121
+5,181
+17% +$499K 0.05% 373
2021
Q2 		$2.87M Buy
30,940
+7,498
+32% +$671K 0.05% 412
2021
Q1 		$2.02M Buy
23,442
+14,967
+177% +$1.28M 0.04% 419
2020
Q4 		$686K Buy
+8,475
New +$612K 0.01% 823

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers's GRID Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 32% in Q2 2026, buying an estimated $34.3M and bringing the position to 750,476 shares worth $144M. The position accounts for 0.13% of the portfolio, ranked #139.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 750,476 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $144M as of Q2 2026.
  • Cetera Investment Advisers bought 182,419 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $34.3M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.13% of Cetera Investment Advisers's portfolio in Q2 2026, its #139 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.