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

Clearstead 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	$580K	Buy	3,026 +2,918	+2,702%	+$548K	0.01%	707
2026 Q1	$17.7K	Hold	108	–	–	﹤0.01%	1476
2025 Q4	$16.6K	Sell	108 -99	-48%	-$15.2K	﹤0.01%	1767
2025 Q3	$31.3K	Buy	207 +99	+92%	+$14.2K	﹤0.01%	1446
2025 Q2	$15K	Hold	108	–	–	﹤0.01%	1743
2025 Q1	$12.2K	Hold	108	–	–	﹤0.01%	1559
2024 Q4	$12.9K	Hold	108	–	–	﹤0.01%	1511
2024 Q3	$13.8K	Hold	108	–	–	﹤0.01%	1518
2024 Q2	$12.5K	Hold	108	–	–	﹤0.01%	1498
2024 Q1	$12.8K	Hold	108	–	–	﹤0.01%	1020
2023 Q4	$11.3K	Hold	108	–	–	﹤0.01%	1035
2023 Q3	$10.2K	Buy	+108	New	+$10.9K	﹤0.01%	994

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

Clearstead Advisors's GRID Position: Q2 2026 in Review

Clearstead Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2,702% in Q2 2026, buying an estimated $548K and bringing the position to 3,026 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #707.

Clearstead Advisors first reported a position in GRID in Q3 2023 and has held it in 12 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Clearstead Advisors held 3,026 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $580K as of Q2 2026.
Clearstead Advisors bought 2,918 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $548K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #707 holding.
Clearstead Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 12 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.