CA
GRID

Clune & Associates’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Clune & Associates’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 		$427K Sell
2,226
-75
-3% -$14.1K 0.06% 125
2026
Q1 		$376K Sell
2,301
-505
-18% -$83.9K 0.07% 126
2025
Q4 		$429K Buy
2,806
+910
+48% +$140K 0.09% 119
2025
Q3 		$286K Buy
1,896
+37
+2% +$5.32K 0.07% 129
2025
Q2 		$258K Sell
1,859
-205
-10% -$25.5K 0.07% 130
2025
Q1 		$234K Buy
+2,064
New +$247K 0.07% 130

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

Clune & Associates's GRID Position: Q2 2026 in Review

Clune & Associates reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.3% in Q2 2026, selling an estimated $14.1K and leaving 2,226 shares worth $427K. The position accounts for 0.06% of the portfolio, ranked #125.

Clune & Associates first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Clune & Associates held 2,226 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $427K as of Q2 2026.
  • Clune & Associates sold 75 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $14.1K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Clune & Associates's portfolio in Q2 2026, its #125 holding.
  • Clune & Associates first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Clune & Associates's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $429K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.