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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
Q3 		$377K Sell
2,131
-95
-4% -$17.2K 0.06% 123
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Clune & Associates's GRID Position: Q3 2026 in Review

Clune & Associates reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 4.3% in Q3 2026, selling an estimated $17.2K and leaving 2,131 shares worth $377K. The position accounts for 0.06% of the portfolio, ranked #123.

Clune & Associates first reported a position in GRID in Q1 2025 and has held it in 7 quarters since. The position peaked at $429K in Q4 2025. 32 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Clune & Associates held 2,131 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $377K as of Q3 2026.
  • Clune & Associates sold 95 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $17.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Clune & Associates's portfolio in Q3 2026, its #123 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 7 quarters since.
  • Clune & Associates's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $429K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.