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

Concord 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 Q3	$1.77K	Hold	10	–	–	﹤0.01%	716
2026 Q2	$1.92K	Buy	+10	New	+$1.88K	﹤0.01%	747
2026 Q1	–	Sell	-10	Closed	-$1.53K	–	435
2025 Q4	$1.53K	Buy	+10	New	+$1.53K	﹤0.01%	714
2022 Q2	–	Sell	-30	Closed	-$3K	–	1285
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	1013
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	1053
2021 Q3	$3K	Buy	+30	New	+$2.89K	﹤0.01%	685

Other funds holding GRID

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Concord Wealth Partners's GRID Position: Q3 2026 in Review

Concord Wealth Partners held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 10 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Concord Wealth Partners first reported a position in GRID in Q3 2021 and has held it in 6 quarters since. The position peaked at $3K in Q1 2022. 509 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Concord Wealth Partners held 10 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.77K as of Q3 2026.
Concord Wealth Partners left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #716 holding.
Concord Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 6 quarters since.
Concord Wealth Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3K in Q1 2022.
509 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.