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 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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Concord Wealth Partners's GRID Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 10 shares worth $1.92K. The stake represents ﹤0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GRID as recently as Q4 2025.

Concord Wealth Partners first reported a position in GRID in Q3 2021 and has held it in 5 quarters since. The position peaked at $3K in Q1 2022. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Concord Wealth Partners held 10 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.92K as of Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Concord Wealth Partners position in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #747 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 5 quarters since.
Concord Wealth Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3K in Q1 2022.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.