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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's GRID Position: Q1 2026 in Review

Concord Wealth Partners sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 10 shares — an estimated $1.53K sold.

Concord Wealth Partners first reported a position in GRID in Q3 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Concord Wealth Partners reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 10 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $1.53K.
Concord Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and held it in 4 quarters.
Concord Wealth Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3K in Q1 2022.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.