CIA
GRID

Concurrent Investment Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Concurrent Investment Advisors’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 		$8.57M Buy
44,692
+5,230
+13% +$982K 0.07% 298
2026
Q1 		$6.46M Buy
39,462
+5,514
+16% +$917K 0.07% 298
2025
Q4 		$5.19M Buy
33,948
+20,236
+148% +$3.1M 0.06% 320
2025
Q3 		$2.07M Buy
13,712
+1,980
+17% +$285K 0.04% 461
2025
Q2 		$1.63M Buy
11,732
+2,214
+23% +$275K 0.03% 478
2025
Q1 		$1.08M Buy
+9,518
New +$1.14M 0.03% 533

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

Concurrent Investment Advisors's GRID Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 13% in Q2 2026, buying an estimated $982K and bringing the position to 44,692 shares worth $8.57M. The position accounts for 0.07% of the portfolio, ranked #298.

Concurrent Investment Advisors first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Concurrent Investment Advisors held 44,692 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $8.57M as of Q2 2026.
  • Concurrent Investment Advisors bought 5,230 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $982K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • Concurrent Investment Advisors 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.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.