CSA
GRID

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

Cottage Street 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 		$1.53M Buy
7,989
+855
+12% +$161K 0.59% 44
2026
Q1 		$1.17M Buy
7,134
+185
+3% +$30.8K 0.5% 49
2025
Q4 		$1.06M Buy
6,949
+811
+13% +$124K 0.45% 49
2025
Q3 		$927K Buy
6,138
+1,164
+23% +$167K 0.39% 57
2025
Q2 		$692K Buy
4,974
+208
+4% +$25.8K 0.36% 55
2025
Q1 		$539K Buy
4,766
+576
+14% +$69K 0.27% 62
2024
Q4 		$500K Buy
4,190
+411
+11% +$51.2K 0.26% 63
2024
Q3 		$481K Buy
+3,779
New +$451K 0.26% 61

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cottage Street Advisors's GRID Position: Q2 2026 in Review

Cottage Street Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q2 2026, buying an estimated $161K and bringing the position to 7,989 shares worth $1.53M. The position accounts for 0.59% of the portfolio, ranked #44.

Cottage Street Advisors first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Cottage Street Advisors held 7,989 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.53M as of Q2 2026.
  • Cottage Street Advisors bought 855 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $161K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.59% of Cottage Street Advisors's portfolio in Q2 2026, its #44 holding.
  • Cottage Street Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.