Creative Financial Designs’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Creative Financial Designs’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	$97.6K	Buy	509 +157	+45%	+$29.5K	﹤0.01%	804
2026 Q1	$57.5K	Sell	352 -702	-67%	-$117K	﹤0.01%	856
2025 Q4	$161K	Buy	1,054 +2	+0.2%	+$307	0.01%	526
2025 Q3	$159K	Buy	+1,052	New	+$151K	0.01%	527
2021 Q2	–	Sell	-300	Closed	-$26K	–	1420
2021 Q1	$26K	Buy	+300	New	+$25.6K	0.01%	717

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

Creative Financial Designs's GRID Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 45% in Q2 2026, buying an estimated $29.5K and bringing the position to 509 shares worth $97.6K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Creative Financial Designs first reported a position in GRID in Q1 2021 and has held it in 5 quarters since. The position peaked at $161K in Q4 2025. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Creative Financial Designs held 509 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $97.6K as of Q2 2026.
Creative Financial Designs bought 157 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $29.5K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #804 holding.
Creative Financial Designs first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 5 quarters since.
Creative Financial Designs's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $161K in Q4 2025.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.