CA
GRID

Crumly & Associates’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Crumly & Associates’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 		$11.1M Buy
58,095
+11,120
+24% +$2.09M 2.13% 16
2026
Q1 		$7.68M Sell
46,975
-2,164
-4% -$360K 1.61% 19
2025
Q4 		$7.52M Buy
+49,139
New +$7.54M 1.58% 19

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

Crumly & Associates's GRID Position: Q2 2026 in Review

Crumly & Associates increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 24% in Q2 2026, buying an estimated $2.09M and bringing the position to 58,095 shares worth $11.1M. The position accounts for 2.13% of the portfolio, ranked #16.

Crumly & Associates first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 271 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Crumly & Associates held 58,095 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $11.1M as of Q2 2026.
  • Crumly & Associates bought 11,120 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $2.09M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.13% of Crumly & Associates's portfolio in Q2 2026, its #16 holding.
  • Crumly & Associates first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 271 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.