Csenge Advisory Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Csenge Advisory Group’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	$7.22M	Buy	37,674 +23,980	+175%	+$4.5M	0.29%	64
2026 Q1	$2.24M	Buy	13,694 +1,037	+8%	+$172K	0.1%	170
2025 Q4	$1.94M	Buy	+12,657	New	+$1.94M	0.09%	188
2025 Q1	–	Sell	-68,031	Closed	-$8.12M	–	694
2024 Q4	$8.12M	Buy	68,031 +53,789	+378%	+$6.69M	0.44%	47
2024 Q3	$1.8M	Sell	14,242 -580	-4%	-$69.2K	0.09%	164
2024 Q2	$1.71M	Buy	+14,822	New	+$1.73M	0.1%	158
2023 Q4	–	Sell	-17,908	Closed	-$1.68M	–	683
2023 Q3	$1.68M	Buy	+17,908	New	+$1.81M	0.11%	151
2022 Q4	–	Sell	-3,611	Closed	-$272K	–	626
2022 Q3	$272K	Sell	3,611 -425	-11%	-$35.7K	0.02%	493
2022 Q2	$313K	Sell	4,036 -3,308	-45%	-$281K	0.03%	442
2022 Q1	$691K	Buy	+7,344	New	+$679K	0.05%	298

Other funds holding GRID

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Csenge Advisory Group's GRID Position: Q2 2026 in Review

Csenge Advisory Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 175% in Q2 2026, buying an estimated $4.5M and bringing the position to 37,674 shares worth $7.22M. The position accounts for 0.29% of the portfolio, ranked #64.

Csenge Advisory Group first reported a position in GRID in Q1 2022 and has held it in 10 quarters since. The position peaked at $8.12M in Q4 2024. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Csenge Advisory Group held 37,674 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.22M as of Q2 2026.
Csenge Advisory Group bought 23,980 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $4.5M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.29% of Csenge Advisory Group's portfolio in Q2 2026, its #64 holding.
Csenge Advisory Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2022 and has held it in 10 quarters since.
Csenge Advisory Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $8.12M in Q4 2024.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.