CX Institutional’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

CX Institutional’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	$16K	Buy	82 +1	+1%	+$188	﹤0.01%	1220
2026 Q1	$13K	Hold	81	–	–	﹤0.01%	1222
2025 Q4	$12K	Hold	81	–	–	﹤0.01%	1168
2025 Q3	$12K	Buy	+81	New	+$11.7K	﹤0.01%	1171
2023 Q1	–	Sell	-21,967	Closed	-$1.92M	–	520
2022 Q4	$1.92M	Sell	21,967 -2,951	-12%	-$253K	0.12%	198
2022 Q3	$1.88M	Buy	24,918 +11,176	+81%	+$938K	0.13%	196
2022 Q2	$1.07M	Buy	13,742 +1,501	+12%	+$127K	0.08%	234
2022 Q1	$1.15M	Buy	12,241 +1,450	+13%	+$134K	0.09%	201
2021 Q4	$1.11M	Buy	+10,791	New	+$1.09M	0.09%	195

Other funds holding GRID

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

CX Institutional's GRID Position: Q2 2026 in Review

CX Institutional increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.2% in Q2 2026, buying an estimated $188 and bringing the position to 82 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

CX Institutional first reported a position in GRID in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.92M in Q4 2022. 108 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

CX Institutional held 82 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $16K as of Q2 2026.
CX Institutional bought 1 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share in Q2 2026, an estimated $188.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1220 holding.
CX Institutional first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 9 quarters since.
CX Institutional's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.92M in Q4 2022.
108 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.