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 Q3	$14K	Hold	82	–	–	﹤0.01%	1292
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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

CX Institutional's GRID Position: Q3 2026 in Review

CX Institutional held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 82 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

CX Institutional first reported a position in GRID in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.92M in Q4 2022. 185 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

CX Institutional held 82 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $14K as of Q3 2026.
CX Institutional left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1292 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 10 quarters since.
CX Institutional's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.92M in Q4 2022.
185 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.