DWP
GRID

Daymark Wealth Partners’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Daymark Wealth Partners’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
Q1 		$1.93M Buy
11,822
+3,353
+40% +$557K 0.06% 211
2025
Q4 		$1.3M Buy
8,469
+5,110
+152% +$784K 0.04% 250
2025
Q3 		$508K Sell
3,359
-274
-8% -$39.4K 0.02% 374
2025
Q2 		$505K Buy
3,633
+322
+10% +$40K 0.02% 352
2025
Q1 		$375K Buy
3,311
+1,580
+91% +$189K 0.02% 376
2024
Q4 		$207K Buy
+1,731
New +$215K 0.01% 477

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Daymark Wealth Partners's GRID Position: Q1 2026 in Review

Daymark Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 40% in Q1 2026, buying an estimated $557K and bringing the position to 11,822 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #211.

Daymark Wealth Partners first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Daymark Wealth Partners held 11,822 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.93M as of Q1 2026.
  • Daymark Wealth Partners bought 3,353 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $557K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Daymark Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • Daymark Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.