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

Dogwood Wealth Management’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	$384	Hold	2	–	–	﹤0.01%	815
2026 Q1	$327	Hold	2	–	–	﹤0.01%	809
2025 Q4	$306	Hold	2	–	–	﹤0.01%	680
2025 Q3	$302	Hold	2	–	–	﹤0.01%	680
2025 Q2	$276	Sell	2 -166	-99%	-$20.6K	﹤0.01%	660
2025 Q1	$19K	Hold	168	–	–	0.01%	160
2024 Q4	$20K	Buy	168 +2	+1%	+$249	0.01%	147
2024 Q3	$21.1K	Buy	+166	New	+$19.8K	0.01%	137

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

Dogwood Wealth Management's GRID Position: Q2 2026 in Review

Dogwood Wealth Management held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 2 shares worth $384. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Dogwood Wealth Management first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.1K in Q3 2024. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Dogwood Wealth Management held 2 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $384 as of Q2 2026.
Dogwood Wealth Management left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #815 holding.
Dogwood Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 quarters since.
Dogwood Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $21.1K in Q3 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 Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.