Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Dynamic Advisor Solutions’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 		$810K Buy
4,576
+340
+8% +$61.4K 0.02% 513
2026
Q2 		$812K Buy
4,236
+1,818
+75% +$341K 0.02% 536
2026
Q1 		$396K Buy
2,418
+396
+20% +$65.8K 0.01% 715
2025
Q4 		$309K Buy
+2,022
New +$310K 0.01% 764

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
WAS
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Dynamic Advisor Solutions's GRID Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 8% in Q3 2026, buying an estimated $61.4K and bringing the position to 4,576 shares worth $810K. The position accounts for 0.02% of the portfolio, ranked #513.

Dynamic Advisor Solutions first reported a position in GRID in Q4 2025 and has held it in 4 quarters since. The position peaked at $812K in Q2 2026. 117 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Dynamic Advisor Solutions held 4,576 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $810K as of Q3 2026.
  • Dynamic Advisor Solutions bought 340 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $61.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #513 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $812K in Q2 2026.
  • 117 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.