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

Eagle Strategies’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	$5.65M	Buy	29,445 +928	+3%	+$174K	0.56%	44
2026 Q1	$4.66M	Buy	28,517 +2,143	+8%	+$356K	0.56%	48
2025 Q4	$4.04M	Buy	26,374 +1,449	+6%	+$222K	0.52%	49
2025 Q3	$3.77M	Buy	24,925 +5,037	+25%	+$725K	0.5%	46
2025 Q2	$2.76M	Buy	19,888 +388	+2%	+$48.2K	0.42%	51
2025 Q1	$2.21M	Sell	19,500 -4,815	-20%	-$576K	0.38%	53
2024 Q4	$2.9M	Buy	24,315 +293	+1%	+$36.5K	0.5%	48
2024 Q3	$3.06M	Sell	24,022 -1,732	-7%	-$207K	0.55%	45
2024 Q2	$2.98M	Buy	+25,754	New	+$3M	0.57%	48

Other funds holding GRID

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

PCM

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

Eagle Strategies's GRID Position: Q2 2026 in Review

Eagle Strategies increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.3% in Q2 2026, buying an estimated $174K and bringing the position to 29,445 shares worth $5.65M. The position accounts for 0.56% of the portfolio, ranked #44.

Eagle Strategies first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Eagle Strategies held 29,445 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $5.65M as of Q2 2026.
Eagle Strategies bought 928 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $174K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.56% of Eagle Strategies's portfolio in Q2 2026, its #44 holding.
Eagle Strategies first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.