Element Pointe Advisors
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Element Pointe Advisors’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Element Pointe Advisors’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 		$14.5M Buy
+82,078
New +$14.8M 2.05% 9

Other funds holding GRID

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Traphagen Investment Advisors
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
Ayalon Insurance Company
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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
WESPAC Advisors SoCal
WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return
Searcy Financial Services
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

Element Pointe Advisors's GRID Position: Q3 2026 in Review

Element Pointe Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q3 2026: 82,078 shares worth $14.5M. The stake represents 2.05% of the portfolio and ranks #9 among its holdings.

153 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Element Pointe Advisors held 82,078 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $14.5M as of Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Element Pointe Advisors position in Q3 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.05% of Element Pointe Advisors's portfolio in Q3 2026, its #9 holding.
  • 153 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Element Pointe Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.