ECA
GRID

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

Elevated Capital 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
Q1 		$9.65K Hold
59
– – ﹤0.01% 465
2025
Q4 		$9.03K Buy
+59
New +$9.05K ﹤0.01% 456
2022
Q1 		$241K Buy
+2,564
New +$237K 0.08% 160
2021
Q3 		$246K Buy
+2,656
New +$256K 0.09% 155

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

Elevated Capital Advisors's GRID Position: Q1 2026 in Review

Elevated Capital Advisors held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q1 2026 at 59 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Elevated Capital Advisors first reported a position in GRID in Q3 2021 and has held it in 4 quarters since. The position peaked at $246K in Q3 2021. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Elevated Capital Advisors held 59 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.65K as of Q1 2026.
  • Elevated Capital Advisors left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #465 holding.
  • Elevated Capital Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 4 quarters since.
  • Elevated Capital Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $246K in Q3 2021.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.