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

Envestnet Portfolio 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 Q2	$226K	Buy	+1,181	New	+$222K	﹤0.01%	1316
2026 Q1	–	Sell	-1,360	Closed	-$208K	–	1380
2025 Q4	$208K	Sell	1,360 -732	-35%	-$112K	﹤0.01%	1448
2025 Q3	$316K	Sell	2,092 -1,197	-36%	-$172K	﹤0.01%	1220
2025 Q2	$457K	Buy	3,289 +1,329	+68%	+$165K	﹤0.01%	1137
2025 Q1	$222K	Sell	1,960 -2,380	-55%	-$285K	﹤0.01%	1447
2024 Q4	$518K	Buy	4,340 +209	+5%	+$26K	﹤0.01%	1227
2024 Q3	$526K	Buy	4,131 +32	+0.8%	+$3.82K	﹤0.01%	1178
2024 Q2	$474K	Buy	+4,099	New	+$477K	﹤0.01%	1168
2023 Q4	–	Sell	-5,340	Closed	-$501K	–	1560
2023 Q3	$501K	Buy	+5,340	New	+$539K	﹤0.01%	981

Other funds holding GRID

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Envestnet Portfolio Solutions's GRID Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 1,181 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1316 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in GRID as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in GRID in Q3 2023 and has held it in 9 quarters since. The position peaked at $526K in Q3 2024. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Envestnet Portfolio Solutions held 1,181 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $226K as of Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Envestnet Portfolio Solutions position in Q2 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1316 holding.
Envestnet Portfolio Solutions first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $526K in Q3 2024.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.