EWA
GRID

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

EP Wealth 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 		$265K Buy
+1,622
New +$270K ﹤0.01% 1237

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

EP Wealth Advisors's GRID Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026: 1,622 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1237 among its holdings.

540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • EP Wealth Advisors held 1,622 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $265K as of Q1 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new EP Wealth Advisors position in Q1 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1237 holding.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.