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

Equitable Trust’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	$875K	Hold	4,939	–	–	0.04%	245
2026 Q2	$947K	Hold	4,939	–	–	0.04%	241
2026 Q1	$808K	Hold	4,939	–	–	0.04%	249
2025 Q4	$756K	Hold	4,939	–	–	0.03%	269
2025 Q3	$746K	Hold	4,939	–	–	0.03%	275
2025 Q2	$687K	Hold	4,939	–	–	0.03%	277
2025 Q1	$559K	Hold	4,939	–	–	0.03%	289
2024 Q4	$589K	Hold	4,939	–	–	0.03%	291
2024 Q3	$628K	Hold	4,939	–	–	0.04%	267
2024 Q2	$571K	Hold	4,939	–	–	0.04%	272
2024 Q1	$566K	Hold	4,939	–	–	0.04%	279
2023 Q4	$517K	Hold	4,939	–	–	0.04%	274
2023 Q3	$464K	Hold	4,939	–	–	0.04%	269
2023 Q2	$519K	Hold	4,939	–	–	0.04%	260
2023 Q1	$482K	Hold	4,939	–	–	0.04%	260
2022 Q4	$431K	Hold	4,939	–	–	0.03%	282
2022 Q3	$372K	Hold	4,939	–	–	0.03%	290
2022 Q2	$383K	Hold	4,939	–	–	0.03%	290
2022 Q1	$465K	Hold	4,939	–	–	0.03%	259
2021 Q4	$507K	Buy	+4,939	New	+$497K	0.03%	255

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Equitable Trust's GRID Position: Q3 2026 in Review

Equitable Trust held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 4,939 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #245.

Equitable Trust first reported a position in GRID in Q4 2021 and has held it in 20 quarters since. The position peaked at $947K in Q2 2026. 117 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Equitable Trust held 4,939 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $875K as of Q3 2026.
Equitable Trust left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Equitable Trust's portfolio in Q3 2026, its #245 holding.
Equitable Trust first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 20 quarters since.
Equitable Trust's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $947K in Q2 2026.
117 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.