FMII
GRID

Farmers & Merchants Investments Inc’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Farmers & Merchants Investments Inc’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 		$201K Hold
1,048
– – ﹤0.01% 320
2026
Q1 		$171K Hold
1,048
– – ﹤0.01% 317
2025
Q4 		$160K Hold
1,048
– – ﹤0.01% 317
2025
Q3 		$158K Hold
1,048
– – ﹤0.01% 320
2025
Q2 		$146K Hold
1,048
– – ﹤0.01% 332
2025
Q1 		$119K Hold
1,048
– – ﹤0.01% 352
2024
Q4 		$125K Hold
1,048
– – ﹤0.01% 353
2024
Q3 		$133K Hold
1,048
– – ﹤0.01% 349
2024
Q2 		$121K Buy
+1,048
New +$122K ﹤0.01% 346

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Farmers & Merchants Investments Inc's GRID Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q2 2026 at 1,048 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Farmers & Merchants Investments Inc first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 405 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Farmers & Merchants Investments Inc held 1,048 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $201K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #320 holding.
  • Farmers & Merchants Investments Inc first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2024 and has held it in 9 quarters since.
  • 405 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.