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

Farther Finance 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 Q2	$1.36M	Buy	7,115 +1,012	+17%	+$190K	0.01%	919
2026 Q1	$1.02M	Sell	6,103 -676	-10%	-$112K	0.01%	955
2025 Q4	$1.04M	Buy	6,779 +163	+2%	+$25K	0.01%	870
2025 Q3	$999K	Buy	6,616 +1,767	+36%	+$254K	0.02%	727
2025 Q2	$674K	Buy	4,849 +3,690	+318%	+$458K	0.01%	764
2025 Q1	$132K	Buy	1,159 +273	+31%	+$32.7K	﹤0.01%	1409
2024 Q4	$106K	Buy	886 +884	+44,200%	+$110K	﹤0.01%	1289
2024 Q3	$274	Hold	2	–	–	﹤0.01%	3583
2024 Q2	$248	Buy	+2	New	+$233	﹤0.01%	3449

Other funds holding GRID

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Farther Finance Advisors's GRID Position: Q2 2026 in Review

Farther Finance Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 17% in Q2 2026, buying an estimated $190K and bringing the position to 7,115 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #919.

Farther Finance Advisors first reported a position in GRID in Q2 2024 and has held it in 9 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Farther Finance Advisors held 7,115 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.36M as of Q2 2026.
Farther Finance Advisors bought 1,012 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $190K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #919 holding.
Farther Finance Advisors 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.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.