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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
Q3 		$1.19M Sell
6,691
-424
-6% -$76.6K 0.01% 1030
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Farther Finance Advisors's GRID Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 6% in Q3 2026, selling an estimated $76.6K and leaving 6,691 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1030.

Farther Finance Advisors first reported a position in GRID in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q2 2026. 41 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Farther Finance Advisors held 6,691 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.19M as of Q3 2026.
  • Farther Finance Advisors sold 424 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $76.6K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1030 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 10 quarters since.
  • Farther Finance Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.36M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.