FNWA
GRID

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

Financial Network 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
Q2 		$191K Sell
998
-150
-13% -$28.2K 0.19% 102
2026
Q1 		$188K Buy
1,148
+86
+8% +$14.3K 0.19% 97
2025
Q4 		$163K Buy
1,062
+2
+0.2% +$307 0.17% 107
2025
Q3 		$160K Sell
1,060
-76
-7% -$10.9K 0.18% 113
2025
Q2 		$158K Sell
1,136
-580
-34% -$72K 0.19% 108
2025
Q1 		$194K Buy
+1,716
New +$205K 0.25% 76

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Financial Network Wealth Advisors's GRID Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 13% in Q2 2026, selling an estimated $28.2K and leaving 998 shares worth $191K. The position accounts for 0.19% of the portfolio, ranked #102.

Financial Network Wealth Advisors first reported a position in GRID in Q1 2025 and has held it in 6 quarters since. The position peaked at $194K in Q1 2025. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Financial Network Wealth Advisors held 998 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $191K as of Q2 2026.
  • Financial Network Wealth Advisors sold 150 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $28.2K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.19% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Financial Network Wealth Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 6 quarters since.
  • Financial Network Wealth Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $194K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.