FSA
GRID

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

Financial Services Advisory’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
Q1 		$732K Buy
4,476
+109
+2% +$18.1K 0.35% 42
2025
Q4 		$668K Sell
4,367
-68
-2% -$10.4K 0.24% 47
2025
Q3 		$670K Sell
4,435
-364
-8% -$52.4K 0.26% 48
2025
Q2 		$667K Buy
+4,799
New +$596K 0.32% 37
2024
Q4 		– Sell
-7,012
Closed -$892K – 56
2024
Q3 		$892K Buy
+7,012
New +$837K 0.22% 45

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Services Advisory's GRID Position: Q1 2026 in Review

Financial Services Advisory increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.5% in Q1 2026, buying an estimated $18.1K and bringing the position to 4,476 shares worth $732K. The position accounts for 0.35% of the portfolio, ranked #42.

Financial Services Advisory first reported a position in GRID in Q3 2024 and has held it in 5 quarters since. The position peaked at $892K in Q3 2024. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Financial Services Advisory held 4,476 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $732K as of Q1 2026.
  • Financial Services Advisory bought 109 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $18.1K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.35% of Financial Services Advisory's portfolio in Q1 2026, its #42 holding.
  • Financial Services Advisory first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 5 quarters since.
  • Financial Services Advisory's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $892K in Q3 2024.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.