First Growth Capital’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

First Growth Capital’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	$1.08M	Sell	5,625 -539	-9%	-$101K	0.82%	28
2026 Q1	$1.03M	Sell	6,164 -259	-4%	-$43K	0.93%	22
2025 Q4	$1.14M	Buy	+6,423	New	+$985K	1.01%	20

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

First Growth Capital's GRID Position: Q2 2026 in Review

First Growth Capital reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 8.7% in Q2 2026, selling an estimated $101K and leaving 5,625 shares worth $1.08M. The position accounts for 0.82% of the portfolio, ranked #28.

First Growth Capital first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

First Growth Capital held 5,625 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.08M as of Q2 2026.
First Growth Capital sold 539 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $101K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.82% of First Growth Capital's portfolio in Q2 2026, its #28 holding.
First Growth Capital first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
First Growth Capital's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.14M in Q4 2025.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on First Growth Capital's 13F filing for Q2 2026, filed 16 Jul 2026.