FIS
GRID

Fischer Investment Strategies’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Fischer Investment Strategies’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 		– Sell
-24,146
Closed -$3.69M – 50
2025
Q4 		$3.69M Buy
+24,146
New +$3.7M 2.15% 17

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Fischer Investment Strategies's GRID Position: Q1 2026 in Review

Fischer Investment Strategies sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 24,146 shares — an estimated $3.69M sold.

Fischer Investment Strategies first reported a position in GRID in Q4 2025 and held it in 1 quarter. The position peaked at $3.69M in Q4 2025. 541 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Fischer Investment Strategies reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
  • Fischer Investment Strategies sold 24,146 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $3.69M.
  • Fischer Investment Strategies first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and held it in 1 quarter.
  • Fischer Investment Strategies's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3.69M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.