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

Focus Financial Network’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	$1.2M	Buy	6,796 +1,877	+38%	+$339K	0.04%	309
2026 Q2	$943K	Buy	4,919 +1,702	+53%	+$320K	0.03%	353
2026 Q1	$526K	Buy	3,217 +1,286	+67%	+$214K	0.02%	449
2025 Q4	$296K	Buy	+1,931	New	+$296K	0.01%	599
2024 Q1	–	Sell	-3,516	Closed	-$368K	–	673
2023 Q4	$368K	Buy	+3,516	New	+$333K	0.01%	522
2022 Q4	–	Sell	-23,413	Closed	-$1.76M	–	489
2022 Q3	$1.76M	Sell	23,413 -17	-0.1%	-$1.43K	0.15%	119
2022 Q2	$1.82M	Sell	23,430 -164	-0.7%	-$13.9K	0.15%	122
2022 Q1	$2.22M	Buy	23,594 +19,628	+495%	+$1.82M	0.15%	114
2021 Q4	$407K	Buy	+3,966	New	+$399K	0.06%	248

Other funds holding GRID

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Focus Financial Network's GRID Position: Q3 2026 in Review

Focus Financial Network increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 38% in Q3 2026, buying an estimated $339K and bringing the position to 6,796 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #309.

Focus Financial Network first reported a position in GRID in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.22M in Q1 2022. 153 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Focus Financial Network held 6,796 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.2M as of Q3 2026.
Focus Financial Network bought 1,877 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $339K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Focus Financial Network's portfolio in Q3 2026, its #309 holding.
Focus Financial Network first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 9 quarters since.
Focus Financial Network's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.22M in Q1 2022.
153 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.