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 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Focus Financial Network's GRID Position: Q2 2026 in Review

Focus Financial Network increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 53% in Q2 2026, buying an estimated $320K and bringing the position to 4,919 shares worth $943K. The position accounts for 0.03% of the portfolio, ranked #353.

Focus Financial Network first reported a position in GRID in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.22M in Q1 2022. 124 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Focus Financial Network held 4,919 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $943K as of Q2 2026.
Focus Financial Network bought 1,702 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $320K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #353 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 8 quarters since.
Focus Financial Network's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.22M in Q1 2022.
124 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.