Focus Partners Wealth
GRID

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

Focus Partners Wealth’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 		$2.09M Buy
12,748
+4,305
+51% +$716K ﹤0.01% 1292
2025
Q4 		$1.29M Buy
8,443
+2,789
+49% +$428K ﹤0.01% 1526
2025
Q3 		$854K Buy
5,654
+3,098
+121% +$446K ﹤0.01% 1350
2025
Q2 		$355K Sell
2,556
-7,160
-74% -$889K ﹤0.01% 1597
2025
Q1 		$1.1M Buy
9,716
+395
+4% +$47.3K ﹤0.01% 1029
2024
Q4 		$1.11M Buy
+9,321
New +$1.16M ﹤0.01% 1017

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

Focus Partners Wealth's GRID Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 51% in Q1 2026, buying an estimated $716K and bringing the position to 12,748 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Focus Partners Wealth first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Focus Partners Wealth held 12,748 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.09M as of Q1 2026.
  • Focus Partners Wealth bought 4,305 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $716K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1292 holding.
  • Focus Partners Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 6 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.