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
Q2 		$3.91M Buy
20,370
+7,622
+60% +$1.43M ﹤0.01% 1065
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

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Focus Partners Wealth's GRID Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 60% in Q2 2026, buying an estimated $1.43M and bringing the position to 20,370 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Focus Partners Wealth first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Focus Partners Wealth held 20,370 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.91M as of Q2 2026.
  • Focus Partners Wealth bought 7,622 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.43M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1065 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 7 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.