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

Foguth Wealth Management’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	$482K	Sell	2,720 -155	-5%	-$29.1K	0.05%	126
2026 Q1	$555K	Sell	2,875 -721	-20%	-$120K	0.06%	112
2025 Q4	$560K	Buy	+3,596	New	+$552K	0.09%	93
2025 Q2	$1.58M	Sell	11,355 -865	-7%	-$107K	0.34%	54
2025 Q1	$1.38M	Sell	12,220 -13,220	-52%	-$1.58M	0.34%	52
2024 Q4	$3.24M	Buy	25,440 +1,237	+5%	+$154K	0.85%	33
2024 Q3	$3.04M	Buy	+24,203	New	+$2.89M	1.1%	27

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foguth Wealth Management's GRID Position: Q2 2026 in Review

Foguth Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5.4% in Q2 2026, selling an estimated $29.1K and leaving 2,720 shares worth $482K. The position accounts for 0.05% of the portfolio, ranked #126.

Foguth Wealth Management first reported a position in GRID in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.24M in Q4 2024. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Foguth Wealth Management held 2,720 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $482K as of Q2 2026.
Foguth Wealth Management sold 155 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $29.1K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #126 holding.
Foguth Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 7 quarters since.
Foguth Wealth Management's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3.24M in Q4 2024.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.