FWP
GRID

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

Forefront Wealth Partners’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 		$3.29M Buy
17,172
+3,794
+28% +$713K 1.02% 26
2026
Q1 		$2.19M Buy
13,378
+2,225
+20% +$370K 0.92% 26
2025
Q4 		$1.71M Buy
11,153
+95
+0.9% +$14.6K 0.81% 32
2025
Q3 		$1.67M Sell
11,058
-2,520
-19% -$363K 0.42% 59
2025
Q2 		$1.62M Sell
13,578
-245
-2% -$30.4K 1.11% 26
2025
Q1 		$1.56M Buy
13,823
+245
+2% +$29.3K 1.06% 25
2024
Q4 		$1.62M Buy
+13,578
New +$1.69M 1.21% 23

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

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

Forefront Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 28% in Q2 2026, buying an estimated $713K and bringing the position to 17,172 shares worth $3.29M. The position accounts for 1.02% of the portfolio, ranked #26.

Forefront Wealth Partners 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.

  • Forefront Wealth Partners held 17,172 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.29M as of Q2 2026.
  • Forefront Wealth Partners bought 3,794 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $713K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 1.02% of Forefront Wealth Partners's portfolio in Q2 2026, its #26 holding.
  • Forefront Wealth Partners 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 Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.