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

FSB Premier 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	$634K	Buy	3,306 +249	+8%	+$46.8K	0.18%	130
2026 Q1	$500K	Buy	3,057 +986	+48%	+$164K	0.16%	138
2025 Q4	$317K	Buy	+2,071	New	+$318K	0.1%	181

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

FSB Premier Wealth Management's GRID Position: Q2 2026 in Review

FSB Premier Wealth Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 8.1% in Q2 2026, buying an estimated $46.8K and bringing the position to 3,306 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #130.

FSB Premier Wealth Management first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

FSB Premier Wealth Management held 3,306 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $634K as of Q2 2026.
FSB Premier Wealth Management bought 249 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $46.8K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.18% of FSB Premier Wealth Management's portfolio in Q2 2026, its #130 holding.
FSB Premier Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.