BFC Planning, Inc.’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

BFC Planning, Inc.’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	$130K	Buy	678 +606	+842%	+$114K	0.01%	1118
2026 Q1	$11.9K	Buy	72 +28	+64%	+$4.65K	﹤0.01%	1964
2025 Q4	$6.81K	Hold	44	–	–	﹤0.01%	2235
2025 Q3	$6.71K	Hold	44	–	–	﹤0.01%	2087
2025 Q2	$6.16K	Hold	44	–	–	﹤0.01%	1987
2025 Q1	$4.98K	Sell	44 -126	-74%	-$15.1K	﹤0.01%	2020
2024 Q4	$20.3K	Buy	+170	New	+$21.2K	﹤0.01%	1452

Other funds holding GRID

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

BFC Planning, Inc.'s GRID Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 842% in Q2 2026, buying an estimated $114K and bringing the position to 678 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #1118.

BFC Planning, Inc. first reported a position in GRID in Q4 2024 and has held it in 7 quarters since. 632 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

BFC Planning, Inc. held 678 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $130K as of Q2 2026.
BFC Planning, Inc. bought 606 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $114K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1118 holding.
BFC Planning, Inc. 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.
632 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.