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

Gaddis Premier Wealth Advisors’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	$6.22M	Buy	32,422 +1,541	+5%	+$289K	3.78%	11
2026 Q1	$5.05M	Buy	30,881 +763	+3%	+$127K	3.73%	10
2025 Q4	$4.61M	Buy	+30,118	New	+$4.62M	3.5%	10

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

Gaddis Premier Wealth Advisors's GRID Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 5% in Q2 2026, buying an estimated $289K and bringing the position to 32,422 shares worth $6.22M. The position accounts for 3.78% of the portfolio, ranked #11.

Gaddis Premier Wealth Advisors 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.

Gaddis Premier Wealth Advisors held 32,422 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.22M as of Q2 2026.
Gaddis Premier Wealth Advisors bought 1,541 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $289K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 3.78% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Gaddis Premier Wealth Advisors 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 Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.