GWP
GRID

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

Gateway 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 		$2.7M Sell
14,080
-8,480
-38% -$1.59M 0.16% 160
2026
Q1 		$3.69M Buy
22,560
+15,825
+235% +$2.63M 0.14% 170
2025
Q4 		$1.03M Buy
6,735
+2,267
+51% +$348K 0.11% 182
2025
Q3 		$675K Buy
4,468
+1,465
+49% +$211K 0.09% 208
2025
Q2 		$417K Sell
3,003
-297
-9% -$36.9K 0.08% 229
2025
Q1 		$373K Buy
3,300
+315
+11% +$37.7K 0.08% 222
2024
Q4 		$356K Buy
2,985
+940
+46% +$117K 0.09% 206
2024
Q3 		$260K Sell
2,045
-376
-16% -$44.9K 0.07% 233
2024
Q2 		$280K Buy
2,421
+28
+1% +$3.26K 0.08% 213
2024
Q1 		$274K Sell
2,393
-405
-14% -$43K 0.1% 184
2023
Q4 		$293K Sell
2,798
-532
-16% -$50.3K 0.12% 158
2023
Q3 		$313K Buy
3,330
+1,129
+51% +$114K 0.06% 186
2023
Q2 		$231K Buy
2,201
+102
+5% +$10.1K 0.04% 215
2023
Q1 		$205K Buy
+2,099
New +$197K 0.03% 211

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

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

Gateway Wealth Partners reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 38% in Q2 2026, selling an estimated $1.59M and leaving 14,080 shares worth $2.7M. The position accounts for 0.16% of the portfolio, ranked #160.

Gateway Wealth Partners first reported a position in GRID in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.69M in Q1 2026. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Gateway Wealth Partners held 14,080 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.7M as of Q2 2026.
  • Gateway Wealth Partners sold 8,480 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.59M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.16% of Gateway Wealth Partners's portfolio in Q2 2026, its #160 holding.
  • Gateway Wealth Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2023 and has held it in 14 quarters since.
  • Gateway Wealth Partners's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $3.69M in Q1 2026.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.