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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Wealth Partners's GRID Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 235% in Q1 2026, buying an estimated $2.63M and bringing the position to 22,560 shares worth $3.69M. The position accounts for 0.14% of the portfolio, ranked #170.

Gateway Wealth Partners first reported a position in GRID in Q1 2023 and has held it in 13 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Gateway Wealth Partners held 22,560 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $3.69M as of Q1 2026.
  • Gateway Wealth Partners bought 15,825 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $2.63M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.14% of Gateway Wealth Partners's portfolio in Q1 2026, its #170 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 13 quarters since.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.