GRP
GRID

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

Global Retirement 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 		$691K Buy
+3,605
New +$677K 0.01% 886
2025
Q4 		$402K Buy
2,627
+10
+0.4% +$1.53K 0.01% 1076
2025
Q3 		$395K Buy
2,617
+1,002
+62% +$144K 0.01% 858
2025
Q2 		$225K Buy
+1,615
New +$201K 0.01% 1025
2024
Q4 		$252K Sell
2,115
-284
-12% -$35.3K 0.01% 857
2024
Q3 		$305K Buy
2,399
+617
+35% +$73.7K 0.01% 769
2024
Q2 		$206K Buy
1,782
+1,260
+241% +$147K 0.01% 874
2024
Q1 		$59.9K Sell
522
-63
-11% -$6.69K ﹤0.01% 1330
2023
Q4 		$58.4K Sell
585
-986
-63% -$93.3K ﹤0.01% 1285
2023
Q3 		$144K Buy
1,571
+914
+139% +$92.3K 0.01% 794
2023
Q2 		$69K Buy
657
+121
+23% +$12K ﹤0.01% 1115
2023
Q1 		$51.6K Buy
536
+303
+130% +$28.5K ﹤0.01% 1223
2022
Q4 		$20.3K Buy
233
+101
+77% +$8.66K ﹤0.01% 1471
2022
Q3 		$11K Buy
132
+106
+408% +$8.89K ﹤0.01% 1648
2022
Q2 		$2K Sell
26
-4
-13% -$339 ﹤0.01% 2204
2022
Q1 		$2K Buy
+30
New +$2.77K ﹤0.01% 2187
2021
Q4 		– Sell
-30
Closed -$3K – 861
2021
Q3 		$3K Hold
30
– – ﹤0.01% 1752
2021
Q2 		$3K Buy
+30
New +$2.69K ﹤0.01% 1671

Other funds holding GRID

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Global Retirement Partners's GRID Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 3,605 shares worth $691K. The stake represents 0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GRID as recently as Q4 2025.

Global Retirement Partners first reported a position in GRID in Q2 2021 and has held it in 18 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Global Retirement Partners held 3,605 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $691K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Global Retirement Partners position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #886 holding.
  • Global Retirement Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2021 and has held it in 18 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.