GK
GRID

Graney & King’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Graney & King’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 		$4.67M Buy
28,576
+27,806
+3,611% +$4.62M 2.52% 12
2025
Q4 		$118K Buy
+770
New +$118K 0.07% 87

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

Graney & King's GRID Position: Q1 2026 in Review

Graney & King increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3,611% in Q1 2026, buying an estimated $4.62M and bringing the position to 28,576 shares worth $4.67M. The position accounts for 2.52% of the portfolio, ranked #12.

Graney & King first reported a position in GRID in Q4 2025 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Graney & King held 28,576 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $4.67M as of Q1 2026.
  • Graney & King bought 27,806 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $4.62M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.52% of Graney & King's portfolio in Q1 2026, its #12 holding.
  • Graney & King first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 2 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 Graney & King's 13F filing for Q1 2026, filed 18 May 2026.