GDP
GRID

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

Great Diamond 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 		$388K Buy
2,022
+316
+19% +$59.4K 0.07% 189
2026
Q1 		$279K Buy
1,706
+34
+2% +$5.65K 0.05% 201
2025
Q4 		$256K Sell
1,672
-181
-10% -$27.8K 0.05% 205
2025
Q3 		$280K Buy
1,853
+18
+1% +$2.59K 0.05% 194
2025
Q2 		$255K Sell
1,835
-68
-4% -$8.45K 0.05% 197
2025
Q1 		$215K Sell
1,903
-17
-0.9% -$2.04K 0.06% 168
2024
Q4 		$229K Buy
1,920
+18
+0.9% +$2.24K 0.06% 164
2024
Q3 		$242K Sell
1,902
-45
-2% -$5.37K 0.06% 170
2024
Q2 		$225K Sell
1,947
-90
-4% -$10.5K 0.05% 198
2024
Q1 		$233K Sell
2,037
-18
-0.9% -$1.91K 0.05% 204
2023
Q4 		$215K Buy
+2,055
New +$194K 0.05% 222
2023
Q3 		– Sell
-2,025
Closed -$213K – 227
2023
Q2 		$213K Sell
2,025
-952
-32% -$94.3K 0.06% 210
2023
Q1 		$291K Buy
2,977
+80
+3% +$7.51K 0.08% 174
2022
Q4 		$253K Buy
+2,897
New +$248K 0.08% 184

Other funds holding GRID

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Great Diamond Partners's GRID Position: Q2 2026 in Review

Great Diamond Partners increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q2 2026, buying an estimated $59.4K and bringing the position to 2,022 shares worth $388K. The position accounts for 0.07% of the portfolio, ranked #189.

Great Diamond Partners first reported a position in GRID in Q4 2022 and has held it in 14 quarters since. 285 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Great Diamond Partners held 2,022 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $388K as of Q2 2026.
  • Great Diamond Partners bought 316 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $59.4K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #189 holding.
  • Great Diamond Partners first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2022 and has held it in 14 quarters since.
  • 285 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.