HI
GRID

Harbour Investments’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Harbour Investments’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 		$9.19M Buy
47,918
+1,479
+3% +$278K 0.12% 154
2026
Q1 		$7.6M Buy
46,439
+15,798
+52% +$2.63M 0.12% 166
2025
Q4 		$4.69M Buy
30,641
+12,022
+65% +$1.84M 0.1% 206
2025
Q3 		$2.81M Buy
18,619
+9,152
+97% +$1.32M 0.06% 264
2025
Q2 		$1.32M Buy
9,467
+244
+3% +$30.3K 0.03% 441
2025
Q1 		$1.04M Sell
9,223
-226
-2% -$27.1K 0.03% 471
2024
Q4 		$1.13M Buy
9,449
+1,770
+23% +$220K 0.03% 437
2024
Q3 		$977K Sell
7,679
-9,021
-54% -$1.08M 0.03% 458
2024
Q2 		$1.93M Buy
16,700
+2,568
+18% +$299K 0.07% 260
2024
Q1 		$1.62M Buy
14,132
+3,793
+37% +$403K 0.06% 301
2023
Q4 		$1.08M Buy
10,339
+6,963
+206% +$659K 0.04% 345
2023
Q3 		$317K Sell
3,376
-391
-10% -$39.5K 0.02% 631
2023
Q2 		$396K Sell
3,767
-30,015
-89% -$2.97M 0.02% 565
2023
Q1 		$3.3M Buy
33,782
+1,575
+5% +$148K 0.18% 106
2022
Q4 		$2.81M Buy
32,207
+1,211
+4% +$104K 0.17% 116
2022
Q3 		$2.4M Hold
30,996
– – 0.16% 114
2022
Q2 		$2.4M Buy
+30,996
New +$2.63M 0.16% 114
2021
Q4 		$2.12M Buy
20,655
+621
+3% +$62.5K 0.13% 165
2021
Q3 		$1.85M Buy
20,034
+2,672
+15% +$258K 0.06% 300
2021
Q2 		$1.61M Buy
17,362
+15,159
+688% +$1.36M 0.05% 338
2021
Q1 		$190K Buy
+2,203
New +$188K 0.01% 989

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

Harbour Investments's GRID Position: Q2 2026 in Review

Harbour Investments increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 3.2% in Q2 2026, buying an estimated $278K and bringing the position to 47,918 shares worth $9.19M. The position accounts for 0.12% of the portfolio, ranked #154.

Harbour Investments first reported a position in GRID in Q1 2021 and has held it in 21 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Harbour Investments held 47,918 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.19M as of Q2 2026.
  • Harbour Investments bought 1,479 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $278K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Harbour Investments's portfolio in Q2 2026, its #154 holding.
  • Harbour Investments first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 21 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.