HIIFS
GRID

Harel Insurance Investments & Financial Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Harel Insurance Investments & Financial Services’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 		$1.24M Buy
+6,585
New +$1.24M 0.01% 185
2026
Q1 		– Sell
-1,527,000
Closed -$234M – 516
2025
Q4 		$234M Buy
1,527,000
+490,000
+47% +$75.2M 2.02% 17
2025
Q3 		$157M Buy
+1,037,000
New +$149M 1.41% 21

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Harel Insurance Investments & Financial Services's GRID Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 6,585 shares worth $1.24M. The stake represents 0.01% of the portfolio and ranks #185 among its holdings. This is a return to the name: Harel Insurance Investments & Financial Services previously reported a position in GRID as recently as Q4 2025.

Harel Insurance Investments & Financial Services first reported a position in GRID in Q3 2025 and has held it in 3 quarters since. The position peaked at $234M in Q4 2025. 404 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 6,585 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.24M as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Harel Insurance Investments & Financial Services position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #185 holding.
  • Harel Insurance Investments & Financial Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 3 quarters since.
  • Harel Insurance Investments & Financial Services's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $234M in Q4 2025.
  • 404 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.