HBW
GRID

Hazlett, Burt & Watson’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Hazlett, Burt & Watson’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 		$208K Hold
1,273
– – 0.07% 243
2025
Q4 		$193K Buy
1,273
+441
+53% +$67.7K 0.06% 253
2025
Q3 		$126K Buy
832
+435
+110% +$62.6K 0.04% 285
2025
Q2 		$55K Buy
397
+100
+34% +$12.4K 0.02% 360
2025
Q1 		$33K Buy
+297
New +$35.6K 0.01% 418

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

Hazlett, Burt & Watson's GRID Position: Q1 2026 in Review

Hazlett, Burt & Watson held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q1 2026 at 1,273 shares worth $208K. The position accounts for 0.07% of the portfolio, ranked #243.

Hazlett, Burt & Watson first reported a position in GRID in Q1 2025 and has held it in 5 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • Hazlett, Burt & Watson held 1,273 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $208K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q1 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #243 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2025 and has held it in 5 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 Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.