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 Q3	$223K	Hold	1,256	–	–	0.06%	247
2026 Q2	$238K	Sell	1,256 -17	-1%	-$3.19K	0.06%	246
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Hazlett, Burt & Watson's GRID Position: Q3 2026 in Review

Hazlett, Burt & Watson held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q3 2026 at 1,256 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #247.

Hazlett, Burt & Watson first reported a position in GRID in Q1 2025 and has held it in 7 quarters since. The position peaked at $238K in Q2 2026. 409 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

Hazlett, Burt & Watson held 1,256 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $223K as of Q3 2026.
Hazlett, Burt & Watson left its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund share count unchanged in Q3 2026.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.06% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #247 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 7 quarters since.
Hazlett, Burt & Watson's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $238K in Q2 2026.
409 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.