HBW Advisory Services’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

HBW Advisory 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	$7.25M	Buy	37,812 +6,418	+20%	+$1.21M	0.66%	34
2026 Q1	$5.14M	Buy	31,394 +23,126	+280%	+$3.84M	0.54%	39
2025 Q4	$1.27M	Sell	8,268 -1,925	-19%	-$295K	0.14%	155
2025 Q3	$1.54M	Buy	10,193 +198	+2%	+$28.5K	0.17%	133
2025 Q2	$1.39M	Sell	9,995 -133	-1%	-$16.5K	0.17%	136
2025 Q1	$1.15M	Buy	10,128 +632	+7%	+$75.7K	0.16%	128
2024 Q4	$1.13M	Buy	9,496 +106	+1%	+$13.2K	0.12%	126
2024 Q3	$1.19M	Buy	+9,390	New	+$1.12M	0.17%	123

Other funds holding GRID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HBW Advisory Services's GRID Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q2 2026, buying an estimated $1.21M and bringing the position to 37,812 shares worth $7.25M. The position accounts for 0.66% of the portfolio, ranked #34.

HBW Advisory Services first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

HBW Advisory Services held 37,812 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $7.25M as of Q2 2026.
HBW Advisory Services bought 6,418 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $1.21M.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.66% of HBW Advisory Services's portfolio in Q2 2026, its #34 holding.
HBW Advisory Services first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 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 HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.