HighTower Advisors
GRID

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

HighTower Advisors’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 		$74.7M Buy
389,588
+64,458
+20% +$12.1M 0.07% 269
2026
Q1 		$53.2M Buy
325,130
+16,752
+5% +$2.78M 0.06% 337
2025
Q4 		$47.2M Buy
308,378
+184,755
+149% +$28.3M 0.05% 370
2025
Q3 		$18.7M Buy
123,623
+41,583
+51% +$5.98M 0.02% 612
2025
Q2 		$11.4M Buy
82,040
+14,111
+21% +$1.75M 0.01% 748
2025
Q1 		$7.68M Buy
67,929
+9,583
+16% +$1.15M 0.01% 873
2024
Q4 		$6.96M Buy
58,346
+3,437
+6% +$428K 0.01% 909
2024
Q3 		$6.99M Sell
54,909
-769
-1% -$91.8K 0.01% 894
2024
Q2 		$6.44M Buy
55,678
+4,592
+9% +$535K 0.01% 906
2024
Q1 		$5.86M Buy
51,086
+2,176
+4% +$231K 0.01% 898
2023
Q4 		$5.12M Sell
48,910
-3,013
-6% -$285K 0.01% 957
2023
Q3 		$4.87M Buy
51,923
+44,578
+607% +$4.5M 0.01% 949
2023
Q2 		$777K Buy
7,345
+993
+16% +$98.3K ﹤0.01% 1900
2023
Q1 		$622K Buy
6,352
+2,872
+83% +$270K ﹤0.01% 1963
2022
Q4 		$307K Buy
3,480
+499
+17% +$42.8K ﹤0.01% 2447
2022
Q3 		$227K Sell
2,981
-150
-5% -$12.6K ﹤0.01% 2525
2022
Q2 		$246K Buy
3,131
+203
+7% +$17.2K ﹤0.01% 2495
2022
Q1 		$275K Sell
2,928
-3,500
-54% -$324K ﹤0.01% 2594
2021
Q4 		$659K Buy
6,428
+375
+6% +$37.7K ﹤0.01% 1986
2021
Q3 		$561K Sell
6,053
-1,652
-21% -$159K ﹤0.01% 1988
2021
Q2 		$713K Buy
7,705
+2,157
+39% +$193K ﹤0.01% 1843
2021
Q1 		$481K Buy
+5,548
New +$473K ﹤0.01% 1994

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

HighTower Advisors's GRID Position: Q2 2026 in Review

HighTower Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q2 2026, buying an estimated $12.1M and bringing the position to 389,588 shares worth $74.7M. The position accounts for 0.07% of the portfolio, ranked #269.

HighTower Advisors first reported a position in GRID in Q1 2021 and has held it in 22 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • HighTower Advisors held 389,588 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $74.7M as of Q2 2026.
  • HighTower Advisors bought 64,458 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $12.1M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of HighTower Advisors's portfolio in Q2 2026, its #269 holding.
  • HighTower Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 22 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 HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.