HKIMG
GRID

Hutchens & Kramer Investment Management Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$9.02M Sell
47,039
-378
-0.8% -$71K 2.42% 12
2026
Q1 		$7.76M Buy
47,417
+36,416
+331% +$6.05M 2.45% 10
2025
Q4 		$1.68M Buy
+11,001
New +$1.69M 0.58% 34

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Hutchens & Kramer Investment Management Group's GRID Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.8% in Q2 2026, selling an estimated $71K and leaving 47,039 shares worth $9.02M. The position accounts for 2.42% of the portfolio, ranked #12.

Hutchens & Kramer Investment Management Group first reported a position in GRID in Q4 2025 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 47,039 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $9.02M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group sold 378 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $71K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 2.42% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #12 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.