IWA
GRID

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

Icon Wealth 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
Q1 		$277K Hold
1,504
– – 0.02% 333
2025
Q4 		$230K Sell
1,504
-79
-5% -$12.1K 0.02% 360
2025
Q3 		$239K Buy
1,583
+1
+0.1% +$144 0.02% 347
2025
Q2 		$220K Buy
1,582
+42
+3% +$5.22K 0.02% 354
2025
Q1 		$174K Buy
+1,540
New +$184K 0.01% 383

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

Icon Wealth Advisors's GRID Position: Q1 2026 in Review

Icon Wealth Advisors held its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) position steady in Q1 2026 at 1,504 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #333.

Icon Wealth Advisors 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.

  • Icon Wealth Advisors held 1,504 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $277K as of Q1 2026.
  • Icon Wealth Advisors 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 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #333 holding.
  • Icon Wealth Advisors 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 Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.