IA
GRID

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

IFG Advisory’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 		$1.2M Buy
+6,236
New +$1.17M 0.04% 388
2026
Q1 		– Sell
-3,725
Closed -$570K – 554
2025
Q4 		$570K Sell
3,725
-86
-2% -$13.2K 0.02% 477
2025
Q3 		$576K Sell
3,811
-27
-0.7% -$3.88K 0.03% 465
2025
Q2 		$534K Buy
3,838
+133
+4% +$16.5K 0.03% 457
2025
Q1 		$419K Buy
3,705
+26
+0.7% +$3.11K 0.02% 471
2024
Q4 		$439K Buy
+3,679
New +$458K 0.02% 446

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

IFG Advisory's GRID Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 6,236 shares worth $1.2M. The stake represents 0.04% of the portfolio and ranks #388 among its holdings. This is a return to the name: IFG Advisory previously reported a position in GRID as recently as Q4 2025.

IFG Advisory first reported a position in GRID in Q4 2024 and has held it in 6 quarters since. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • IFG Advisory held 6,236 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.2M as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new IFG Advisory position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #388 holding.
  • IFG Advisory first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2024 and has held it in 6 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.