IA
GRID

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

IFP 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 		$2.56M Buy
13,359
+2,023
+18% +$380K 0.05% 417
2026
Q1 		$1.85M Buy
11,336
+5,110
+82% +$849K 0.04% 480
2025
Q4 		$953K Buy
6,226
+185
+3% +$28.4K 0.02% 684
2025
Q3 		$913K Buy
6,041
+4,205
+229% +$605K 0.02% 634
2025
Q2 		$255K Buy
1,836
+96
+6% +$11.9K 0.01% 1144
2025
Q1 		$197K Sell
1,740
-184
-10% -$22K 0.01% 1181
2024
Q4 		$230K Sell
1,924
-6,623
-77% -$824K 0.01% 1064
2024
Q3 		$1.09M Buy
8,547
+123
+1% +$14.7K 0.04% 461
2024
Q2 		$973K Buy
8,424
+899
+12% +$105K 0.04% 446
2024
Q1 		$863K Buy
7,525
+5,705
+313% +$606K 0.04% 445
2023
Q4 		$191K Sell
1,820
-412
-18% -$39K 0.01% 970
2023
Q3 		$210K Buy
2,232
+252
+13% +$25.4K 0.01% 942
2023
Q2 		$208K Buy
1,980
+472
+31% +$46.7K 0.01% 1002
2023
Q1 		$77.7K Sell
1,508
-350
-19% -$32.9K ﹤0.01% 1373
2022
Q4 		$98K Sell
1,858
-640
-26% -$54.9K ﹤0.01% 1748
2022
Q3 		$138K Buy
2,498
+1
+0% +$84 ﹤0.01% 1637
2022
Q2 		$138K Hold
2,497
– – ﹤0.01% 1489
2022
Q1 		$138K Buy
2,497
+377
+18% +$34.9K ﹤0.01% 1489
2021
Q4 		$221K Buy
2,120
+538
+34% +$54.1K ﹤0.01% 904
2021
Q3 		$150K Buy
1,582
+895
+130% +$86.3K ﹤0.01% 1101
2021
Q2 		$64K Buy
687
+305
+80% +$27.3K ﹤0.01% 1412
2021
Q1 		$33K Buy
382
+235
+160% +$20K ﹤0.01% 1618
2020
Q4 		$12K Buy
+147
New +$10.6K ﹤0.01% 1986
2020
Q1 		– Sell
-382
Closed -$20.1K – 2856
2019
Q4 		$22K Buy
+382
New +$19.9K ﹤0.01% 1581

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

IFP Advisors's GRID Position: Q2 2026 in Review

IFP Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 18% in Q2 2026, buying an estimated $380K and bringing the position to 13,359 shares worth $2.56M. The position accounts for 0.05% of the portfolio, ranked #417.

IFP Advisors first reported a position in GRID in Q4 2019 and has held it in 24 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • IFP Advisors held 13,359 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.56M as of Q2 2026.
  • IFP Advisors bought 2,023 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $380K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #417 holding.
  • IFP Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2019 and has held it in 24 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.