IFP Advisors
GRID icon

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
Q3 		$2.36M Sell
13,312
-47
-0.4% -$8.49K 0.04% 446
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% 1747
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IFP Advisors's GRID Position: Q3 2026 in Review

IFP Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 0.35% in Q3 2026, selling an estimated $8.49K and leaving 13,312 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #446.

IFP Advisors first reported a position in GRID in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.56M in Q2 2026. 409 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • IFP Advisors held 13,312 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $2.36M as of Q3 2026.
  • IFP Advisors sold 47 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $8.49K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #446 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 25 quarters since.
  • IFP Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.56M in Q2 2026.
  • 409 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.