IFG
GRID

Independent Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Independent Financial 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 		$6.01M Buy
31,347
+3,021
+11% +$567K 0.11% 179
2026
Q1 		$4.63M Buy
28,326
+9,745
+52% +$1.62M 0.1% 193
2025
Q4 		$2.84M Buy
18,581
+1,648
+10% +$253K 0.06% 299
2025
Q3 		$2.56M Buy
16,933
+9,112
+117% +$1.31M 0.06% 310
2025
Q2 		$1.09M Buy
7,821
+145
+2% +$18K 0.03% 518
2025
Q1 		$868K Sell
7,676
-1,731
-18% -$207K 0.03% 517
2024
Q4 		$1.12M Buy
9,407
+5,839
+164% +$727K 0.04% 448
2024
Q3 		$454K Buy
3,568
+300
+9% +$35.8K 0.02% 693
2024
Q2 		$378K Buy
3,268
+1,203
+58% +$140K 0.02% 729
2024
Q1 		$237K Buy
2,065
+28
+1% +$2.97K 0.01% 895
2023
Q4 		$213K Sell
2,037
-1,130
-36% -$107K 0.01% 868
2023
Q3 		$297K Buy
3,167
+302
+11% +$30.5K 0.02% 664
2023
Q2 		$301K Buy
2,865
+10
+0.4% +$990 0.02% 640
2023
Q1 		$279K Sell
2,855
-61
-2% -$5.73K 0.02% 636
2022
Q4 		$254K Buy
2,916
+173
+6% +$14.8K 0.02% 618
2022
Q3 		$206K Hold
2,743
– – 0.02% 660
2022
Q2 		$213K Sell
2,743
-353,088
-99% -$30M 0.02% 624
2022
Q1 		$33.5M Buy
355,831
+6,243
+2% +$577K 2.72% 5
2021
Q4 		$35.9M Buy
+349,588
New +$35.2M 2.97% 4

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

Independent Financial Group's GRID Position: Q2 2026 in Review

Independent Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 11% in Q2 2026, buying an estimated $567K and bringing the position to 31,347 shares worth $6.01M. The position accounts for 0.11% of the portfolio, ranked #179.

Independent Financial Group first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.9M in Q4 2021. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Independent Financial Group held 31,347 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $6.01M as of Q2 2026.
  • Independent Financial Group bought 3,021 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $567K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.11% of Independent Financial Group's portfolio in Q2 2026, its #179 holding.
  • Independent Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $35.9M in Q4 2021.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.