Insight Advisors
GRID icon

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

Insight 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 		$709K Sell
4,003
-88
-2% -$15.9K 0.12% 104
2026
Q2 		$784K Buy
4,091
+1,628
+66% +$306K 0.14% 96
2026
Q1 		$403K Buy
2,463
+256
+12% +$42.6K 0.08% 157
2025
Q4 		$338K Sell
2,207
-97
-4% -$14.9K 0.05% 198
2025
Q3 		$348K Buy
+2,304
New +$331K 0.05% 193

Other funds holding GRID

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
Mivtachim The Workers Social Insurance Fund
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $659M AUM 50.04% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Insight Advisors's GRID Position: Q3 2026 in Review

Insight Advisors reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 2.2% in Q3 2026, selling an estimated $15.9K and leaving 4,003 shares worth $709K. The position accounts for 0.12% of the portfolio, ranked #104.

Insight Advisors first reported a position in GRID in Q3 2025 and has held it in 5 quarters since. The position peaked at $784K in Q2 2026. 263 funds tracked by Wall St. Rank hold GRID as of Q3 2026.

  • Insight Advisors held 4,003 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $709K as of Q3 2026.
  • Insight Advisors sold 88 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q3 2026, an estimated $15.9K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.12% of Insight Advisors's portfolio in Q3 2026, its #104 holding.
  • Insight Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and has held it in 5 quarters since.
  • Insight Advisors's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $784K in Q2 2026.
  • 263 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.