IFWM
GRID

Institute for Wealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Institute for Wealth Management’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 		$106K Buy
+555
New +$104K 0.01% 663

Other funds holding GRID

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Institute for Wealth Management's GRID Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q2 2026: 555 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #663 among its holdings.

404 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Institute for Wealth Management held 555 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $106K as of Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund was a new Institute for Wealth Management position in Q2 2026.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #663 holding.
  • 404 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.