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

Intrua Financial’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 Q1	$702K	Sell	4,293 -542	-11%	-$90.1K	0.07%	197
2025 Q4	$740K	Buy	4,835 +890	+23%	+$137K	0.08%	189
2025 Q3	$596K	Buy	3,945 +2,345	+147%	+$337K	0.06%	220
2025 Q2	$222K	Buy	+1,600	New	+$199K	0.03%	345
2024 Q4	–	Sell	-1,600	Closed	-$204K	–	375
2024 Q3	$204K	Buy	+1,600	New	+$191K	0.03%	367
2023 Q1	–	Sell	-2,600	Closed	-$236K	–	343
2022 Q4	$236K	Sell	2,600 -200	-7%	-$17.1K	0.05%	291
2022 Q3	$211K	Hold	2,800	–	–	0.06%	283
2022 Q2	$217K	Hold	2,800	–	–	0.05%	338
2022 Q1	$263K	Hold	2,800	–	–	0.05%	321
2021 Q4	$287K	Hold	2,800	–	–	0.05%	301
2021 Q3	$279K	Hold	2,800	–	–	0.05%	298
2021 Q2	$279K	Hold	2,800	–	–	0.07%	236
2021 Q1	$254K	Buy	+2,800	New	+$239K	0.06%	249

Other funds holding GRID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Intrua Financial's GRID Position: Q1 2026 in Review

Intrua Financial reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 11% in Q1 2026, selling an estimated $90.1K and leaving 4,293 shares worth $702K. The position accounts for 0.07% of the portfolio, ranked #197.

Intrua Financial first reported a position in GRID in Q1 2021 and has held it in 13 quarters since. The position peaked at $740K in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Intrua Financial held 4,293 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $702K as of Q1 2026.
Intrua Financial sold 542 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $90.1K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Intrua Financial's portfolio in Q1 2026, its #197 holding.
Intrua Financial first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 13 quarters since.
Intrua Financial's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $740K in Q4 2025.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.