Janney Montgomery Scott
GRID

Janney Montgomery Scott’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Janney Montgomery Scott’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 		$25.4M Buy
132,622
+20,553
+18% +$3.86M 0.05% 372
2026
Q1 		$18.3M Buy
112,069
+8,000
+8% +$1.33M 0.05% 384
2025
Q4 		$15.9M Buy
104,069
+48,229
+86% +$7.4M 0.04% 439
2025
Q3 		$8.44M Buy
55,840
+11,877
+27% +$1.71M 0.02% 680
2025
Q2 		$6.11M Buy
43,963
+1,683
+4% +$209K 0.02% 734
2025
Q1 		$4.78M Buy
42,280
+11,553
+38% +$1.38M 0.01% 794
2024
Q4 		$3.67M Buy
30,727
+16,366
+114% +$2.04M 0.01% 888
2024
Q3 		$1.83M Buy
14,361
+799
+6% +$95.4K 0.01% 1187
2024
Q2 		$1.57M Buy
13,562
+6,332
+88% +$738K ﹤0.01% 1213
2024
Q1 		$829K Sell
7,230
-2,262
-24% -$240K ﹤0.01% 1633
2023
Q4 		$994K Sell
9,492
-575
-6% -$54.4K ﹤0.01% 1448
2023
Q3 		$945K Buy
10,067
+933
+10% +$94.2K ﹤0.01% 1374
2023
Q2 		$960K Sell
9,134
-448
-5% -$44.4K ﹤0.01% 1439
2023
Q1 		$936K Sell
9,582
-3,613
-27% -$339K ﹤0.01% 1353
2022
Q4 		$1.15M Buy
13,195
+5,428
+70% +$465K ﹤0.01% 1291
2022
Q3 		$584K Sell
7,767
-2,373
-23% -$199K ﹤0.01% 1596
2022
Q2 		$806K Sell
10,140
-476
-4% -$40.4K ﹤0.01% 1348
2022
Q1 		$999K Buy
10,616
+8,097
+321% +$749K ﹤0.01% 1244
2021
Q4 		$259K Buy
+2,519
New +$253K ﹤0.01% 2087

Other funds holding GRID

APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

Janney Montgomery Scott's GRID Position: Q2 2026 in Review

Janney Montgomery Scott increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 18% in Q2 2026, buying an estimated $3.86M and bringing the position to 132,622 shares worth $25.4M. The position accounts for 0.05% of the portfolio, ranked #372.

Janney Montgomery Scott first reported a position in GRID in Q4 2021 and has held it in 19 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Janney Montgomery Scott held 132,622 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $25.4M as of Q2 2026.
  • Janney Montgomery Scott bought 20,553 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $3.86M.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.05% of Janney Montgomery Scott's portfolio in Q2 2026, its #372 holding.
  • Janney Montgomery Scott 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.
  • 630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.