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

JNBA Financial 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 Q1	$126K	Buy	768 +153	+25%	+$25.4K	0.01%	220
2025 Q4	$94.1K	Buy	615 +369	+150%	+$56.6K	0.01%	245
2025 Q3	$37.2K	Buy	246 +227	+1,195%	+$32.7K	﹤0.01%	340
2025 Q2	$2.64K	Buy	+19	New	+$2.36K	﹤0.01%	580
2024 Q1	–	Sell	-158	Closed	-$16.5K	–	691
2023 Q4	$16.5K	Hold	158	–	–	﹤0.01%	413
2023 Q3	$14.8K	Hold	158	–	–	﹤0.01%	420
2023 Q2	$16.6K	Hold	158	–	–	﹤0.01%	408
2023 Q1	$15.4K	Hold	158	–	–	﹤0.01%	423
2022 Q4	$13.8K	Hold	158	–	–	﹤0.01%	420
2022 Q3	$12K	Hold	158	–	–	﹤0.01%	440
2022 Q2	$12K	Buy	+158	New	+$13.4K	﹤0.01%	468

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

JNBA Financial Advisors's GRID Position: Q1 2026 in Review

JNBA Financial Advisors increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 25% in Q1 2026, buying an estimated $25.4K and bringing the position to 768 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #220.

JNBA Financial Advisors first reported a position in GRID in Q2 2022 and has held it in 11 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

JNBA Financial Advisors held 768 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $126K as of Q1 2026.
JNBA Financial Advisors bought 153 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $25.4K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #220 holding.
JNBA Financial Advisors first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2022 and has held it in 11 quarters since.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

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