Journey Strategic Wealth’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Journey Strategic Wealth’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	$628K	Sell	3,840 -536	-12%	-$89.1K	0.02%	285
2025 Q4	$670K	Buy	4,376 +104	+2%	+$16K	0.02%	246
2025 Q3	$645K	Buy	4,272 +121	+3%	+$17.4K	0.02%	238
2025 Q2	$577K	Sell	4,151 -175	-4%	-$21.7K	0.02%	264
2025 Q1	$489K	Buy	4,326 +134	+3%	+$16K	0.02%	231
2024 Q4	$500K	Buy	4,192 +1,131	+37%	+$141K	0.02%	216
2024 Q3	$390K	Sell	3,061 -9,590	-76%	-$1.14M	0.01%	266
2024 Q2	$1.46M	Buy	12,651 +6,595	+109%	+$768K	0.06%	62
2024 Q1	$694K	Buy	+6,056	New	+$643K	0.03%	104

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

Journey Strategic Wealth's GRID Position: Q1 2026 in Review

Journey Strategic Wealth reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 12% in Q1 2026, selling an estimated $89.1K and leaving 3,840 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #285.

Journey Strategic Wealth first reported a position in GRID in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2024. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Journey Strategic Wealth held 3,840 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $628K as of Q1 2026.
Journey Strategic Wealth sold 536 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $89.1K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #285 holding.
Journey Strategic Wealth first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $1.46M in Q2 2024.
540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.