Keystone Financial Group (Kentucky)’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Keystone Financial Group (Kentucky)’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	$1.26M	Buy	6,568 +1,064	+19%	+$200K	0.07%	192
2026 Q1	$900K	Buy	5,504 +36	+0.7%	+$5.98K	0.06%	210
2025 Q4	$837K	Buy	+5,468	New	+$839K	0.06%	190
2025 Q3	–	Sell	-3,443	Closed	-$479K	–	449
2025 Q2	$479K	Buy	3,443 +721	+26%	+$89.6K	0.04%	233
2025 Q1	$308K	Sell	2,722 -21,700	-89%	-$2.6M	0.03%	287
2024 Q4	$2.91M	Buy	24,422 +2,834	+13%	+$353K	0.29%	69
2024 Q3	$2.75M	Buy	+21,588	New	+$2.58M	0.35%	57
2024 Q2	–	Sell	-20,674	Closed	-$2.37M	–	213
2024 Q1	$2.37M	Sell	20,674 -35	-0.2%	-$3.71K	0.35%	61
2023 Q4	$2.17M	Buy	20,709 +228	+1%	+$21.6K	0.38%	59
2023 Q3	$1.92M	Buy	20,481 +17,028	+493%	+$1.72M	0.32%	64
2023 Q2	$363K	Buy	+3,453	New	+$342K	0.06%	194

Other funds holding GRID

APTFM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s GRID Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 19% in Q2 2026, buying an estimated $200K and bringing the position to 6,568 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #192.

Keystone Financial Group (Kentucky) first reported a position in GRID in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2024. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

Keystone Financial Group (Kentucky) held 6,568 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $1.26M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 1,064 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $200K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #192 holding.
Keystone Financial Group (Kentucky) first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q2 2023 and has held it in 11 quarters since.
Keystone Financial Group (Kentucky)'s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $2.91M in Q4 2024.
630 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.