KWM
GRID

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

KFG Wealth Management’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 		$771K Sell
4,019
-79
-2% -$14.8K 0.09% 105
2026
Q1 		$670K Sell
4,098
-2
-0% -$332 0.09% 107
2025
Q4 		$627K Buy
4,100
+407
+11% +$62.4K 0.08% 109
2025
Q3 		$558K Buy
3,693
+409
+12% +$58.8K 0.08% 116
2025
Q2 		$457K Buy
3,284
+129
+4% +$16K 0.07% 131
2025
Q1 		$357K Buy
3,155
+318
+11% +$38.1K 0.06% 138
2024
Q4 		$339K Buy
2,837
+703
+33% +$87.5K 0.06% 132
2024
Q3 		$272K Buy
+2,134
New +$255K 0.06% 149

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

KFG Wealth Management's GRID Position: Q2 2026 in Review

KFG Wealth Management reduced its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 1.9% in Q2 2026, selling an estimated $14.8K and leaving 4,019 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #105.

KFG Wealth Management first reported a position in GRID in Q3 2024 and has held it in 8 quarters since. 630 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • KFG Wealth Management held 4,019 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $771K as of Q2 2026.
  • KFG Wealth Management sold 79 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $14.8K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.09% of KFG Wealth Management's portfolio in Q2 2026, its #105 holding.
  • KFG Wealth Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2024 and has held it in 8 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 KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.