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

Koshinski Asset 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 Q1	$706K	Buy	4,315 +723	+20%	+$120K	0.04%	346
2025 Q4	$550K	Buy	3,592 +2,264	+170%	+$347K	0.04%	400
2025 Q3	$201K	Buy	+1,328	New	+$191K	0.01%	696
2022 Q2	–	Sell	-1,360	Closed	-$128K	–	1148
2022 Q1	$128K	Hold	1,360	–	–	0.01%	735
2021 Q4	$140K	Hold	1,360	–	–	0.01%	737
2021 Q3	$126K	Buy	+1,360	New	+$131K	0.01%	759

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

Koshinski Asset Management's GRID Position: Q1 2026 in Review

Koshinski Asset Management increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 20% in Q1 2026, buying an estimated $120K and bringing the position to 4,315 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #346.

Koshinski Asset Management first reported a position in GRID in Q3 2021 and has held it in 6 quarters since. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

Koshinski Asset Management held 4,315 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $706K as of Q1 2026.
Koshinski Asset Management bought 723 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $120K.
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up 0.04% of Koshinski Asset Management's portfolio in Q1 2026, its #346 holding.
Koshinski Asset Management first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2021 and has held it in 6 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 Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.