LJAC
GRID

L.J. Altfest & Co’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

L.J. Altfest & Co’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 		– Sell
-33,090
Closed -$5.06M – 348
2025
Q4 		$5.06M Buy
33,090
+783
+2% +$120K 0.55% 38
2025
Q3 		$4.88M Buy
+32,307
New +$4.65M 0.54% 44

Other funds holding GRID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

L.J. Altfest & Co's GRID Position: Q1 2026 in Review

L.J. Altfest & Co sold out of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) in Q1 2026, closing a stake of 33,090 shares — an estimated $5.06M sold.

L.J. Altfest & Co first reported a position in GRID in Q3 2025 and held it in 2 quarters. The position peaked at $5.06M in Q4 2025. 540 funds tracked by Wall St. Rank hold GRID as of Q1 2026.

  • L.J. Altfest & Co reported no remaining First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 33,090 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q1 2026, an estimated $5.06M.
  • L.J. Altfest & Co first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q3 2025 and held it in 2 quarters.
  • L.J. Altfest & Co's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $5.06M in Q4 2025.
  • 540 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.