LFG
GRID

Larson Financial Group’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

Larson Financial Group’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 		$29.9K Buy
156
+11
+8% +$2.07K ﹤0.01% 1781
2026
Q1 		$23.7K Sell
145
-67
-32% -$11.1K ﹤0.01% 1752
2025
Q4 		$32.5K Hold
212
– – ﹤0.01% 1447
2025
Q3 		$32K Hold
212
– – ﹤0.01% 1382
2025
Q2 		$29.4K Buy
212
+2
+1% +$248 ﹤0.01% 1300
2025
Q1 		$23.8K Buy
210
+67
+47% +$8.02K ﹤0.01% 1297
2024
Q4 		$17.1K Buy
143
+20
+16% +$2.49K ﹤0.01% 1277
2024
Q3 		$15.6K Hold
123
– – ﹤0.01% 1304
2024
Q2 		$14.2K Buy
123
+1
+0.8% +$116 ﹤0.01% 1163
2024
Q1 		$14K Hold
122
– – ﹤0.01% 969
2023
Q4 		$12.7K Buy
122
+1
+0.8% +$95 ﹤0.01% 955
2023
Q3 		$11.4K Hold
121
– – ﹤0.01% 961
2023
Q2 		$12.8K Buy
121
+1
+0.8% +$99 ﹤0.01% 859
2023
Q1 		$11.8K Hold
120
– – ﹤0.01% 876
2022
Q4 		$10.5K Hold
120
– – ﹤0.01% 844
2022
Q3 		$9K Hold
120
– – ﹤0.01% 815
2022
Q2 		$9K Buy
120
+1
+0.8% +$85 ﹤0.01% 747
2022
Q1 		$11K Hold
119
– – ﹤0.01% 634
2021
Q4 		$12K Hold
119
– – ﹤0.01% 634
2021
Q3 		$11K Buy
119
+1
+0.8% +$96 ﹤0.01% 575
2021
Q2 		$11K Hold
118
– – ﹤0.01% 532
2021
Q1 		$10K Buy
+118
New +$10.1K ﹤0.01% 541

Other funds holding GRID

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Larson Financial Group's GRID Position: Q2 2026 in Review

Larson Financial Group increased its First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID) stake by 7.6% in Q2 2026, buying an estimated $2.07K and bringing the position to 156 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Larson Financial Group first reported a position in GRID in Q1 2021 and has held it in 22 quarters since. The position peaked at $32.5K in Q4 2025. 627 funds tracked by Wall St. Rank hold GRID as of Q2 2026.

  • Larson Financial Group held 156 shares of First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund worth $29.9K as of Q2 2026.
  • Larson Financial Group bought 11 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund shares in Q2 2026, an estimated $2.07K.
  • First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1781 holding.
  • Larson Financial Group first reported a position in First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund in Q1 2021 and has held it in 22 quarters since.
  • Larson Financial Group's First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund position peaked at $32.5K in Q4 2025.
  • 627 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.